Fisher Investments

Global Custody Management Custodian Program Manager

Fisher Investments$100K — $130K *
Plano, TX 75025In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of project management experience, preferably in B2B or financial services
  • Strong interpersonal, verbal, and written communication skills
  • Excellent critical thinking and organizational abilities
  • Ability to thrive in a fast-paced and flexible environment
  • Skilled in addressing complex operational challenges collaboratively
  • Experience with Microsoft Excel and JIRA preferred but not required

Responsibilities

  • Act as the primary B2B relationship lead across your region, focusing on partnership success
  • Cultivate and strengthen custodian relationships for effective issue resolution
  • Oversee the regional custody program to ensure compliance with service requirements
  • Coordinate with teams and custodians to align custody capabilities with business goals
  • Enhance custodian performance through improved evaluation processes
  • Support fee negotiations, contract reviews, and business growth initiatives
  • Manage program risks and changes, providing strategic recommendations
  • Guide team members in program execution, fostering accountability

Benefits

  • 100% paid medical, dental, and vision premiums for you and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Comprehensive family support programs including paid caregiver leave and fertility assistance
  • In-office role with potential for hybrid work participation based on eligibility
Full Job Description
Overview

The Opportunity:

As a GCM Custodian Program Manager, you will be the head B2B relationship lead for custodians within a geographical region. You will set regional priorities, oversee service quality and relationship health, and work with custodians and company partners to improve service levels, support business growth. Your work will involve the delivery of high-impact custody-related programs that move the business forward, such as custody onboarding, service oversight, performance management, fee and contract support, and other process improvement programs. You will lead and support a variety of projects that contribute to critical plans and influence improvements that directly impact client service. You will report to a GCM Team Leader.

The Day-to-Day:
  • Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region
  • Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients
  • Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs
  • Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals
  • Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements
  • Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership
  • Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts
  • Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners
  • Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability

Your Qualifications:
  • Minimum 5+ years of project management experience, B2B and/or in financial services
  • Strong interpersonal, verbal, and written communication skills
  • Exceptional critical thinking, organizational and time management skills
  • Thrive in a fast-paced environment, demanding flexibility and creativity
  • Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
  • Microsoft Excel and JIRA experience preferred, not required

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

}

About Fisher Investments

Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
Learn more about Fisher Investments
Size
3,500 employees
Industry
Founded
1979

Similar Jobs

More Jobs at Fisher Investments

More Finance & Insurance Jobs

Find similar Global Custody Management Custodian Program Manager jobs: