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This Accounting Associate position supports our Accounts Receivable team. This team has the important role of overseeing revenue across all departments around the globe. As part of our Corporate Finance Group at Fisher Investments, the Accounts Receivable team collaborates directly with Billing Operations, Accounts Payable and other Corporate Accounting teams within the firm by providing reports.
The Opportunity:
As an Accounting Associate, you will ensure accuracy by troubleshooting errors throughout the reconciliation process. Over time, you will get a chance to lead or participate in automation projects to increase efficiency and improve Accounts Receivable processes. There is opportunity for you to increase your accounting abilities and knowledge by cross-training and closely collaborating with members of your team. You will report to your manager who will guide your training and professional development.
The Day-to-Day:
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Reconcile commercial and custodian bank accounts
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Reconcile General Ledger accounts
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Conduct trend analysis
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Create journal entries
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Evaluate AR aging and elevating past due balances (You will not conduct any collections or credit application analysis)
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Produce cash receipts reports
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Be a part of the process of building of scalable AR systems across SAP, banking platforms, and more
Your Qualifications:
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Bachelor's Degree in Accounting, or equivalent combination of education and experience
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1+ years of experience in an Accounting role
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Experience in reconciliations and troubleshooting incorrect entries
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Intermediate to Advanced Excel knowledge (can maintain complex spreadsheets)
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Commitment to maintain quality of work while sticking to a timeline
Compensation:
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$55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
-
Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you have strong knowledge and familiarity with Variable, Fixed, and Fixed Index Annuities? Do you like the idea of helping investors?
Complicated annuity contracts are sold to investors. We have found that many annuity contract owners do not fully understand how their detailed benefits work nor what the long-term ramifications will be. Fisher Investments, a fiduciary from the start, can help investors get the most out of those complicated annuity benefits or make appropriate changes, all within the focus on the investor's long-term goals.
The Opportunity:
As an Annuity Counselor, you will work primarily with high-net-worth investors. You will use your in-depth knowledge of annuities and insurance related products to be their advocate. You will work with our analysts to interpret how the details of the annuity benefits correlate towards the investor's financial goals. We can help them identify potential improvements or changes associated with different annuity contracts. Regardless of the evaluation outcome, the work is extremely rewarding. Join us as we help annuity contract owners and annuity prospects get the information they need to make good investment decisions going forward.
Throughout your experience here, you will develop and broaden your capital markets knowledge, work with nearly every department of our firm, and have merit-based opportunities for advancement throughout your career. You will report to your Group Manager who will aid in your professional development and role specific training.
The Day-to-Day:
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Use tools to investigate, analyze, and comprehensively understand the features and benefits of prospective and current clients' specific annuities
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Educate prospective and current clients regarding their annuities, including a comprehensive view of the benefits
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Work with different internal departments to understand each client's financial situation and potential ramifications associated with keeping or surrendering their annuities
Your Qualifications:
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2+ years of experience with insurance/investments with an advanced understanding of annuities and their benefits, including additional riders
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Maintain a positive personality and a strong client focus
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Manage complexity and coordinate across several departments under strict timelines
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Beneficial if you have your State Life & Health or equivalent insurance license in good order
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We will help you obtain your Series 65 designation to become a Registered Investment Advisor (if you do not have it already)
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced technologists to our Technology team.
We are looking for an Application Development Technical Lead to plan the cloud architecture and solution design of enterprise data warehouses/data marts and analytics as part of a collection of systems in a large technology ecosystem. You will report to the Application Development Team Leader.
The Opportunity:
As a Application Development Technical Lead, you will perform design and administration of our Azure data and analytics platform to ensure smooth system operations and be the guide for architectural principles and standards. As a technical expert for our data and analytics ecosystem, you will support Fisher Investments business line reporting teams and data delivery teams. This hands-on role will provide direction to other developers of data warehouse workloads and data related projects.
You will help align department-wide solutions to Fisher's enterprise priorities and survey the technology landscape and guide the evolution of current environment to support future capabilities and requirements. You will be a part of the team that plans the technology to ensure capacity and scalability as demand and usage evolves.
The Day-to-Day:
- Work with business and technology partners to analyze how the data warehouse, analytics and application will meet our goals
- Evaluate all proposed requests to determine fit with data warehouse, analytics and application solution architecture
- Oversee data warehouse and analytics technical platform on Azure, from implementation to enhancements and ongoing operations
- Develop and coordinate cloud data and application solutions/projects across diverse groups and areas including enterprise architecture, application development, identity and access management, network and data management
- Provide technical direction and guidance to database and application developers
- Develop cloud security and access control solution/policy, data and BI standards, guidelines and best practice for business groups and technical teams
- Perform maintenance and troubleshooting activities for data warehouse, BI platform and other data projects and resolve issues
- Review system application logs and identify potential issues and improvements to ensure smooth operations
- Perform capacity planning, cloud cost analysis and optimization and provide recommendations to management
- Provide after-hour system and application support
- Develop multiple work plans for projects and prepare appropriate status reports and submit them to management
Your Qualifications:
- 5+ years' of experience as a System Architect or Application Architect, focusing on data and cloud applications with direct experience with application development, data warehouse and BI design, implementation, and operation
- Experience with cloud data warehouse and analytics technologies, specifically Azure Synapse, Azure Data Factory, Azure Data Lake Storage, Power BI, and other Azure data solutions
- Knowledge or experience with infrastructure (operating system and networking) and cloud administration and automation such as Terraform for Infrastructure as Code
- Knowledge of DevOps in application development such as GitHub Actions, PowerShell
- Experience with application development using Microsoft and cloud technologies (such as SQL, Azure, C#, Python
- Knowledge or experience with infrastructure (operating system and networking) and cloud administration
- Experience with Agile methodologies in a cloud, application, database, data warehousing and BI space
- BS or equivalent in Computer Science or related field or a combination of technical skills, cloud, operating system, networking, security, data application, data modeling and BI background
Compensation:
- $160,000 - $195,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced technologists to our Technology team.
We are looking for an Application Development Technical Lead to plan the cloud architecture and solution design of enterprise data warehouses/data marts and analytics as part of a collection of systems in a large technology ecosystem. You will report to the Application Development Team Leader.
The Opportunity:
As a Application Development Technical Lead, you will perform design and administration of our Azure data and analytics platform to ensure smooth system operations and be the guide for architectural principles and standards. As a technical expert for our data and analytics ecosystem, you will support Fisher Investments business line reporting teams and data delivery teams. This hands-on role will provide direction to other developers of data warehouse workloads and data related projects.
You will help align department-wide solutions to Fisher's enterprise priorities and survey the technology landscape and guide the evolution of current environment to support future capabilities and requirements. You will be a part of the team that plans the technology to ensure capacity and scalability as demand and usage evolves.
The Day-to-Day:
- Work with business and technology partners to analyze how the data warehouse, analytics and application will meet our goals
- Evaluate all proposed requests to determine fit with data warehouse, analytics and application solution architecture
- Oversee data warehouse and analytics technical platform on Azure, from implementation to enhancements and ongoing operations
- Develop and coordinate cloud data and application solutions/projects across diverse groups and areas including enterprise architecture, application development, identity and access management, network and data management
- Provide technical direction and guidance to database and application developers
- Develop cloud security and access control solution/policy, data and BI standards, guidelines and best practice for business groups and technical teams
- Perform maintenance and troubleshooting activities for data warehouse, BI platform and other data projects and resolve issues
- Review system application logs and identify potential issues and improvements to ensure smooth operations
- Perform capacity planning, cloud cost analysis and optimization and provide recommendations to management
- Provide after-hour system and application support
- Develop multiple work plans for projects and prepare appropriate status reports and submit them to management
Your Qualifications:
- 5+ years' of experience as a System Architect or Application Architect, focusing on data and cloud applications with direct experience with application development, data warehouse and BI design, implementation, and operation
- Experience with cloud data warehouse and analytics technologies, specifically Azure Synapse, Azure Data Factory, Azure Data Lake Storage, Power BI, and other Azure data solutions
- Knowledge or experience with infrastructure (operating system and networking) and cloud administration and automation such as Terraform for Infrastructure as Code
- Knowledge of DevOps in application development such as GitHub Actions, PowerShell
- Experience with application development using Microsoft and cloud technologies (such as SQL, Azure, C#, Python
- Knowledge or experience with infrastructure (operating system and networking) and cloud administration
- Experience with Agile methodologies in a cloud, application, database, data warehousing and BI space
- BS or equivalent in Computer Science or related field or a combination of technical skills, cloud, operating system, networking, security, data application, data modeling and BI background
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced technologists to our Technology team.
We are looking for an Application Development Technical Lead to plan the cloud architecture and solution design of enterprise data warehouses/data marts and analytics as part of a collection of systems in a large technology ecosystem. You will report to the Application Development Team Leader.
The Opportunity:
As a Application Development Technical Lead, you will perform design and administration of our Azure data and analytics platform to ensure smooth system operations and be the guide for architectural principles and standards. As a technical expert for our data and analytics ecosystem, you will support Fisher Investments business line reporting teams and data delivery teams. This hands-on role will provide direction to other developers of data warehouse workloads and data related projects.
You will help align department-wide solutions to Fisher's enterprise priorities and survey the technology landscape and guide the evolution of current environment to support future capabilities and requirements. You will be a part of the team that plans the technology to ensure capacity and scalability as demand and usage evolves.
The Day-to-Day:
- Work with business and technology partners to analyze how the data warehouse, analytics and application will meet our goals
- Evaluate all proposed requests to determine fit with data warehouse, analytics and application solution architecture
- Oversee data warehouse and analytics technical platform on Azure, from implementation to enhancements and ongoing operations
- Develop and coordinate cloud data and application solutions/projects across diverse groups and areas including enterprise architecture, application development, identity and access management, network and data management
- Provide technical direction and guidance to database and application developers
- Develop cloud security and access control solution/policy, data and BI standards, guidelines and best practice for business groups and technical teams
- Perform maintenance and troubleshooting activities for data warehouse, BI platform and other data projects and resolve issues
- Review system application logs and identify potential issues and improvements to ensure smooth operations
- Perform capacity planning, cloud cost analysis and optimization and provide recommendations to management
- Provide after-hour system and application support
- Develop multiple work plans for projects and prepare appropriate status reports and submit them to management
Your Qualifications:
- 5+ years' of experience as a System Architect or Application Architect, focusing on data and cloud applications with direct experience with application development, data warehouse and BI design, implementation, and operation
- Experience with cloud data warehouse and analytics technologies, specifically Azure Synapse, Azure Data Factory, Azure Data Lake Storage, Power BI, and other Azure data solutions
- Knowledge or experience with infrastructure (operating system and networking) and cloud administration and automation such as Terraform for Infrastructure as Code
- Knowledge of DevOps in application development such as GitHub Actions, PowerShell
- Experience with application development using Microsoft and cloud technologies (such as SQL, Azure, C#, Python
- Knowledge or experience with infrastructure (operating system and networking) and cloud administration
- Experience with Agile methodologies in a cloud, application, database, data warehousing and BI space
- BS or equivalent in Computer Science or related field or a combination of technical skills, cloud, operating system, networking, security, data application, data modeling and BI background
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress.
The Opportunity:
You will report to the AVP of Technology Business Services and lead in designing, developing and implementing an application and business architecture blueprint. You will provide guidance with aligning business processes, information management, applications and technical architectures to support the business strategy. You will be responsible for hiring, terminating, and performance reviews of personnel.
The Day-to-Day:
- Manage the application development team to ensure quality on time deliverables
- Support implementation of talent management processes for the application development team
- Develop a team structure that aligns skills sets of the development team against business deliverables
- Engage with business and IT initiatives to help ensure solution development is aligned with our goals and architectural principles
- Lead business process and information architecture design activities
- Propose informed ideas on technology strategy and direction
- Contribute to and help coordinate the efforts of the Technology Team
- Define and coordinate the activities of various architecture working groups
- Work with technology leaders to decide technology direction, set goals consistent with the business strategy, and communicate progress
- Develop and deliver communications on the Architecture program to business sponsors, solution developers, and infrastructure engineers
- Coordinate specific line of business architecture efforts with those of the overall Enterprise
- Work with the AVP to develop and manage architecture processes to establish sound architectural practices in all phases of the solution development lifecycle
- Recommend to the AVP the appropriate information and application architecture approaches for distributed component services and information flow
- Develop and proactively manage the portfolio of application and technology initiatives
Your Qualifications:
- 7+ years industry experience with focus on technology architectures
- Broad technology experience throughout systems development lifecycle, and various areas
- of technology architecture (infrastructure, application architecture, data architecture, integration)
- Strong knowledge of processes and technologies used in the securities industry
- Strong understanding of software application architectures and infrastructure technologies
- Experience managing development teams to achieve tight time frames on budget
- Experience with commercial software product development
- Solid understanding of the investment management and wealth management industry
- Be a coach, building the design and development skills of other team members
- Experience in business process modeling
- Experience in information architecture design
- Bachelor's degree from a four-year college or university or equivalent experience
Compensation:
- $145,000 - $200,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 60 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress.
The Opportunity:
You will report to the AVP of Technology Business Services and lead in designing, developing and implementing an application and business architecture blueprint. You will provide guidance with aligning business processes, information management, applications and technical architectures to support the business strategy. You will be responsible for hiring, terminating, and performance reviews of personnel.
The Day-to-Day:
- Manage the application development team to ensure quality on time deliverables
- Support implementation of talent management processes for the application development team
- Develop a team structure that aligns skills sets of the development team against business deliverables
- Engage with business and IT initiatives to help ensure solution development is aligned with our goals and architectural principles
- Lead business process and information architecture design activities
- Propose informed ideas on technology strategy and direction
- Contribute to and help coordinate the efforts of the Technology Team
- Define and coordinate the activities of various architecture working groups
- Work with technology leaders to decide technology direction, set goals consistent with the business strategy, and communicate progress
- Develop and deliver communications on the Architecture program to business sponsors, solution developers, and infrastructure engineers
- Coordinate specific line of business architecture efforts with those of the overall Enterprise
- Work with the AVP to develop and manage architecture processes to establish sound architectural practices in all phases of the solution development lifecycle
- Recommend to the AVP the appropriate information and application architecture approaches for distributed component services and information flow
- Develop and proactively manage the portfolio of application and technology initiatives
Your Qualifications:
- 7+ years industry experience with focus on technology architectures
- Broad technology experience throughout systems development lifecycle, and various areas
- of technology architecture (infrastructure, application architecture, data architecture, integration)
- Strong knowledge of processes and technologies used in the securities industry
- Strong understanding of software application architectures and infrastructure technologies
- Experience managing development teams to achieve tight time frames on budget
- Experience with commercial software product development
- Solid understanding of the investment management and wealth management industry
- Be a coach, building the design and development skills of other team members
- Experience in business process modeling
- Experience in information architecture design
- Bachelor's degree from a four-year college or university or equivalent experience
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 60 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? If you are passionate about educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
As an Associate Investment Counselor, you work directly with a Senior Investment Counselor to help our clients in the United States. You will also partner with a variety of other teams to give our clients the best service possible. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education. You will report to your group manager who will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, working directly with our Senior Investment Counselors to build trusting relationships with our clients
- Help educate our clients on our top-down portfolio strategy, their investments, and important market events
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Support Senior Investment Counselors by following up with clients
- Work directly with internal departments to fulfill our client operational requests
Your Qualifications:
- Experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor's degree or equivalent work experience
- Required to pass the Series 65 exam or equivalent
- Experience managing work through Microsoft Outlook
- Comfortable delegating work up to more senior employees
- Ability to work in a fast-paced environment following directions from multiple partners
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you inspired by developing people and raising the bar within the learning and development field? Do you have experience leading Learning & Development teams? If you are looking to make a difference, the AVP of Corporate Learning & Development is the role you have been waiting for!
The Opportunity:
Fisher Investments’ award-winning Corporate Learning & Development team is dedicated to building lifelong careers through state-of-the-art educational resources and professional development. We build programs that provide people the development and training they need to be successful in their careers, reach their goals and foster greater connection to Fisher Investments.
As the AVP of Corporate Learning & Development, you can use your expertise to lead two teams to greater heights of learning and development excellence. You will create strategic roadmaps for our learning programs, develop the team, manage the budget and handle vendor relationships. As an expert in Learning & Development, you will report directly to the GVP of Organizational Effectiveness.
The Day-to-Day:
- Lead two Learning & Development teams located in four locations
- Use your Learning & Development expertise to design/curate, implement and evaluate our learning and development programs, including D&I training classes
- Create and facilitate train-the-trainer programs, tools and templates to develop the team
- Develop strategic roadmaps and ensure project plans are accomplished
- Evaluate the impact of current offerings effectively to revise or create new learning resources
- Manage budgets and vendor relationships. This includes vetting vendors, managing the relationships, and troubleshooting
- Stay current in your field to act as our firm’s expert in state-of-the-art learning & development practices
Your Qualifications:
-
10+ years in the Learning & Development field, with at least 5 years’ leadership experience, including leading leaders
-
Bachelor’s degree; Master’s degree and training certifications preferred
-
Effectively train others on learning and development practices, such as intake meetings, needs analyses, learning objectives, instructional design, adult learning principles, facilitation and evaluation
-
Understand training evaluation, how to measure success correctly and how to use those insights to inform program improvements
-
Understanding of differentiated learning strategies based on job levels
-
Experience developing a variety of learning programs, including D&I and executive level
-
Experience with vendor selection and relationship management
-
Can communicate effectively with executive audiences
-
Have LMS experience; Cornerstone preferred
Compensation:
-
$130,000 - $170,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
-
Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you inspired by developing people and raising the bar within the learning and development field? Do you have experience leading Learning & Development teams? If you are looking to make a difference, the AVP of Corporate Learning & Development is the role you have been waiting for!
The Opportunity:
Fisher Investments’ award-winning Corporate Learning & Development team is dedicated to building lifelong careers through state-of-the-art educational resources and professional development. We build programs that provide people the development and training they need to be successful in their careers, reach their goals and foster greater connection to Fisher Investments.
As the AVP of Corporate Learning & Development, you can use your expertise to lead two teams to greater heights of learning and development excellence. You will create strategic roadmaps for our learning programs, develop the team, manage the budget and handle vendor relationships. As an expert in Learning & Development, you will report directly to the GVP of Organizational Effectiveness.
The Day-to-Day:
- Lead two Learning & Development teams located in four locations
- Use your Learning & Development expertise to design/curate, implement and evaluate our learning and development programs, including D&I training classes
- Create and facilitate train-the-trainer programs, tools and templates to develop the team
- Develop strategic roadmaps and ensure project plans are accomplished
- Evaluate the impact of current offerings effectively to revise or create new learning resources
- Manage budgets and vendor relationships. This includes vetting vendors, managing the relationships, and troubleshooting
- Stay current in your field to act as our firm’s expert in state-of-the-art learning & development practices
Your Qualifications:
-
10+ years in the Learning & Development field, with at least 5 years’ leadership experience, including leading leaders
-
Bachelor’s degree; Master’s degree and training certifications preferred
-
Effectively train others on learning and development practices, such as intake meetings, needs analyses, learning objectives, instructional design, adult learning principles, facilitation and evaluation
-
Understand training evaluation, how to measure success correctly and how to use those insights to inform program improvements
-
Understanding of differentiated learning strategies based on job levels
-
Experience developing a variety of learning programs, including D&I and executive level
-
Experience with vendor selection and relationship management
-
Can communicate effectively with executive audiences
-
Have LMS experience; Cornerstone preferred
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you inspired by developing people and raising the bar within the learning and development field? Do you have experience leading Learning & Development teams? If you are looking to make a difference, the AVP of Corporate Learning & Development is the role you have been waiting for!
The Opportunity:
Fisher Investments’ award-winning Corporate Learning & Development team is dedicated to building lifelong careers through state-of-the-art educational resources and professional development. We build programs that provide people the development and training they need to be successful in their careers, reach their goals and foster greater connection to Fisher Investments.
As the AVP of Corporate Learning & Development, you can use your expertise to lead two teams to greater heights of learning and development excellence. You will create strategic roadmaps for our learning programs, develop the team, manage the budget and handle vendor relationships. As an expert in Learning & Development, you will report directly to the GVP of Organizational Effectiveness.
The Day-to-Day:
- Lead two Learning & Development teams located in four locations
- Use your Learning & Development expertise to design/curate, implement and evaluate our learning and development programs, including D&I training classes
- Create and facilitate train-the-trainer programs, tools and templates to develop the team
- Develop strategic roadmaps and ensure project plans are accomplished
- Evaluate the impact of current offerings effectively to revise or create new learning resources
- Manage budgets and vendor relationships. This includes vetting vendors, managing the relationships, and troubleshooting
- Stay current in your field to act as our firm’s expert in state-of-the-art learning & development practices
Your Qualifications:
-
10+ years in the Learning & Development field, with at least 5 years’ leadership experience, including leading leaders
-
Bachelor’s degree; Master’s degree and training certifications preferred
-
Effectively train others on learning and development practices, such as intake meetings, needs analyses, learning objectives, instructional design, adult learning principles, facilitation and evaluation
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Understand training evaluation, how to measure success correctly and how to use those insights to inform program improvements
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Understanding of differentiated learning strategies based on job levels
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Experience developing a variety of learning programs, including D&I and executive level
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Experience with vendor selection and relationship management
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Can communicate effectively with executive audiences
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Have LMS experience; Cornerstone preferred
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about helping small businesses succeed? Do you have a winning track record and love working on a team with a shared vision to better the lives of your clients? If so, the B2B Sales Associate role is for you!
You will get in on the ground floor and represent Fisher Investment's 401(k) Solutions Group; a expanding B2B division of a global money manager. You'll work with us to help thousands of businesses in a traditionally underserved market. You will educate others on how to reach a dignified retirement while growing your career and income along the way. Combine your experience with sales and helping others to excite people about a better future. Your success will provide great earning potential and you will report directly to your sales manager who will aid in your development.
The Opportunity:
This is an opportunity to accelerate your career and grow your wealth. As a B2B Sales Associate, you'll run a high volume of outreach to decision makers at companies that fit our Ideal Customer Profile and produce new business opportunities for yourself and our sales teams. You'll control your success. Along with future growth opportunity, team building, and the excitement of something new, prepare to be challenged to help build and scale the program. We want you to bring your knowledge to help us take advantage of opportunities to continue our expansion. In this sales development role you'll play an essential part in the future of our 401(k) Solutions Group.
The Day-to-Day:
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Engage company executives, owners, and plan sponsors to coordinate phone consultations for yourself and others to create qualified sales opportunities
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Manage your personal sales pipeline through various email and calling campaigns
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Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
-
Run a high volume of outreach to decision makers at companies that fit our Ideal Customer Profile
Your Qualifications:
-
College degree or 2+ years sales experience
-
Natural desire to connect with people
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A desire for uncapped earnings
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Persuade: You use compelling arguments to gain the support and commitment of others
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Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement
-
Collaborate: You effectively partner with senior sales team members to manage sales opportunities from beginning to end
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Billing Operations Team oversees and ensures the accurate billing of our clients.
Our efforts assist all of the companies we support globally and all of the products we offer. As a Billing Operations Associate you will develop an understanding of our broader Revenue Operations Group and help service a host of internal clients: Client Service, Portfolio Management Group (PMG), Legal and Compliance (LCD), and Audit, to name a few. Our group also works with our domestic and international custodians. You will develop unique perspective of how Corporate Finance helps service and protect our clients and the Firm. You will report directly to your Team Leader who will aid in your training, development and career progression.
The Day-to-Day:
- Identify, create, and develop documentation for group
- Responsible for properly handling confidential documents
- Oversee the coordination and collection of client fee payments by creating client invoices and corresponding fee submission to custodian partners
- Perform review and approval of accounts to ensure terms of client contracts are honored
- Process business requests to change client's billing information
- Work closely with various parts of the business to ensure proper setup and execution of management fee payments
- Help with potential process improvements and recommend solutions to help the firm scale for growth
Your Qualifications:
- Bachelor's degree or equivalent combination of education and experience
- Proficient in Microsoft Office (specifically in Excel)
- Demonstrate personal ownership over your career and daily work
- Manage complexity and coordinate across several departments under strict timelines
- You are engaging and can connect with a wide array of audiences by phone and email
Compensation:
- $55,000 - $75,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you love to financially educate and deepen relationships with clients? Are you interested in expanding your career and working with our high-net-worth Canadian clients? Since 2009, Fisher Investments International has developed a globally diverse environment within a larger firm structure. Join our team (in one of our US locations) as a pioneer and help grow our presence in the Canadian market by becoming an Investment Counsellor!
The Opportunity:
When you come to work for us as a Fisher Investments Canadian Investment Counsellor, we provide you with an abundance of support. Through our unique training program, you will receive an elevated finance and capital markets education to understand our firm's unique approach. Our Canadian Investment Counsellors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates, and renowned sales team. We offer a compensation structure that aligns with our clients' best interest and our commitment to being a fiduciary firm. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting important events in the market
- Partner with our Canadian sales team to gradually build your roster of high-net-worth Canadian clients within the first year
- Be the heart of our Private Client Group, working with our clients to build a trusting professional relationship
- Proactively reach out to clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Your Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- Bachelor's degree
- Experience with the investment universe and 4+ years of portfolio management experience
- Yields a thoughtful consultative approach with an emphasis on client focus
- Experience building client relationships and instilling trust within the investment industry
Compensation:
- $90,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you love to financially educate and deepen relationships with clients? Are you interested in expanding your career and working with our high-net-worth Canadian clients? Since 2009, Fisher Investments International has developed a globally diverse environment within a larger firm structure. Join our team (in one of our US locations) as a pioneer and help grow our presence in the Canadian market by becoming an Investment Counsellor!
The Opportunity:
When you come to work for us as a Fisher Investments Canadian Investment Counsellor, we provide you with an abundance of support. Through our unique training program, you will receive an elevated finance and capital markets education to understand our firm's unique approach. Our Canadian Investment Counsellors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates, and renowned sales team. We offer a compensation structure that aligns with our clients' best interest and our commitment to being a fiduciary firm. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting important events in the market
- Partner with our Canadian sales team to gradually build your roster of high-net-worth Canadian clients within the first year
- Be the heart of our Private Client Group, working with our clients to build a trusting professional relationship
- Proactively reach out to clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Your Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- Bachelor's degree
- Experience with the investment universe and 4+ years of portfolio management experience
- Yields a thoughtful consultative approach with an emphasis on client focus
- Experience building client relationships and instilling trust within the investment industry
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you love to financially educate and deepen relationships with clients? Are you interested in expanding your career and working with our high-net-worth Canadian clients? Since 2009, Fisher Investments International has developed a globally diverse environment within a larger firm structure. Join our team (in one of our US locations) as a pioneer and help grow our presence in the Canadian market by becoming an Investment Counsellor!
The Opportunity:
When you come to work for us as a Fisher Investments Canadian Investment Counsellor, we provide you with an abundance of support. Through our unique training program, you will receive an elevated finance and capital markets education to understand our firm's unique approach. Our Canadian Investment Counsellors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates, and renowned sales team. We offer a compensation structure that aligns with our clients' best interest and our commitment to being a fiduciary firm. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
As a Canadian Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Help your clients understand our top-down portfolio strategy, walking them through specific investments and highlighting important events in the market
- Partner with our Canadian sales team to gradually build your roster of high-net-worth Canadian clients within the first year
- Be the heart of our Private Client Group, working with our clients to build a trusting professional relationship
- Proactively reach out to clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Your Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- Bachelor's degree
- Experience with the investment universe and 4+ years of portfolio management experience
- Yields a thoughtful consultative approach with an emphasis on client focus
- Experience building client relationships and instilling trust within the investment industry
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Calling all financial sales professionals looking for a role focused 100% on new client acquisition!
As a Private Client Adviser with Fisher Investments (FI), you will receive access to qualified lead resources (C$500K or more in liquid investable assets) and will be solely responsible for conducting consultative meetings aimed at helping high-net-worth Canadian families with more suitable investment solutions.
Fisher Investments (FI) is a privately held, multi-billion dollar, global investment firm active in over 16 countries worldwide. Our number one priority is achieving the long-term financial goals of our customers. We achieve this by placing the needs of our clients first, providing customized portfolio management, and unparalleled service tailored to our clients’ needs.
Join us today in our mission to ‘Better’ the Investment Universe!
The Opportunity:
This lucrative role with uncapped earning potential, allows you to manage your business remotely from your home, covering a local territory within driving distance. The position involves handling warm initial calls and video conferences or in-person selling to help clients. You will present FI’s wealth management solutions to high-net-worth investors with C$500K or more to invest. Our dedicated portfolio management and client service groups will manage the transition and retention of client relationships, freeing you up to focus purely on new client acquisition. You will report to FI’s head of sales who will ensure you have all the resources, support, and training you need to succeed.
The Day-to-Day:
- Contact leads generated by FI’s direct marketing group and identify new client opportunities
- Meet with prospects to identify their financial goals and objectives and provide tailored solutions
- Help qualified private investors become clients of Fisher Investments
Your Qualifications:
- 5+ years of success selling to high-net-worth individuals
- Experience in high-volume phone activity and in-person meetings
- Calculated risk-taker; willing to win-some, lose some
- Ability to connect with a wide array of audiences
- Highly ethical and professional
Minimum Licensing Requirements:
- IIROC licensed as a “Dealing Representative (Investment Dealer)” for any 2 out of the last 5 years
- CIM or CFA Level I passed
- Demonstrate that you have/had the ability to sell and give advice on stocks to clients while licensed as a “Dealing Representative (Investment Dealer)”
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, prescription drugs, dental and orthodontia, vision) for employees and their qualified dependents
- $10,000 employer-paid life and AD&D policy for employee with optional buy-up
- Annual leave and paid holidays according to provincial mandate
- Employee Assistance Program and other emotional well-being services
- $10,000* fertility, hormonal health and family-forming benefit
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
#LI-Remote
Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and personal with US based clients, forming relationships and becoming the operational expert that helps our clients navigate their financial futures. This is a unique opportunity to be one of the first employees in our new office where we believe your career goals and your desire to help others should go hand-in-hand!
The Opportunity:
Reporting to the Client Service Manager, you will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service and more.
This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings. In addition to receiving in-depth training on financial markets, you will be mentored by an experienced CSA to help you succeed at your role.
The Day-to-Day:
- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
- Interact with clients to establish and clear accounts and resolve documentation and transfer issues
Your Qualifications:
- Proficient in written and verbal English
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You overcome challenges and learn from your setbacks while working towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
Why Fisher Investments Costa Rica:
At Fisher Investments Costa Rica, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Employer-paid $10,000 life insurance policy
- 15 days of annual leave, plus up to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- $10,000* fertility, hormonal health and family-forming benefit
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments Costa Rica is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER
Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.
The Opportunity:
You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.
The Day-to-Day:
- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
- Establish and clear accounts and resolve documentation and transfer issues
Your Qualifications:
- Bachelor’s degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on. You learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
As the Content Manager on our 401(k) Solutions team, you will create and develop content to help us generate new clients and support and educate our existing clients. You will establish a content strategy for our marketing and communication team and write, create and edit compelling content for our prospect and client audiences. Reporting to the Team Lead of Marketing and Communications, you will serve as the go-to for content development, messaging, communications and business writing. You will use data-driven insights to support your work and build engagement-generating, prospect and client content.
The Day-to-Day:
- Establish a content strategy that supports sales, marketing, and client services:
- 50%: Content development and copy writing
- 25%: Content strategy
- 25%: Content execution
- Develop short-form and long-form content to support demand generation and client communication efforts to educate target audiences on services, retirement plans and financial wellness
- Find and apply insights from marketing data, consumer research and leading marketing and communications practices to your content development and strategy efforts
- Create a steady stream of proactive content ideas
- Use your sharp attention to detail and deep understanding of grammar to catch typos and errors before content is submitted
- Collaborate with partner creative agencies as needed
- Work with leadership to align projects, timelines and prioritization
Your Qualifications:
- 5+ years' experience B2B copy writing, content creation and client communications experience; Bachelor's degree required
- 3+ year experience developing and creating content strategies for marketing and communications teams
- 2-5 years of agency experience or client focused content development
- Documented success with written and spoken communication strategies
- In-depth knowledge of best practices for business writing, client communications, marketing and sales copy
- Displays strong attention to detail through editing and ability to apply insights from data
About Fisher Investment 401(k) Solutions :
Fisher Investments 401(k) Solutions is building something special for small businesses and their employees. Retirement planning benefits are part of why people work, and which company they choose is fundamental to creating financial security for families and loved ones upon retirement. Too often, small businesses lack the support needed to provide this important benefit to their employees. That is where Fisher Investments comes in. Our creative business model is uniquely designed for the small businesses that are commonly under-serviced and ignored by our competitors.
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
- 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
As a Digital Media Specialist at Fisher Investments, you will help develop direct response digital media campaigns to reach perspective clients in the US on some of the largest and most advanced advertising platforms, including Facebook, Google, LinkedIn and Yahoo. Our formal training and mentorship program will teach you how to manage a budget, produce and analyze results, partner with our creative team to develop digital assets and learn valuable technological skills of this critical position.
The Opportunity:
Digital Media Specialist are a part of the Global Private Client Group Marketing Digital Media group, which helps provides high-quality leads to our US and International Private Client Group sales teams. This position will report to the Assistant Vice President of Global Marketing Digital Media. We are a fun and flexible group dedicated to developing our people and helping as many families achieve their retirement goals as possible.
The Day-to-Day:
- Create and improve direct response digital media campaigns across Social Media, Paid Search, Display, Native and Video channels within the world’s largest digital ad platforms (Google, Facebook, LinkedIn, and more)
- Develop and test new targeting tactics including re-marketing, lookalike modeling and more
- Analyze data to identify micro/macro trends, then build digital media campaigns capitalizing on the findings
- Communicate campaign performance and analysis to leadership and important partners
- Partner with our in-house creative agency, Fishtank, to develop digital advertisements
- Collaborate with our Strategy & Planning team to find solutions to meet client acquisition needs and increase scale to meet business demands
- Research and continually learn about industry trends and identify new test opportunities
- Partner with our data privacy team to ensure that campaigns, targeting and creative adhere to all privacy regulations and policies
Your Qualifications:
- 1+ years digital marketing experience as a digital media buyer/planner, campaign analyst or account manager (other online advertising background)
- Experience working in digital ad platforms such as Facebook Ads Manager, Google Ads, LinkedIn Campaign Manager or other media platforms
- Working knowledge in Excel, including the ability to use formulas and pivot tables
- Experience using web analytics tools and optimizing campaigns based on performance (Google Analytics)
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
As a Digital Media Specialist at Fisher Investments, you will help develop direct response digital media campaigns to reach perspective clients in the US on some of the largest and most advanced advertising platforms, including Facebook, Google, LinkedIn and Yahoo. Our formal training and mentorship program will teach you how to manage a budget, produce and analyze results, partner with our creative team to develop digital assets and learn valuable technological skills of this critical position.
The Opportunity:
Digital Media Specialist are a part of the Global Private Client Group Marketing Digital Media group, which helps provides high-quality leads to our US and International Private Client Group sales teams. This position will report to the Assistant Vice President of Global Marketing Digital Media. We are a fun and flexible group dedicated to developing our people and helping as many families achieve their retirement goals as possible.
The Day-to-Day:
- Create and improve direct response digital media campaigns across Social Media, Paid Search, Display, Native and Video channels within the world’s largest digital ad platforms (Google, Facebook, LinkedIn, and more)
- Develop and test new targeting tactics including re-marketing, lookalike modeling and more
- Analyze data to identify micro/macro trends, then build digital media campaigns capitalizing on the findings
- Communicate campaign performance and analysis to leadership and important partners
- Partner with our in-house creative agency, Fishtank, to develop digital advertisements
- Collaborate with our Strategy & Planning team to find solutions to meet client acquisition needs and increase scale to meet business demands
- Research and continually learn about industry trends and identify new test opportunities
- Partner with our data privacy team to ensure that campaigns, targeting and creative adhere to all privacy regulations and policies
Your Qualifications:
- 1+ years digital marketing experience as a digital media buyer/planner, campaign analyst or account manager (other online advertising background)
- Experience working in digital ad platforms such as Facebook Ads Manager, Google Ads, LinkedIn Campaign Manager or other media platforms
- Working knowledge in Excel, including the ability to use formulas and pivot tables
- Experience using web analytics tools and optimizing campaigns based on performance (Google Analytics)
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments! We're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologists to our team.
The Opportunity:
As an Enterprise Architect (Integration), you will plan portions of the enterprise architecture environment and promote architectural principles and standards. You will have a particular focus on data and integration architecture in the context of using cloud platforms to run a large wealth management firm with a global presence.
As a technical expert, you will partner with our internal technology teams, our partners, third-party vendors, and implementation partners. Your experience will help us build our technology transformation program and create multi-year roadmaps to align enterprise-wide solutions to Fisher's our priorities. You will also survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Vice President of Enterprise Architecture as a member of our team of experienced Enterprise Architects.
The Day-to-Day:
- Define and oversee the adherence to enterprise architecture principles and standards across portions of applications, infrastructure, and information security
- Define the architecture and lead the selection of important platforms (both cloud and on-premises), products, and vendors to be utilized for programs across the enterprise
- Ensure the architecture of applications and systems (especially cloud-based data and integration architecture) is consistent with enterprise needs, and ascertain how application solutions are used to meet those enterprise needs
- Lead technology and business teams to evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for all applications and support activities
- Survey the technology landscape to identify systems and solutions that align with firm strategy while collaborating with executive leadership to recommend, implement and maintain appropriate technology solutions
- Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, 3rd party vendors, and implementation partners
- Facilitate optimization of current state architecture during the transformation to future state architecture
Your Qualifications:
- 10+ year's combination of solution / technical / business architecture roles
- 7+ years of experience leading solution / technical architecture team with a strong preference at a large asset management or financial services firm
- Bachelor's degree in information systems or related technical field or equivalent combination of education and experience required
- Experience with application, data, integration, security, and technology platform architectures
- Experience with cloud-based platforms and services, and building cloud-based and hybrid solutions
- Broad understanding of market / industry trends and architecture frameworks
- Highly advanced ability to investigate, analyze issues to take to resolution
- Experience implementing multiple complex enterprise level changes simultaneously, including how to guide and measure adoption of best practices
- Proven experience leading, mentoring, and developing employees
- Expertise in translating enterprise needs and problems into viable and accepted solutions
- Expertise in decision-making, conflict resolution, and negotiation/influence skills
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to join Fisher Investments! We're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologists to our team.
The Opportunity:
As an Enterprise Architect (Integration), you will plan portions of the enterprise architecture environment and promote architectural principles and standards. You will have a particular focus on data and integration architecture in the context of using cloud platforms to run a large wealth management firm with a global presence.
As a technical expert, you will partner with our internal technology teams, our partners, third-party vendors, and implementation partners. Your experience will help us build our technology transformation program and create multi-year roadmaps to align enterprise-wide solutions to Fisher's our priorities. You will also survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Vice President of Enterprise Architecture as a member of our team of experienced Enterprise Architects.
The Day-to-Day:
- Define and oversee the adherence to enterprise architecture principles and standards across portions of applications, infrastructure, and information security
- Define the architecture and lead the selection of important platforms (both cloud and on-premises), products, and vendors to be utilized for programs across the enterprise
- Ensure the architecture of applications and systems (especially cloud-based data and integration architecture) is consistent with enterprise needs, and ascertain how application solutions are used to meet those enterprise needs
- Lead technology and business teams to evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for all applications and support activities
- Survey the technology landscape to identify systems and solutions that align with firm strategy while collaborating with executive leadership to recommend, implement and maintain appropriate technology solutions
- Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, 3rd party vendors, and implementation partners
- Facilitate optimization of current state architecture during the transformation to future state architecture
Your Qualifications:
- 10+ year's combination of solution / technical / business architecture roles
- 7+ years of experience leading solution / technical architecture team with a strong preference at a large asset management or financial services firm
- Bachelor's degree in information systems or related technical field or equivalent combination of education and experience required
- Experience with application, data, integration, security, and technology platform architectures
- Experience with cloud-based platforms and services, and building cloud-based and hybrid solutions
- Broad understanding of market / industry trends and architecture frameworks
- Highly advanced ability to investigate, analyze issues to take to resolution
- Experience implementing multiple complex enterprise level changes simultaneously, including how to guide and measure adoption of best practices
- Proven experience leading, mentoring, and developing employees
- Expertise in translating enterprise needs and problems into viable and accepted solutions
- Expertise in decision-making, conflict resolution, and negotiation/influence skills
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you enjoy asking questions, proposing solutions to problems and improving processes? As a Portfolio Evaluation Associate, you will hone your skills. You will learn Fisher Investments' unique investment process from a global perspective while becoming an internal resource for our client Relationship Managers.
You will be in our Portfolio Management Group, which supports the investment process from start to finish. You will be offered a diverse range of opportunities for engaging work and professional growth in this group.
The Opportunity:
Portfolio Evaluation Associates review client portfolios to create transparent deliverables that help our clients make informed investment decisions. You will create content, educate our clients, enhance technology and improve infrastructure.
Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings. You will report directly to your manager who will aid your development and commit to making this a place where you can grow your career.
The Day-to-Day:
- Prepare global investment proposals with portfolio strategies designed to maximize the probability of achieving each investor's financial goals
- Produce analyses that help clients make informed decisions regarding their current and potential investment strategies
- Run projected cash-flow analyses and create financial plans that help our clients plan their financial future
- Work with teammates on ad-hoc initiatives that improve the group and firm
Your Qualifications:
- Bachelor's degree or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on; You learn from your setbacks and work towards improvement
- You pride yourself on being helpful and collaborating with teammates
- You are engaging and can connect with a wide array of audiences by phone and email
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
The Opportunity:
As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives. You will report to the Estate Planning Team Leader.
The Day-to-Day:
-
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
-
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers
-
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals
-
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners
-
You will manage daily calls with clients and internal partners
Your Qualifications:
-
5+ years of experience working in the trust/estate planning field
-
Experience working on complex estates with an understanding of trusts
-
Experience handling sensitive materials and information
-
Experience building credibility and trust in a short amount of time
Compensation:
-
$100,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
-
Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
The Opportunity:
As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives. You will report to the Estate Planning Team Leader.
The Day-to-Day:
-
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
-
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers
-
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals
-
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners
-
You will manage daily calls with clients and internal partners
Your Qualifications:
-
5+ years of experience working in the trust/estate planning field
-
Experience working on complex estates with an understanding of trusts
-
Experience handling sensitive materials and information
-
Experience building credibility and trust in a short amount of time
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
The Opportunity:
As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives. You will report to the Estate Planning Team Leader.
The Day-to-Day:
-
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
-
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers
-
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals
-
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners
-
You will manage daily calls with clients and internal partners
Your Qualifications:
-
5+ years of experience working in the trust/estate planning field
-
Experience working on complex estates with an understanding of trusts
-
Experience handling sensitive materials and information
-
Experience building credibility and trust in a short amount of time
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you an accomplished collaborator and communicator in your current role? Do you have a passion for getting to the root of a problem and coming up with possible solutions? Come join a small, agile team at Fisher Investments and help improve Corporate Finance's processes.
The Opportunity:
As a Business Analyst at Fisher Investments, you will work with outside consultants and subject matter experts (SMEs) in Finance and Technology to implement department wide technology and process solutions. Reporting to the Finance Support Manager, you will apply your accounting knowledge to help establish and rationalize business requirements. You will also perform parallel testing of current and new technology and report results back to important partners; facilitate User Acceptance Testing and use end-user feedback to improve processes.
The Day-to-Day:
- Work with Subject Matter Experts, decision makers and outside consultants to gather business requirements and design efficient business processes
- Perform regression testing for defect resolution and enhancements
- Create process documentation (e.g. process flows, Procedure documents, policy documents, system requirements, training documents)
- Design efficient accounting processes that best use new technology
- Work through the entire Project Life Cycle from idea through to implementation and stabilization
Your Qualifications:
- 3+ years of experience in business analysis including requirements gathering, user acceptance testing and efficient process building
- Experience working with SAP S/4HANA in the cloud preferred (core Finance modules – Accounts Payable, Accounts Receivable, General Ledger a plus)
- Experience managing the full project life cycle from initial ideation through implementation and stabilization
- Applicable knowledge in MS Visio, Excel (can maintain complex spreadsheets) and PowerPoint
- Experience working with documentation management
Compensation:
- $75,000 - $90,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you an accomplished collaborator and communicator in your current role? Do you have a passion for getting to the root of a problem and coming up with possible solutions? Come join a small, agile team at Fisher Investments and help improve Corporate Finance's processes.
The Opportunity:
As a Business Analyst at Fisher Investments, you will work with outside consultants and subject matter experts (SMEs) in Finance and Technology to implement department wide technology and process solutions. Reporting to the Finance Support Manager, you will apply your accounting knowledge to help establish and rationalize business requirements. You will also perform parallel testing of current and new technology and report results back to important partners; facilitate User Acceptance Testing and use end-user feedback to improve processes.
The Day-to-Day:
- Work with Subject Matter Experts, decision makers and outside consultants to gather business requirements and design efficient business processes
- Perform regression testing for defect resolution and enhancements
- Create process documentation (e.g. process flows, Procedure documents, policy documents, system requirements, training documents)
- Design efficient accounting processes that best use new technology
- Work through the entire Project Life Cycle from idea through to implementation and stabilization
Your Qualifications:
- 3+ years of experience in business analysis including requirements gathering, user acceptance testing and efficient process building
- Experience working with SAP S/4HANA in the cloud preferred (core Finance modules – Accounts Payable, Accounts Receivable, General Ledger a plus)
- Experience managing the full project life cycle from initial ideation through implementation and stabilization
- Applicable knowledge in MS Visio, Excel (can maintain complex spreadsheets) and PowerPoint
- Experience working with documentation management
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!
The Opportunity:
As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.
The Day-to-Day:
- You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
-
You will complete financial plans and other detailed analyses for existing clients
-
Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
-
Report on feedback, trends and more to the Private Client Group Programs management
-
You will host sessions for internal and external clients
Your Qualifications:
-
5+ years of experience within financial services
-
You have in-depth knowledge of financial planning topics (CFP beneficial)
-
You communicate with a wide array of audiences by phone and email
-
Manage complexity and coordinate across several departments under strict timelines
Compensation:
-
$85,000 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
-
Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!
The Opportunity:
As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.
The Day-to-Day:
- You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
-
You will complete financial plans and other detailed analyses for existing clients
-
Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
-
Report on feedback, trends and more to the Private Client Group Programs management
-
You will host sessions for internal and external clients
Your Qualifications:
-
5+ years of experience within financial services
-
You have in-depth knowledge of financial planning topics (CFP beneficial)
-
You communicate with a wide array of audiences by phone and email
-
Manage complexity and coordinate across several departments under strict timelines
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!
The Opportunity:
As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.
The Day-to-Day:
- You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
-
You will complete financial plans and other detailed analyses for existing clients
-
Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
-
Report on feedback, trends and more to the Private Client Group Programs management
-
You will host sessions for internal and external clients
Your Qualifications:
-
5+ years of experience within financial services
-
You have in-depth knowledge of financial planning topics (CFP beneficial)
-
You communicate with a wide array of audiences by phone and email
-
Manage complexity and coordinate across several departments under strict timelines
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions.
The Opportunity:
As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more.
The Day-to-Day:
- Data entry of prospect and client information
- Monitor office supply inventory
- Sort and distribute incoming mail and packages
- Process UPS, DHL and FedEx shipments
- Help with office moves, mounting equipment and cleaning
- Prepare marketing kits for prospective clients
Your Qualifications:
- Proficient in desktop PC's, printers and scanners
- Experience with UPS, FedEx and DHL
- Proficiency in Microsoft Word, Excel and Outlook
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you excel in a communicative environment? Do you enjoy working collaboratively with peers? Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works closely with our Institutional groups to help meet strategic fund initiatives and financial analysis needs. The team also coordinates with a variety of Accounting groups in Corporate Finance and many other groups within the firm.
The Opportunity:
As the Fund Accounting Specialist, you will build your accounting abilities by cross-training, taking ownership of various projects and becoming a liaison for other departments within the firm to answer questions. Every day is different from the rest. You will support our firm and clients by providing operational accounting support, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more! You will report to the Fund Accounting Manager, who will guide your training and long-term career development.
The Day-to-Day:
-
Manage the expense payment process for fund invoices
-
Directly support the preparation and review of fund financial statements
-
Participate in fund audits and help with periodic tax reviews
-
Monitor and report team metrics
-
Work closely with various teams within the Institutional department
-
Be part of process improvement and automation efforts by leading projects or making suggestions
Your Qualifications:
-
2+ years Accounting experience
-
Bachelor's Degree in Accounting or Finance
-
Proficiency in excel (can maintain complex spreadsheets)
-
Committed to maintaining accuracy while completing assigned tasks and following timelines
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you excel in a communicative environment? Do you enjoy working collaboratively with peers? Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works closely with our Institutional groups to help meet strategic fund initiatives and financial analysis needs. The team also coordinates with a variety of Accounting groups in Corporate Finance and many other groups within the firm.
The Opportunity:
As the Fund Accounting Specialist, you will build your accounting abilities by cross-training, taking ownership of various projects and becoming a liaison for other departments within the firm to answer questions. Every day is different from the rest. You will support our firm and clients by providing operational accounting support, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more! You will report to the Fund Accounting Manager, who will guide your training and long-term career development.
The Day-to-Day:
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Manage the expense payment process for fund invoices
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Directly support the preparation and review of fund financial statements
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Participate in fund audits and help with periodic tax reviews
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Monitor and report team metrics
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Work closely with various teams within the Institutional department
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Be part of process improvement and automation efforts by leading projects or making suggestions
Your Qualifications:
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2+ years Accounting experience
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Bachelor's Degree in Accounting or Finance
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Proficiency in excel (can maintain complex spreadsheets)
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Committed to maintaining accuracy while completing assigned tasks and following timelines
Compensation:
- $60,000 - $80,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments is currently looking for a Global Mobility & Immigration Analyst to join our growing team. As a necessary member of our Global Mobility and Immigration team you will have the opportunity to work with all of Fisher's locations worldwide.
The Opportunity:
The Global Mobility and Immigration Analyst facilitates our US Sponsorship program and contributes towards international immigration and mobility efforts. Reporting to the Global Mobility and Immigration Team Lead, you will anticipate, plan and administer Fisher’s sponsorship processes. Through in-take and eligibility assessment, document preparation and coordination with external counsel, while ensuring policy compliance, optimal processing timelines and maximum efficiency. The GMI Analyst will also lead process improvement and other key initiatives to ensure managers and employees have a good user experience that aligns with approved program parameters.
The Day-to-Day:
- Oversee and manage ongoing caseloads including both non-immigrant and immigrant/green card/visa (PERM, I-140, HI-B, F-1 etc.)
- Coordinate with outside immigration counsel and internal HR teams to process mandatory paperwork and ensure appropriate timelines are met
- Ensure compliance with all requirements related to employee’s right to work and conduct various compliance activities, including reporting and regular audits
- Help update policies and processes (FAQs, immigration resources etc.)
- Partner with HR, Talent Acquisition and hiring managers to provide education & coaching on immigration policy and procedures
- Provide I-9 guidance to employees and training to HR team members and other team members
- Provide ad-hoc metrics and reporting as needed
Your Qualifications:
- Bachelor’s degree or equivalent combination of education and experience required
- 3-5 years of US immigration experience
- Experience analyzing / reporting data and communicating to a wide range of audiences
- Develop creative solutions in response to situations as they arise
- Enjoys working collaboratively with a variety of internal partners
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments is currently looking for a Global Mobility & Immigration Analyst to join our growing team. As a necessary member of our Global Mobility and Immigration team you will have the opportunity to work with all of Fisher's locations worldwide.
The Opportunity:
The Global Mobility and Immigration Analyst facilitates our US Sponsorship program and contributes towards international immigration and mobility efforts. Reporting to the Global Mobility and Immigration Team Lead, you will anticipate, plan and administer Fisher’s sponsorship processes. Through in-take and eligibility assessment, document preparation and coordination with external counsel, while ensuring policy compliance, optimal processing timelines and maximum efficiency. The GMI Analyst will also lead process improvement and other key initiatives to ensure managers and employees have a good user experience that aligns with approved program parameters.
The Day-to-Day:
- Oversee and manage ongoing caseloads including both non-immigrant and immigrant/green card/visa (PERM, I-140, HI-B, F-1 etc.)
- Coordinate with outside immigration counsel and internal HR teams to process mandatory paperwork and ensure appropriate timelines are met
- Ensure compliance with all requirements related to employee’s right to work and conduct various compliance activities, including reporting and regular audits
- Help update policies and processes (FAQs, immigration resources etc.)
- Partner with HR, Talent Acquisition and hiring managers to provide education & coaching on immigration policy and procedures
- Provide I-9 guidance to employees and training to HR team members and other team members
- Provide ad-hoc metrics and reporting as needed
Your Qualifications:
- Bachelor’s degree or equivalent combination of education and experience required
- 3-5 years of US immigration experience
- Experience analyzing / reporting data and communicating to a wide range of audiences
- Develop creative solutions in response to situations as they arise
- Enjoys working collaboratively with a variety of internal partners
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a curious auditor who wants to make a difference? Your experience with a world of changing regulations will evaluate the efficiency of operations designed to protect us and our clients. Your help will provide valuable insights and opinions to the growth of our firm.
The Opportunity:
As an Internal Auditor at Fisher Investments you'll use your previous audit experience to make a significant impact at an expanding global money manager. You will help develop an effective internal audit program. You will help assess risk, test internal controls, and provide invaluable operational knowledge. You will report to the Internal Audit Manager who will aid in your training for this role and professional development for future growth opportunities.
The Day-to-Day:
- Conduct operational, compliance, and financial audits throughout our domestic and international operations
- Review compliance with applicable laws and regulations
- Document internal controls and procedures
- Prepare management reports to communicate audit results
- Provide recommendations for business process improvements and internal controls
Your Qualifications:
- Bachelor's Degree
- 2+ years of audit experience
- Knowledge of internal and auditing controls and procedures
- Make applicable recommendations to improve process and effectiveness
- Clear presentation and reporting of audit findings and solutions
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.
The Opportunity:
You will work with your UK Client Services colleagues in the US and UK to help our high net worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development.
The Day-to-Day:
- Communicate with high net worth UK clients and our partner firms in the US and UK
- Work with Investment Counselors to fulfill operational requests from clients
- Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
- Provide long-term account maintenance for existing UK clients
Your Qualifications:
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on
- You are engaging and can effectively communicate verbally and in writing
- Desire to immerse yourself and embrace a new culture and regulatory environment as we expand globally
- Maintain client focus and find appropriate solutions when faced with ambiguity
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based in Canada. You'll help our Canadian clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.
The Opportunity:
You will work with your US and Canadian colleagues to help our high net worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy a myriad of opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development.
The Day-to-Day:
- Communicate with high net worth Canadian clients and our partner firms
- Work with Investment Counselors to fulfill operational requests from clients
- Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
- Provide long-term account maintenance for existing clients
Your Qualifications:
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on
- You're introspective, learning from your setbacks
- You are engaging and can effectively communicate verbally and in writing
- Desire to immerse yourself and embrace a new culture and regulatory environment as we expand globally
- Maintain client focus and find appropriate solutions when faced with ambiguity
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Come join our firm as an Investment Counselor and be the primary contact for a roster of assigned high-net-worth clients. Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to receive in-depth training on US financial markets so that you can help clients reach their long-term financial goals and better the investment universe.
The Opportunity
As an Investment Counselor, you are the voice to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, we offer an elevated finance and capital markets education to understand our firm's unique approach to investing as well as to help you acquire any applicable licenses. You will report to your group manager whose experience will assist you in navigating client relationships and will provide you with personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments, and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications
- 2+ years of instilling trust and building client relationship
- Bachelor's degree or equivalent work experience
- Series 65 (we will help you obtain upon starting)
- Valid passport for travel to take the Series 65 exam
- Proficient in written and verbal English
- Passionate about global financial markets
- A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments Costa Rica:
At Fisher Investments Costa Rica, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Employer-paid $10,000 life insurance policy
- 15 days of annual leave, plus up to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- $10,000* fertility, hormonal health and family-forming benefit
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments Costa Rica is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
- 2+ years of instilling trust and building client relationship within the finance industry
- Series 65 (we will help you obtain upon starting)
- Bachelor's degree or equivalent work experience
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
- $65,000 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
- 2+ years of instilling trust and building client relationship within the finance industry
- Series 65 (we will help you obtain upon starting)
- Bachelor's degree or equivalent work experience
- A thoughtful consultative approach with an emphasis on client focus
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
- 2+ years of instilling trust and building client relationship within the finance industry
- Series 65 (we will help you obtain upon starting)
- Bachelor's degree or equivalent work experience
- A thoughtful consultative approach with an emphasis on client focus
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
As an Operations Associate on our Quality Control team, you are at the center of our Private Client Group's support system. You will 360-degree view and gain invaluable insight into various departments by helping you gain exposure and prepare for future roles at Fisher Investments.
The Opportunity:
You will review accounts for all of our US, UK and Canadian clients to ensure for quality and accuracy. You will work quickly to identify issues, prevent errors, and ensure there have been zero deviations from standard procedure. By ensuring accounts are compliant and set up correctly, you will be the last line of defense in safeguarding our clients and us! You will report directly to your manager, whom will work with you hands-on during training and aid in your future professional development.
The Day-to-Day:
- You will work with client-facing employees across multiple departments and countries to ensure accounts are set up accurately
- Ensure appropriate operational steps are completed, compliant and follow all rules and regulations
- Learn and stay up-to-date with national and international regulatory requirements
- Work with managers to recognize and mitigate risk
- Elevate discrepancies and regulatory concerns to departments firm-wide to prevent errors
- Develop solutions with teams firm-wide to resolve issues before trading
Your Qualifications:
- Bachelor's degree or equivalent combination of education and experience
- You excel in adapting to changing priorities
- Produce quality work within a target timeline
- Maintain client focus and find appropriate solutions when needed
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-Time Corporate Finance Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for individuals located near our Fisher campus in Camas, WA. You will report directly to your Team Leader who will work with your schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
- Develop a client focused mind set by providing timely and accurate information to our high net worth clients and/or internal business partners
- Drive results by completing assigned operational tasks
- Enhance risk awareness by properly handling sensitive and/or confidential information
- Communicate effectively with internal business partners to complete requests needed to maintain and update preferences
- Hone auditing techniques while getting the opportunity to experiment with large data sets
- Gain exposure to upper management and work in an environment that values collaboration
Your Qualifications:
- Commute to the Camas, WA office
- Able to work 15 hours a week at a minimum (28 hour maximum)
Compensation:
- $20 an hour in the state of WA
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
- A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
- Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Sales Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for current college students located near our Fisher campus in Camas, Washington, looking to gain real-world experience in sales. You will report to your Sales Manager who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
- Process lead requests within our CRM database for top level sales people and work with multiple departments across the firm
- Reach out to potential clients and prepare for success as a full-time uncapped commission sales representative upon graduation
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Gain exposure to upper management and work in an environment that values collaboration
- Access to our sales and financial training classes, sales teams and top level sales people
Your Qualifications:
- Enrolled college student pursuing a Bachelor's or Associates degree
- No prior sales experience required
- Commute to the Camas, WA office
- Cumulative GPA of 3.0+
- Able to work 15 hours a week at a minimum (28 hour maximum)
Compensation:
- $20 an hour in the state of WA
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
- A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
- Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for current college students located near our Fisher campus in Camas, Washington. In this role, you will receive ongoing professional development such as goal setting and personal brand building as well as career development support via job shadowing, interview coaching and more! As a Part-time Service and Operations Associate, you will have the opportunity to network with employees across departments while also attending various events and leadership panels. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
- Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients
- Work to schedule conversations between our clients and members of the firm
- Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts
- Update a variety of internal resources while getting the opportunity to experiment with large data sets
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Gain exposure to upper management and work in an environment that values collaboration
Your Qualifications:
- Enrolled college student pursuing a Bachelor's or Associates degree
- Commute to the Camas, WA office
- Cumulative GPA of 3.0+
- Able to work 15 hours a week at a minimum (28 hour maximum)
Compensation:
- $20 an hour in the state of WA
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
- A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
- Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for current college students located near our Fisher campus in Plano, Texas. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
- Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients
- Work to schedule conversations between our clients and investment counselors
- Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts
- Update a variety of internal resources while getting the opportunity to experiment with large data sets
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Gain exposure to upper management and work in an environment that values collaboration
Your Qualifications:
- Enrolled college student pursuing a Bachelor's or Associates degree
- Commute to the Plano, TX office
- Cumulative GPA of 3.0+
- Able to work 15 hours a week at a minimum (28 hour maximum)
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
- A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
- Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Portfolio Counselors responsibilities include:
- Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
- Help bring in new assets through client referrals
- Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments
- Align our portfolio strategy with clients’ goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
Your Qualifications:
- 3+ years experience working in financial services
- Hold Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high volume environment
Compensation:
- $65,000 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Portfolio Counselors responsibilities include:
- Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
- Help bring in new assets through client referrals
- Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments
- Align our portfolio strategy with clients’ goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
Your Qualifications:
- 3+ years experience working in financial services
- Hold Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high volume environment
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Portfolio Counselors responsibilities include:
- Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
- Help bring in new assets through client referrals
- Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments
- Align our portfolio strategy with clients’ goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
Your Qualifications:
- 3+ years experience working in financial services
- Hold Series 65 license or required upon hire
- Understanding of capital markets and investment products
- Manage complexity in a high volume environment
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives.
The Opportunity:
As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.
You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy.
The Day-to-Day:
- Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
- Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
- Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
- Review and create specialized solutions for clients and potential clients with unique financial and tax situations
- Appraise the appropriateness of clients' and prospective clients' outside annuities
- Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
Your Qualifications:
- Series 65 (preferred) and Bachelor's degree or equivalent work experience
- 5+ years experience working with investment and financial planning concepts
- Understanding of extensive portfolio management practices
- Collaborative approach with an emphasis on client focus
- Consultative experience in the financial services industry
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives.
The Opportunity:
As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.
You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy.
The Day-to-Day:
- Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
- Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
- Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
- Review and create specialized solutions for clients and potential clients with unique financial and tax situations
- Appraise the appropriateness of clients' and prospective clients' outside annuities
- Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
Your Qualifications:
- Series 65 (preferred) and Bachelor's degree or equivalent work experience
- 5+ years experience working with investment and financial planning concepts
- Understanding of extensive portfolio management practices
- Collaborative approach with an emphasis on client focus
- Consultative experience in the financial services industry
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about understanding the process to find the solution? Are you inspired to ask the right questions? If you are, Fisher Investments is seeking to hire our next Process Mapping Business Analyst and we want to speak to you!
The Opportunity:
As a Process Mapping Analyst you would work with our Portfolio Management Group to create and manage process maps on several initiatives. In service of this goal, you will work with cross-functional teams, investigating areas of concern and proposing potential solutions. In addition to creating effective relationships with stakeholders, you will also seek to find consensus amongst the teams. You will document key processes as you manage deliverable and deadlines. You will report directly to the Data and Process Team Leader for support and development.
The Day-to-Day:
-
You will create and manage process maps using Visio
-
You will work with our teams to understand business processes and identify potential constraints
-
You will research, analyze and recommend solutions
-
You will effectively manage your deliverables, competing priorities and deadlines
-
You will create professional process documentation
Your Qualifications:
-
7 years of experience with process mapping or similar roles
-
Professional experience researching business processes
-
Professional experience working with internal, cross-department teams
-
Professional experience using Visio
Compensation:
-
$85,000-$130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
-
Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about understanding the process to find the solution? Are you inspired to ask the right questions? If you are, Fisher Investments is seeking to hire our next Process Mapping Business Analyst and we want to speak to you!
The Opportunity:
As a Process Mapping Analyst you would work with our Portfolio Management Group to create and manage process maps on several initiatives. In service of this goal, you will work with cross-functional teams, investigating areas of concern and proposing potential solutions. In addition to creating effective relationships with stakeholders, you will also seek to find consensus amongst the teams. You will document key processes as you manage deliverable and deadlines. You will report directly to the Data and Process Team Leader for support and development.
The Day-to-Day:
-
You will create and manage process maps using Visio
-
You will work with our teams to understand business processes and identify potential constraints
-
You will research, analyze and recommend solutions
-
You will effectively manage your deliverables, competing priorities and deadlines
-
You will create professional process documentation
Your Qualifications:
-
7 years of experience with process mapping or similar roles
-
Professional experience researching business processes
-
Professional experience working with internal, cross-department teams
-
Professional experience using Visio
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you passionate about understanding the process to find the solution? Are you inspired to ask the right questions? If you are, Fisher Investments is seeking to hire our next Process Mapping Business Analyst and we want to speak to you!
The Opportunity:
As a Process Mapping Analyst you would work with our Portfolio Management Group to create and manage process maps on several initiatives. In service of this goal, you will work with cross-functional teams, investigating areas of concern and proposing potential solutions. In addition to creating effective relationships with stakeholders, you will also seek to find consensus amongst the teams. You will document key processes as you manage deliverable and deadlines. You will report directly to the Data and Process Team Leader for support and development.
The Day-to-Day:
-
You will create and manage process maps using Visio
-
You will work with our teams to understand business processes and identify potential constraints
-
You will research, analyze and recommend solutions
-
You will effectively manage your deliverables, competing priorities and deadlines
-
You will create professional process documentation
Your Qualifications:
-
7 years of experience with process mapping or similar roles
-
Professional experience researching business processes
-
Professional experience working with internal, cross-department teams
-
Professional experience using Visio
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
The Quality Assurance (QA) Solutions Architect will plan the architecture and solution design for our Quality Engineering transformation. As a technical expert, you will support several Technology Business Services teams, vendors and implementation partners while providing direction to Application Engineering teams. You will survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Team leader in the Application Engineering group.
The Day-to-Day:
-
Define strategy and tools for functional and non-functional testing for mission-critical systems
-
Design, configure and sets up quality engineering tools, both on-prem and cloud-based, to lead application development efficiencies and improve operational stability of the applications
-
Develop strategy and approach for all QE capabilities and Roadmaps in partnership with other technology groups (EA, I&O, Product teams) and adhere to security and audit systems and controls
-
Develop enterprise scale frameworks and foster the adoption of Test automation, Performance and Test data management tools and capabilities across Technology groups
-
Work with Quality Engineering, Application Development Team Leads to define Quality Engineering processes, standards, tools, best practices, execution strategies, roadmaps to connect current designs to long-term architecture
-
Collaborate with DevOps and Tools team to integrate Test automation suites as part of the CI/CD Deployment frameworks
-
Collaborate with Application Development Team Leads to maintain effective staffing within QE squad
-
Proactively coach all QE squad members on quality culture and provide technical support to conduct code reviews
-
Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability, performance, service levels and perform root cause analysis
-
Provide international and 24/7 support via on-call duties and working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
-
10+ years of experience with automation and test data management tools such as Test Complete Pro, Ready API, NeoLoad, GenRocket, Delphix or other equivalent
-
8+ years of experience with test data management tools such as Zephyr Scale/Zephyr Squad, TestRail, qTest, and HP ALM
-
5+ years of experience:
-
Lead functional (Test Automation) and non-functional testing (Performance & Security Testing) efforts of UI and API-based solutions
-
Architect and create test automation frameworks
-
DevOps tools, such as Github, Octopus Deploy, Jenkins, Artifactory, Ansible, Tosca, AppDynamics, Splunk or equivalent
-
Develop Test applications in various SDLC methodologies such as Agile
-
Scripting languages like Shell Scripting, Groovy, Python, Java, .Net or PowerShell or equivalent
-
3+ years' experience:
-
Aatlassian tools like JIRA, Confluence
-
Implementing insprint automation, BDD/TDD and relevant toolsets required
-
Relational database management skills like MSSQL, MySQL, Postgres or Mongo DB or equivalent
-
Help transform existing manual QA groups to a QE function with automation-first mindset
-
2+ years' experience integrating test automation frameworks with DevOps pipelines in private cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services or equivalent
-
Technology design expertise which includes Containerization, Performance, Security, Availability, Operations, Monitoring, and Support
-
Solid understanding of Enterprise applications development and Passion for software development and building scalable and reliable solutions
-
Ability to:
-
Perform as a team member, motivate and inspire peers to continuously improve processes and results
-
Present to managers and other technology and partners
-
Train IT product delivery teams on the proper use of DevOps tools and capabilities
-
Bachelor's degree in MIS, computer science, or a related field required or advanced degree in a related field
Compensation:
- $140,000-$160,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
-
Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
-
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
-
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
The Quality Assurance (QA) Solutions Architect will plan the architecture and solution design for our Quality Engineering transformation. As a technical expert, you will support several Technology Business Services teams, vendors and implementation partners while providing direction to Application Engineering teams. You will survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Team leader in the Application Engineering group.
The Day-to-Day:
-
Define strategy and tools for functional and non-functional testing for mission-critical systems
-
Design, configure and sets up quality engineering tools, both on-prem and cloud-based, to lead application development efficiencies and improve operational stability of the applications
-
Develop strategy and approach for all QE capabilities and Roadmaps in partnership with other technology groups (EA, I&O, Product teams) and adhere to security and audit systems and controls
-
Develop enterprise scale frameworks and foster the adoption of Test automation, Performance and Test data management tools and capabilities across Technology groups
-
Work with Quality Engineering, Application Development Team Leads to define Quality Engineering processes, standards, tools, best practices, execution strategies, roadmaps to connect current designs to long-term architecture
-
Collaborate with DevOps and Tools team to integrate Test automation suites as part of the CI/CD Deployment frameworks
-
Collaborate with Application Development Team Leads to maintain effective staffing within QE squad
-
Proactively coach all QE squad members on quality culture and provide technical support to conduct code reviews
-
Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability, performance, service levels and perform root cause analysis
-
Provide international and 24/7 support via on-call duties and working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
-
10+ years of experience with automation and test data management tools such as Test Complete Pro, Ready API, NeoLoad, GenRocket, Delphix or other equivalent
-
8+ years of experience with test data management tools such as Zephyr Scale/Zephyr Squad, TestRail, qTest, and HP ALM
-
5+ years of experience:
-
Lead functional (Test Automation) and non-functional testing (Performance & Security Testing) efforts of UI and API-based solutions
-
Architect and create test automation frameworks
-
DevOps tools, such as Github, Octopus Deploy, Jenkins, Artifactory, Ansible, Tosca, AppDynamics, Splunk or equivalent
-
Develop Test applications in various SDLC methodologies such as Agile
-
Scripting languages like Shell Scripting, Groovy, Python, Java, .Net or PowerShell or equivalent
-
3+ years' experience:
-
Aatlassian tools like JIRA, Confluence
-
Implementing insprint automation, BDD/TDD and relevant toolsets required
-
Relational database management skills like MSSQL, MySQL, Postgres or Mongo DB or equivalent
-
Help transform existing manual QA groups to a QE function with automation-first mindset
-
2+ years' experience integrating test automation frameworks with DevOps pipelines in private cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services or equivalent
-
Technology design expertise which includes Containerization, Performance, Security, Availability, Operations, Monitoring, and Support
-
Solid understanding of Enterprise applications development and Passion for software development and building scalable and reliable solutions
-
Ability to:
-
Perform as a team member, motivate and inspire peers to continuously improve processes and results
-
Present to managers and other technology and partners
-
Train IT product delivery teams on the proper use of DevOps tools and capabilities
-
Bachelor's degree in MIS, computer science, or a related field required or advanced degree in a related field
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 (*17 days of PTO and 3 days of sick time for California employees)
-
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
-
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
The Quality Assurance (QA) Solutions Architect will plan the architecture and solution design for our Quality Engineering transformation. As a technical expert, you will support several Technology Business Services teams, vendors and implementation partners while providing direction to Application Engineering teams. You will survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Team leader in the Application Engineering group.
The Day-to-Day:
-
Define strategy and tools for functional and non-functional testing for mission-critical systems
-
Design, configure and sets up quality engineering tools, both on-prem and cloud-based, to lead application development efficiencies and improve operational stability of the applications
-
Develop strategy and approach for all QE capabilities and Roadmaps in partnership with other technology groups (EA, I&O, Product teams) and adhere to security and audit systems and controls
-
Develop enterprise scale frameworks and foster the adoption of Test automation, Performance and Test data management tools and capabilities across Technology groups
-
Work with Quality Engineering, Application Development Team Leads to define Quality Engineering processes, standards, tools, best practices, execution strategies, roadmaps to connect current designs to long-term architecture
-
Collaborate with DevOps and Tools team to integrate Test automation suites as part of the CI/CD Deployment frameworks
-
Collaborate with Application Development Team Leads to maintain effective staffing within QE squad
-
Proactively coach all QE squad members on quality culture and provide technical support to conduct code reviews
-
Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability, performance, service levels and perform root cause analysis
-
Provide international and 24/7 support via on-call duties and working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
-
10+ years of experience with automation and test data management tools such as Test Complete Pro, Ready API, NeoLoad, GenRocket, Delphix or other equivalent
-
8+ years of experience with test data management tools such as Zephyr Scale/Zephyr Squad, TestRail, qTest, and HP ALM
-
5+ years of experience:
-
Lead functional (Test Automation) and non-functional testing (Performance & Security Testing) efforts of UI and API-based solutions
-
Architect and create test automation frameworks
-
DevOps tools, such as Github, Octopus Deploy, Jenkins, Artifactory, Ansible, Tosca, AppDynamics, Splunk or equivalent
-
Develop Test applications in various SDLC methodologies such as Agile
-
Scripting languages like Shell Scripting, Groovy, Python, Java, .Net or PowerShell or equivalent
-
3+ years' experience:
-
Aatlassian tools like JIRA, Confluence
-
Implementing insprint automation, BDD/TDD and relevant toolsets required
-
Relational database management skills like MSSQL, MySQL, Postgres or Mongo DB or equivalent
-
Help transform existing manual QA groups to a QE function with automation-first mindset
-
2+ years' experience integrating test automation frameworks with DevOps pipelines in private cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services or equivalent
-
Technology design expertise which includes Containerization, Performance, Security, Availability, Operations, Monitoring, and Support
-
Solid understanding of Enterprise applications development and Passion for software development and building scalable and reliable solutions
-
Ability to:
-
Perform as a team member, motivate and inspire peers to continuously improve processes and results
-
Present to managers and other technology and partners
-
Train IT product delivery teams on the proper use of DevOps tools and capabilities
-
Bachelor's degree in MIS, computer science, or a related field required or advanced degree in a related field
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 (*17 days of PTO and 3 days of sick time for California employees)
-
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
-
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department! We are looking for a Quality Automation Engineer to support our PMG Application Development team.
The Opportunity:
The Quality Automation Engineer will have responsibilities including partnering with QA/QE, DevOps and Integration teams to define, design, and build or modify the automation framework. You will create a robust set of automation tests to result in a deep and flexible set of tests that become the primary foundation of continuous delivery testing. You will maintain these frameworks by following the current standards and coordinating test execution, training users, and providing user support. You will be reporting to the Application Development Team Lead.
The Day-to-Day:
- Design and deliver automation and automation framework for products with a quality approach
- Design, develop, and configure QE tools, both on-premise and cloud-based, to lead application development efficiencies and improve operational stability of the applications that adhere to security and audit systems
- Integrate and configure additional tools/frameworks, to support and enable automation of various testing activities across the enterprise
- Foster the adoption of Test automation, Performance and Test data management tools and capabilities across Technology groups
- Work with Quality Engineering, App Dev Team Leads to define Quality Engineering processes, standards, tools, best practices, execution strategies, roadmaps to connect current designs to long-term architecture
- Collaborate and implement strategies for DevOps and Integration teams to integrate Test automation suites as part of the CI/CD frameworks
- Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability and performance
- Provide international and 24/7 support via on-call duties or working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
3+ years' experience:
- Software testing and test automation of web and API-based solutions
- Automation and test data management tools such as Test Complete Pro, Ready API, Service vPro, NeoLoad, GenRocket, Delphix, Zephyr Scale/Zephyr Squad, TestRail, qTest, and HP ALM
- Testing applications developed in various SDLC methodologies like Agile
- Building and maintaining test automation frameworks
- DevOps tools, such as Github, Jenkins, Artifactory, Ansible, Tosca, AppDynamics, or Splunk
- Scripting languages like Shell Scripting, Groovy, Python, Java, JavaScript, .Net or PowerShell, and Atlassian tools like JIRA or Confluence
2+ years' experience:
- Implementing BDD/TDD and relevant toolsets
- Relational database management skills like MSSQL, MySQL, SQL, Postgres or MongoDB
- Integrating test automation frameworks with DevOps pipelines in private cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services
- Regulated industry experience; financial services experience
- Bachelor's degree in MIS, computer science, or a related field required; advanced degree in a related field
Ability to:
- Train IT product delivery teams and motivate peers on the proper use of Automation frameworks, Test Data Management tools and capabilities
- Present to managers, technology, and business partners
Compensation:
- $80,000-$130,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department! We are looking for a Quality Automation Engineer to support our PMG Application Development team.
The Opportunity:
The Quality Automation Engineer will have responsibilities including partnering with QA/QE, DevOps and Integration teams to define, design, and build or modify the automation framework. You will create a robust set of automation tests to result in a deep and flexible set of tests that become the primary foundation of continuous delivery testing. You will maintain these frameworks by following the current standards and coordinating test execution, training users, and providing user support. You will be reporting to the Application Development Team Lead.
The Day-to-Day:
- Design and deliver automation and automation framework for products with a quality approach
- Design, develop, and configure QE tools, both on-premise and cloud-based, to lead application development efficiencies and improve operational stability of the applications that adhere to security and audit systems
- Integrate and configure additional tools/frameworks, to support and enable automation of various testing activities across the enterprise
- Foster the adoption of Test automation, Performance and Test data management tools and capabilities across Technology groups
- Work with Quality Engineering, App Dev Team Leads to define Quality Engineering processes, standards, tools, best practices, execution strategies, roadmaps to connect current designs to long-term architecture
- Collaborate and implement strategies for DevOps and Integration teams to integrate Test automation suites as part of the CI/CD frameworks
- Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability and performance
- Provide international and 24/7 support via on-call duties or working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
3+ years' experience:
- Software testing and test automation of web and API-based solutions
- Automation and test data management tools such as Test Complete Pro, Ready API, Service vPro, NeoLoad, GenRocket, Delphix, Zephyr Scale/Zephyr Squad, TestRail, qTest, and HP ALM
- Testing applications developed in various SDLC methodologies like Agile
- Building and maintaining test automation frameworks
- DevOps tools, such as Github, Jenkins, Artifactory, Ansible, Tosca, AppDynamics, or Splunk
- Scripting languages like Shell Scripting, Groovy, Python, Java, JavaScript, .Net or PowerShell, and Atlassian tools like JIRA or Confluence
2+ years' experience:
- Implementing BDD/TDD and relevant toolsets
- Relational database management skills like MSSQL, MySQL, SQL, Postgres or MongoDB
- Integrating test automation frameworks with DevOps pipelines in private cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services
- Regulated industry experience; financial services experience
- Bachelor's degree in MIS, computer science, or a related field required; advanced degree in a related field
Ability to:
- Train IT product delivery teams and motivate peers on the proper use of Automation frameworks, Test Data Management tools and capabilities
- Present to managers, technology, and business partners
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department! We are looking for a Quality Automation Engineer to support our PMG Application Development team.
The Opportunity:
The Quality Automation Engineer will have responsibilities including partnering with QA/QE, DevOps and Integration teams to define, design, and build or modify the automation framework. You will create a robust set of automation tests to result in a deep and flexible set of tests that become the primary foundation of continuous delivery testing. You will maintain these frameworks by following the current standards and coordinating test execution, training users, and providing user support. You will be reporting to the Application Development Team Lead.
The Day-to-Day:
- Design and deliver automation and automation framework for products with a quality approach
- Design, develop, and configure QE tools, both on-premise and cloud-based, to lead application development efficiencies and improve operational stability of the applications that adhere to security and audit systems
- Integrate and configure additional tools/frameworks, to support and enable automation of various testing activities across the enterprise
- Foster the adoption of Test automation, Performance and Test data management tools and capabilities across Technology groups
- Work with Quality Engineering, App Dev Team Leads to define Quality Engineering processes, standards, tools, best practices, execution strategies, roadmaps to connect current designs to long-term architecture
- Collaborate and implement strategies for DevOps and Integration teams to integrate Test automation suites as part of the CI/CD frameworks
- Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability and performance
- Provide international and 24/7 support via on-call duties or working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
3+ years' experience:
- Software testing and test automation of web and API-based solutions
- Automation and test data management tools such as Test Complete Pro, Ready API, Service vPro, NeoLoad, GenRocket, Delphix, Zephyr Scale/Zephyr Squad, TestRail, qTest, and HP ALM
- Testing applications developed in various SDLC methodologies like Agile
- Building and maintaining test automation frameworks
- DevOps tools, such as Github, Jenkins, Artifactory, Ansible, Tosca, AppDynamics, or Splunk
- Scripting languages like Shell Scripting, Groovy, Python, Java, JavaScript, .Net or PowerShell, and Atlassian tools like JIRA or Confluence
2+ years' experience:
- Implementing BDD/TDD and relevant toolsets
- Relational database management skills like MSSQL, MySQL, SQL, Postgres or MongoDB
- Integrating test automation frameworks with DevOps pipelines in private cloud and public cloud platforms like Microsoft Azure, Google or Amazon AWS cloud services
- Regulated industry experience; financial services experience
- Bachelor's degree in MIS, computer science, or a related field required; advanced degree in a related field
Ability to:
- Train IT product delivery teams and motivate peers on the proper use of Automation frameworks, Test Data Management tools and capabilities
- Present to managers, technology, and business partners
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
We are looking for an experienced Receptionist to join our team! As the first impression for Fisher Investments, our receptionists are thoughtful and supportive. If you are an eager team-player who enjoys working in an energetic environment, this may be a great opportunity for you!
You'll report directly to our Receptionist Team Leader and have evolving conversations around progress and development.
The Day-to-Day:
- Answer incoming phone calls and route them to the appropriate parties throughout the firm
- Welcome and greet visitors, in person or on the phone; answer questions and direct them to waiting area and conference rooms
- Log-in guests and issue identification badges to maintain security
- Track and schedule meetings and conference rooms
- Provide administrative support to several departments
- Maintain a clean reception area
- Connect with and support all levels of personnel (clients and internal employees)
Qualifications:
- 1+ year’s experience as a receptionist with a professional firm
- Demonstrate customer service focus
- Reflect the expectations of a professional work environment with your presence and demeanor
- Positive and friendly demeanor
- Punctual and reliable
- Proficiency with Microsoft Office including Word, Excel and Outlook
- Comfortable with multiple line telephone systems
- Supervisory or training experience
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Overview:
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments’ materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.
The Opportunity:
The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report to your manager who will sit in the pod with you and guide you in the sales process.
Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.
Simply put: The harder you work, the more you earn.
The Day-to-Day:
- Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners
- Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Our marketing team will provide you with warm leads, which means no cold calling!
Your Qualifications:
- No prior sales experience or industry knowledge needed
- Drive results: You have experienced personal and professional success
- Instill Trust: You understand how to earn the trust of others, and look out for others’ best interests
- Communication: You are engaging and can connect with a wide array of audiences
- Persuade: You use compelling arguments to gain the support and commitment of others
- Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement
Compensation:
- Commission/variable pay based position - $50,000 base salary with step downs to $33,862 in the state of WA; compensation includes an appointment held fee and a percentage of estimated first year’s management fees for new business closed by the firm’s regional representative
- Over the last 3 years, approximately 40% of our Account Executives have made over $100,000 in their first year in the role
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you excel in an energetic environment that values collaboration? Do you pride yourself on being someone others can rely on? As a Sales Support Associate, you will be a trusted partner to our Outside Sales team, working with groups around the firm to provide them with top-notch support and resources.
The Opportunity:
Whether or not you have a finance background, this is an entry-level sales support position within our US Private Client Group and offers many opportunities for advancement. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. We want you to ask questions, improve processes, and propose novel solutions to problems. Do your best, take on new challenges, and you’ll be on your way to achieving more advanced opportunities. Reporting to your Team Manager and working with your mentor will help you develop skills for this role and other future transitions.
The Day-to-Day:
- Field requests from a shared team inbox and phone line, being the primary internal contact for our regional sales team
- Prepare new account documents to begin clients’ relationship with Fisher Investments
- Provide analysis of competitive products to help salespeople demonstrate the benefit of our services
- Work with Sales Management on projects designed to increase the team's efficiency
Your Qualifications:
- Bachelor’s degree, or equivalent combination of education and experience
- You meet challenges head-on. You learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
- Eager to work in a collaborative environment to support high-volume output
- Produce quality work within a target timeline
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you excel in an energetic environment that values collaboration? Do you pride yourself on being someone others can rely on? As a Sales Support Associate, you will be a trusted partner to our Outside Sales team, working with groups around the firm to provide them with top-notch support and resources.
The Opportunity:
Whether or not you have a finance background, this is an entry-level sales support position within our US Private Client Group and offers many opportunities for advancement. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. We want you to ask questions, improve processes, and propose novel solutions to problems. Do your best, take on new challenges, and you’ll be on your way to achieving more advanced opportunities. Reporting to your Team Manager and working with your mentor will help you develop skills for this role and other future transitions.
The Day-to-Day:
- Field requests from a shared team inbox and phone line, being the primary internal contact for our regional sales team
- Prepare new account documents to begin clients’ relationship with Fisher Investments
- Provide analysis of competitive products to help salespeople demonstrate the benefit of our services
- Work with Sales Management on projects designed to increase the team's efficiency
Your Qualifications:
- Bachelor’s degree, or equivalent combination of education and experience
- You meet challenges head-on. You learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
- Eager to work in a collaborative environment to support high-volume output
- Produce quality work within a target timeline
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments is looking for motivated technologists to support our growing business. If you are looking for the opportunity to make a difference as we develop scalable solutions to support our global growth, we want to hear from you!
The Opportunity:
As the Salesforce Solution Architect, you will plan the architecture and solution design of a collection of systems in a large technology ecosystem. As a technical expert for our CRM ecosystem, you will support Technology Business Services, Infrastructure and Operations, 3rd party vendors, and implementation partners. Your experience will help us assess a collection of associated technology and create multi-year roadmaps to align department-wide solutions to Fisher's enterprise priorities.
You will survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Associate Vice President of Technology Business Services within the Technology Business Services CRM Platform group.
The Day-to-Day:
- Partner with our Enterprise Architecture group and executive leadership to understand requirements and recommend appropriate technology solutions and integration solutions
- Stay informed about new technologies, vendor and app exchange offerings; develop pros and cons for alternative technology options and build vs buy; present creative solutions and recommendations to senior management and Enterprise Architecture
- Ensure the architecture of applications (e.g., Salesforce) are consistent with enterprise needs and lead review sessions to mitigate risks
- Be a trusted technical advisor to the wider technology team, management and business
- Improve current state architecture with digital solutions, RPA, and automation
- Work with the application solutions delivery teams in the development of services, components, standards, and frameworks required to support our strategy (e.g. design patterns, reusable components)
- Ensure standards are incorporated for the platform across the teams
- Ensure Data Integrity and Security standards are enforced
Your Qualifications:
- 7+ years of experience designing and implementing large-scale distributed solutions with at least 3 years within a wealth management or financial services domain
- Experience architecting and implementing Salesforce solutions and applying Agile methodologies
- Experience with APEX, Lightning, Salesforce App Exchange products, distributed systems and micro-services, API models and platforms, data distribution strategies, containerization, networking technologies, and web standards
- Explain complex system interactions including data flows, integrations, and infrastructure to stakeholders that range from developers to executives
- BS or equivalent in Computer Science or related field or a combination of technical skills and a software development background
- Certifications in Salesforce and TOGAF
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments is looking for motivated technologists to support our growing business. If you are looking for the opportunity to make a difference as we develop scalable solutions to support our global growth, we want to hear from you!
The Opportunity:
As the Salesforce Solution Architect, you will plan the architecture and solution design of a collection of systems in a large technology ecosystem. As a technical expert for our CRM ecosystem, you will support Technology Business Services, Infrastructure and Operations, 3rd party vendors, and implementation partners. Your experience will help us assess a collection of associated technology and create multi-year roadmaps to align department-wide solutions to Fisher's enterprise priorities.
You will survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Associate Vice President of Technology Business Services within the Technology Business Services CRM Platform group.
The Day-to-Day:
- Partner with our Enterprise Architecture group and executive leadership to understand requirements and recommend appropriate technology solutions and integration solutions
- Stay informed about new technologies, vendor and app exchange offerings; develop pros and cons for alternative technology options and build vs buy; present creative solutions and recommendations to senior management and Enterprise Architecture
- Ensure the architecture of applications (e.g., Salesforce) are consistent with enterprise needs and lead review sessions to mitigate risks
- Be a trusted technical advisor to the wider technology team, management and business
- Improve current state architecture with digital solutions, RPA, and automation
- Work with the application solutions delivery teams in the development of services, components, standards, and frameworks required to support our strategy (e.g. design patterns, reusable components)
- Ensure standards are incorporated for the platform across the teams
- Ensure Data Integrity and Security standards are enforced
Your Qualifications:
- 7+ years of experience designing and implementing large-scale distributed solutions with at least 3 years within a wealth management or financial services domain
- Experience architecting and implementing Salesforce solutions and applying Agile methodologies
- Experience with APEX, Lightning, Salesforce App Exchange products, distributed systems and micro-services, API models and platforms, data distribution strategies, containerization, networking technologies, and web standards
- Explain complex system interactions including data flows, integrations, and infrastructure to stakeholders that range from developers to executives
- BS or equivalent in Computer Science or related field or a combination of technical skills and a software development background
- Certifications in Salesforce and TOGAF
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.
The Opportunity:
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to FI’s key top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day:
- Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
- Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views
- Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks
- Participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings, and provide critical commentary to our Private Client Group, Fisher International and Institutional Group via written and oral communications
Your Qualifications:
- Minimum 2 years’ experience in equity research
- Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
- Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
- Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
- Likes working with data to derive fact-based insights
- Empathetic and appreciates others’ strengths and opportunities for growth
Compensation:
- $85,000 - $125,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.
The Opportunity:
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to FI’s key top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day:
- Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
- Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views
- Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks
- Participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings, and provide critical commentary to our Private Client Group, Fisher International and Institutional Group via written and oral communications
Your Qualifications:
- Minimum 2 years’ experience in equity research
- Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
- Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
- Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
- Likes working with data to derive fact-based insights
- Empathetic and appreciates others’ strengths and opportunities for growth
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.
The Opportunity:
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to FI’s key top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day:
- Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
- Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views
- Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks
- Participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings, and provide critical commentary to our Private Client Group, Fisher International and Institutional Group via written and oral communications
Your Qualifications:
- Minimum 2 years’ experience in equity research
- Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
- Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
- Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
- Likes working with data to derive fact-based insights
- Empathetic and appreciates others’ strengths and opportunities for growth
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Application Developer to support our Enterprise Content Management (ECM) team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
As a Senior Application Developer, you will report to an Application Development Team Lead to help ensure the quality of platforms and products. You will manage all technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to technical specifications, and design and write code and services in the Microsoft Azure Cloud platform. You will be the liaison between the business and development teams, ensuring that the implemented solution meets business goals. You will provide internally-developed and third-party software solutions to meet the needs of the firm, transfer technical design specs into code, and assist on development.
You will be responsible for Azure API development and ‘back-end’ work to facilitate a more efficient and seamless end-user experience (also benefits external FI client experience due to quicker turnaround times). As well, you will work under the direction of a Technical Lead and alongside an Associate Application Developer, with support from other Scrum team members (Sr. Project Manager, BA, QE Associate) as part of a larger ECM team supporting other products/processes.
The Day-to-Day:
- Design, develop, and implement highly available, multi-region solutions within Microsoft Azure
- Perform detailed analysis and design, technical documentation, development and implementation, unit and integration testing, and transition and deployment of software components and systems on complex projects
- Provide standards for development, responding to customer/client requests or events as they occur
- Broad involvement in the .NET ecosystem and different innovations: C#, Web API, and Microsoft Azure
- Migrate existing infrastructure services to cloud-based solutions, ensuring Azure cloud development adheres to security standards and compliance best practices
- Develop infrastructure as code (IaC) using cloud native tooling to ensure automated and consistent platform deployments
- Create unit test plans and test cases and participate in regression and performance testing
Your Qualifications:
- 10+ years of full stack web development experience with Microsoft technologies - ASP.Net, C#, .Net Core, Azure DevOps, and T-SQL
- 5+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Microsoft Azure platform
- 4+ years of experience of the following:
- Provide technical guidance and best practices for integration of Azure services with other third-party commercial platforms or custom applications
- Develop software for enterprise environment, including architecting and delivering custom code on multiple large-scale Azure Cloud implementations
- Multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- Modern web application development using one or more contemporary JavaScript frameworks – preferably Angular
- Design and development on-premises and cloud-based (Azure) infrastructure and platform components
- Support distributed enterprise systems with cloud-based application environments and developing adhering to best practices
- 8+ years of Experience design and development expertise with web applications, DevOps, SDLC, and RESTful APIs
- 10+ years of Solid knowledge of the C# and JavaScript applicable software development languages and understanding of modern APIs and services
- 2+ years of Experience with at least one full life-cycle Azure cloud to cloud, on premise to cloud, or cloud to on premise development project
- 2+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, REST API services, Azure SQL, App Services, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
Compensation:
- $130,000-$160,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Application Developer to support our Enterprise Content Management (ECM) team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
As a Senior Application Developer, you will report to an Application Development Team Lead to help ensure the quality of platforms and products. You will manage all technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to technical specifications, and design and write code and services in the Microsoft Azure Cloud platform. You will be the liaison between the business and development teams, ensuring that the implemented solution meets business goals. You will provide internally-developed and third-party software solutions to meet the needs of the firm, transfer technical design specs into code, and assist on development.
You will be responsible for Azure API development and ‘back-end’ work to facilitate a more efficient and seamless end-user experience (also benefits external FI client experience due to quicker turnaround times). As well, you will work under the direction of a Technical Lead and alongside an Associate Application Developer, with support from other Scrum team members (Sr. Project Manager, BA, QE Associate) as part of a larger ECM team supporting other products/processes.
The Day-to-Day:
- Design, develop, and implement highly available, multi-region solutions within Microsoft Azure
- Perform detailed analysis and design, technical documentation, development and implementation, unit and integration testing, and transition and deployment of software components and systems on complex projects
- Provide standards for development, responding to customer/client requests or events as they occur
- Broad involvement in the .NET ecosystem and different innovations: C#, Web API, and Microsoft Azure
- Migrate existing infrastructure services to cloud-based solutions, ensuring Azure cloud development adheres to security standards and compliance best practices
- Develop infrastructure as code (IaC) using cloud native tooling to ensure automated and consistent platform deployments
- Create unit test plans and test cases and participate in regression and performance testing
Your Qualifications:
- 10+ years of full stack web development experience with Microsoft technologies - ASP.Net, C#, .Net Core, Azure DevOps, and T-SQL
- 5+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Microsoft Azure platform
- 4+ years of experience of the following:
- Provide technical guidance and best practices for integration of Azure services with other third-party commercial platforms or custom applications
- Develop software for enterprise environment, including architecting and delivering custom code on multiple large-scale Azure Cloud implementations
- Multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- Modern web application development using one or more contemporary JavaScript frameworks – preferably Angular
- Design and development on-premises and cloud-based (Azure) infrastructure and platform components
- Support distributed enterprise systems with cloud-based application environments and developing adhering to best practices
- 8+ years of Experience design and development expertise with web applications, DevOps, SDLC, and RESTful APIs
- 10+ years of Solid knowledge of the C# and JavaScript applicable software development languages and understanding of modern APIs and services
- 2+ years of Experience with at least one full life-cycle Azure cloud to cloud, on premise to cloud, or cloud to on premise development project
- 2+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, REST API services, Azure SQL, App Services, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for a Senior Application Development Engineer to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced developers to our strong Development teams.
The Opportunity:
You will provide internally-developed and third-party software solutions to meet our needs. You will utilize advanced expertise to serve as technical lead and collaborate with one or more scrum teams on technical delivery. The Senior Application Development Engineer will report to the Application Development Team Leader.
The Day-to-Day:
- Responsible for technical development of software from inception through user acceptance for medium- to large-scale projects, typically involving multiple departments and high risk situations
- Work with your scrum team collaboratively on technical design and implementation (coding)
- Work with the Product Owner(s) on helping estimate and refine upcoming work
- Provide technical leadership, contribute to technical direction, and participate in architectural decisions
- Present options and work with the project team to set client expectations, including senior management
- Be a liaison to multiple groups: Infrastructure, Information Security and the Service Desk
- Research external software solutions and meaningfully contribute in final selection of vendors
- Mentor junior developers and participate in selection process
- Propose modifications to software development standards and methodology; ensure standards and methodology are implemented
- Support production software operations
Your Qualifications:
- Minimum 7 years' experience developing software in an enterprise environment
- Extensive experience working with Azure technologies, Event Driven programming, Azure Data Factory based ETL & ELTs and relational databases in .NET and Microsoft SQL Server
- Experience building scalable, distributed systems (REST based API services, micro service architectures, messaging frameworks such as EventHub, Service Bus)
- Solid Software architectural experience translating requirements into technical designs and solutions
- Experience developing cloud-ready applications with Azure and deployment technologies such as JFrog
- Experience with Integration Platforms like MuleSoft
- Working knowledge of implementing scalable and resilient enterprise applications with high availability, disaster recovery and strong security model
- Bachelor's degree in computer science, math, or other science field required or equivalent experience
Compensation:
- $130,000 - $160,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for an Senior Application Development Engineer (Azure) to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced developers to our strong Development teams.
The Opportunity:
The Senior Application Development Engineer (Azure) provides internally-developed and third-party software solutions to meet business needs. You will utilize advanced expertise to serve as technical lead and collaborates with one or more scrum teams on technical delivery and mentor more junior members. You will report to an Application Development Manager (Team Lead).
The Day-to-Day:
- Responsible for technical development of software from inception through user acceptance for medium- to large-scale projects, typically involving multiple departments and high risk situations
- Work with your scrum team collaboratively on technical design and implementation (coding)
- Work with the Product Owner(s) on helping estimate and refine upcoming work, including the whole scrum team when necessary
- Provides technical leadership and contributes toward technical direction and participates in architectural decisions as appropriate
- Presents options and works with project team to set client expectations, including senior management
- Serves as liaison to multiple groups: Infrastructure, Information Security and the Service Desk
- Researches external software solutions and plays a key role in final selection of vendors
- Mentors junior developers and will participate in selection process
- Proposes modifications to software development standards and methodology; ensures standards & methodology are executed
- Supports production software operations on an as needed basis
Your Qualifications:
- Bachelor's degree in computer science, math, or other science field required or equivalent experience
- Minimum 7 years' experience developing software in an enterprise environment required
- Extensive experience working with Azure technologies, Event Driven programming, Azure Data Factory based ETL & ELTs and relational databases, preferably in .NET and Microsoft SQL Server
- Experience in building scalable, distributed systems (REST based API services, micro service architectures, messaging frameworks such as EventHub, Service Bus)
- Solid Software architectural experience translating business requirements into technical design and solutions
- Experience developing cloud-ready applications preferably with Azure and deployment technologies such as JFrog
- Experience with Integration Platforms like MuleSoft
- Working knowledge of implementing scalable and resilient enterprise applications with High availability, disaster recovery and strong security model
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program - This program is subject to change - Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for an Senior Application Development Engineer (Azure) to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced developers to our strong Development teams.
The Opportunity:
The Senior Application Development Engineer (Azure) provides internally-developed and third-party software solutions to meet business needs. You will utilize advanced expertise to serve as technical lead and collaborates with one or more scrum teams on technical delivery and mentor more junior members. You will report to an Application Development Manager (Team Lead).
The Day-to-Day:
- Responsible for technical development of software from inception through user acceptance for medium- to large-scale projects, typically involving multiple departments and high risk situations
- Work with your scrum team collaboratively on technical design and implementation (coding)
- Work with the Product Owner(s) on helping estimate and refine upcoming work, including the whole scrum team when necessary
- Provides technical leadership and contributes toward technical direction and participates in architectural decisions as appropriate
- Presents options and works with project team to set client expectations, including senior management
- Serves as liaison to multiple groups: Infrastructure, Information Security and the Service Desk
- Researches external software solutions and plays a key role in final selection of vendors
- Mentors junior developers and will participate in selection process
- Proposes modifications to software development standards and methodology; ensures standards & methodology are executed
- Supports production software operations on an as needed basis
Your Qualifications:
- Bachelor's degree in computer science, math, or other science field required or equivalent experience
- Minimum 7 years' experience developing software in an enterprise environment required
- Extensive experience working with Azure technologies, Event Driven programming, Azure Data Factory based ETL & ELTs and relational databases, preferably in .NET and Microsoft SQL Server
- Experience in building scalable, distributed systems (REST based API services, micro service architectures, messaging frameworks such as EventHub, Service Bus)
- Solid Software architectural experience translating business requirements into technical design and solutions
- Experience developing cloud-ready applications preferably with Azure and deployment technologies such as JFrog
- Experience with Integration Platforms like MuleSoft
- Working knowledge of implementing scalable and resilient enterprise applications with High availability, disaster recovery and strong security model
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program - This program is subject to change - Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Senior Application Developer - Azure (Microsoft Azure) manages all technical aspects of assigned projects, including planning and resolving issues to convert requirements to technical specifications, and design and write code and services in the Microsoft Azure Cloud platform. You will be the liaison between the business and development teams, ensuring that the implemented solution meets our goals. You will report to the Application Development Team Manager.
The Day-to-Day:
- Design, develops, and implements highly available, multi-region solutions within Microsoft Azure
- Perform detailed analysis and design, technical documentation, development and implementation, unit and integration testing, and transition and deployment of software components and systems on complex projects
- Provide standards for development, responding to customer/client requests or events as they occur
- Broad involvement in the .NET ecosystem and different innovations: C#, Web API, and Microsoft Azure
- Migrates existing infrastructure services to cloud-based solutions
- Ensure Azure cloud development adheres to security standards and compliance best practices
- Develop infrastructure as code (IaC) using cloud native tooling to ensure automated and consistent platform deployments
- Support cloud adoption of applications as they are being transformed and modernized
- Coordinate coding and testing activities, and evaluate and verifiy various alternatives before making technical recommendations and resolving technical issues
- Present options to the client and manages expectations
- Create logic flow charts and process diagrams
- Support production software operations during normal business and off-hours
- Contribute to team discussions on Azure and general project development related topics
- Troubleshoot and resolve client issues. May be responsible for client support to an entire department
- Plan and execute data conversion activities
- Activities include documenting decisions, following standards and communicating with business groups
- Create unit test plans and test cases. Participate in regression and performance testing
- Analyze, designs, and develops test and test-automation suites
- May assign work and provide oversight to others
Your Qualifications:
- 10+ years of full stack web development experience with Microsoft technologies - ASP.Net, C#, .Net Core, Azure DevOps, and T-SQL
- 5+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Microsoft Azure platform
- 4+ years of experience providing technical guidance and best practices for integration of Azure services with other third-party commercial platforms or custom applications
- 4+ years of experience developing software for enterprise environment, including architecting and delivering custom code on multiple large-scale Azure Cloud implementations
- 4+ years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- 4+ years of experience with modern web application development using one or more contemporary JavaScript frameworks – preferably Angular
- 4+ years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components
- 4+ Experience supporting distributed enterprise systems with cloud-based application environments and developing adhering to best practices
- 8+ years of Experience design and development expertise with web applications, DevOps, SDLC, RESTful APIs
- 10+ years of Solid knowledge of the C# and JavaScript applicable software development languages and understanding of modern APIs and services
- 2+ years of Experience with at least one full life-cycle Azure cloud to cloud, on premise to cloud, or cloud to on premise development project
- 3+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, REST API services, Azure SQL, App Services, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Previous experience serving as a team or technical lead in software applications development projects
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
Compensation:
- $130,000 - $160,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Senior Application Developer - Azure (Microsoft Azure) manages all technical aspects of assigned projects, including planning and resolving issues to convert requirements to technical specifications, and design and write code and services in the Microsoft Azure Cloud platform. You will be the liaison between the business and development teams, ensuring that the implemented solution meets our goals. You will report to the Application Development Team Manager.
The Day-to-Day:
- Design, develops, and implements highly available, multi-region solutions within Microsoft Azure
- Perform detailed analysis and design, technical documentation, development and implementation, unit and integration testing, and transition and deployment of software components and systems on complex projects
- Provide standards for development, responding to customer/client requests or events as they occur
- Broad involvement in the .NET ecosystem and different innovations: C#, Web API, and Microsoft Azure
- Migrates existing infrastructure services to cloud-based solutions
- Ensure Azure cloud development adheres to security standards and compliance best practices
- Develop infrastructure as code (IaC) using cloud native tooling to ensure automated and consistent platform deployments
- Support cloud adoption of applications as they are being transformed and modernized
- Coordinate coding and testing activities, and evaluate and verifiy various alternatives before making technical recommendations and resolving technical issues
- Present options to the client and manages expectations
- Create logic flow charts and process diagrams
- Support production software operations during normal business and off-hours
- Contribute to team discussions on Azure and general project development related topics
- Troubleshoot and resolve client issues. May be responsible for client support to an entire department
- Plan and execute data conversion activities
- Activities include documenting decisions, following standards and communicating with business groups
- Create unit test plans and test cases. Participate in regression and performance testing
- Analyze, designs, and develops test and test-automation suites
- May assign work and provide oversight to others
Your Qualifications:
- 10+ years of full stack web development experience with Microsoft technologies - ASP.Net, C#, .Net Core, Azure DevOps, and T-SQL
- 5+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Microsoft Azure platform
- 4+ years of experience providing technical guidance and best practices for integration of Azure services with other third-party commercial platforms or custom applications
- 4+ years of experience developing software for enterprise environment, including architecting and delivering custom code on multiple large-scale Azure Cloud implementations
- 4+ years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- 4+ years of experience with modern web application development using one or more contemporary JavaScript frameworks – preferably Angular
- 4+ years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components
- 4+ Experience supporting distributed enterprise systems with cloud-based application environments and developing adhering to best practices
- 8+ years of Experience design and development expertise with web applications, DevOps, SDLC, RESTful APIs
- 10+ years of Solid knowledge of the C# and JavaScript applicable software development languages and understanding of modern APIs and services
- 2+ years of Experience with at least one full life-cycle Azure cloud to cloud, on premise to cloud, or cloud to on premise development project
- 3+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, REST API services, Azure SQL, App Services, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Previous experience serving as a team or technical lead in software applications development projects
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Senior Application Developer - Azure (Microsoft Azure) manages all technical aspects of assigned projects, including planning and resolving issues to convert requirements to technical specifications, and design and write code and services in the Microsoft Azure Cloud platform. You will be the liaison between the business and development teams, ensuring that the implemented solution meets our goals. You will report to the Application Development Team Manager.
The Day-to-Day:
- Design, develops, and implements highly available, multi-region solutions within Microsoft Azure
- Perform detailed analysis and design, technical documentation, development and implementation, unit and integration testing, and transition and deployment of software components and systems on complex projects
- Provide standards for development, responding to customer/client requests or events as they occur
- Broad involvement in the .NET ecosystem and different innovations: C#, Web API, and Microsoft Azure
- Migrates existing infrastructure services to cloud-based solutions
- Ensure Azure cloud development adheres to security standards and compliance best practices
- Develop infrastructure as code (IaC) using cloud native tooling to ensure automated and consistent platform deployments
- Support cloud adoption of applications as they are being transformed and modernized
- Coordinate coding and testing activities, and evaluate and verifiy various alternatives before making technical recommendations and resolving technical issues
- Present options to the client and manages expectations
- Create logic flow charts and process diagrams
- Support production software operations during normal business and off-hours
- Contribute to team discussions on Azure and general project development related topics
- Troubleshoot and resolve client issues. May be responsible for client support to an entire department
- Plan and execute data conversion activities
- Activities include documenting decisions, following standards and communicating with business groups
- Create unit test plans and test cases. Participate in regression and performance testing
- Analyze, designs, and develops test and test-automation suites
- May assign work and provide oversight to others
Your Qualifications:
- 10+ years of full stack web development experience with Microsoft technologies - ASP.Net, C#, .Net Core, Azure DevOps, and T-SQL
- 5+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Microsoft Azure platform
- 4+ years of experience providing technical guidance and best practices for integration of Azure services with other third-party commercial platforms or custom applications
- 4+ years of experience developing software for enterprise environment, including architecting and delivering custom code on multiple large-scale Azure Cloud implementations
- 4+ years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- 4+ years of experience with modern web application development using one or more contemporary JavaScript frameworks – preferably Angular
- 4+ years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components
- 4+ Experience supporting distributed enterprise systems with cloud-based application environments and developing adhering to best practices
- 8+ years of Experience design and development expertise with web applications, DevOps, SDLC, RESTful APIs
- 10+ years of Solid knowledge of the C# and JavaScript applicable software development languages and understanding of modern APIs and services
- 2+ years of Experience with at least one full life-cycle Azure cloud to cloud, on premise to cloud, or cloud to on premise development project
- 3+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, REST API services, Azure SQL, App Services, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Previous experience serving as a team or technical lead in software applications development projects
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.
The Opportunity:
We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.
The Day-To-Day:
- Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
- Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve
- Be the bridging intermediary between Technology and Portfolio Management Teams ( Portfolio Engineering, Portfolio Implementation & Trading)
- Take ownership of configuration tuning, deployment, testing and post-deployment support
- Document new requirements, configure, and tune the application to the User's needs
- Engage in and facilitate User Acceptance Testing on workflows and resolve issues
- Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework
- Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation
- Monitor production platforms for start of day readiness and general system health
- Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation
Your Qualifications:
- Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience
- 5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
- 2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
- Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
- Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
- Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes
- Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
- Ability to write, update and execute SQL queries
- Strong understanding of the Agile Software Development Lifecycle
- Proficiency with process diagramming and project management tools
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.
The Opportunity:
We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.
The Day-To-Day:
- Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
- Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve
- Be the bridging intermediary between Technology and Portfolio Management Teams ( Portfolio Engineering, Portfolio Implementation & Trading)
- Take ownership of configuration tuning, deployment, testing and post-deployment support
- Document new requirements, configure, and tune the application to the User's needs
- Engage in and facilitate User Acceptance Testing on workflows and resolve issues
- Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework
- Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation
- Monitor production platforms for start of day readiness and general system health
- Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation
Your Qualifications:
- Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience
- 5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
- 2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
- Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
- Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
- Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes
- Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
- Ability to write, update and execute SQL queries
- Strong understanding of the Agile Software Development Lifecycle
- Proficiency with process diagramming and project management tools
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department! We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Business Analyst to support our Innovation and Practices team.
The Opportunity:
You will analyze the needs of our clients and stakeholders to identify improvement opportunities, while recommending solutions and initiatives that enable the organization to achieve its strategic goals. You will be the liaison between the business side of the enterprise and service providers to the enterprise, eliciting, analyzing, communicating and validating requirements. You will report to the VP of Innovation and Practices.
The Day-to-Day:
- You are excited to lead value from first idea to measured value delivery
- You are comfortable to act as a consultant along the entire way and passionately wear different heads from business development all the way through value delivery lead
- You partner with business and technology leaders to identify and design impactful change opportunities
- You use your own expertise and the firm network to qualify and prepare those opportunities for subsequent successful value delivery
- You are well rounded and comfortable on the business and technology side
- You build bridges between siloed teams to achieve better outcomes faster
- You are comfortable to act one day as business analyst or process designer and the next day as project manager or leadership coach
- You become the lead consulting partner and go-to person for selected business leaders and maximize the offering and the value the Consulting Services team delivers to their group
- You look beyond an individual project and design a bigger vision as a foundation for a long-term healthy partnership
- You are an advocate for Business Agility
- You can work with delivery leaders on all levels and promote Agile values and practices and an Agile mindset
- You have a critical voice in shaping and driving the innovation and transformation agenda
- You are curious and research insights, trends, products, and technologies to guide new ideas with strategic priorities
- You promote and assist in the development and delivery of training materials to your co-workers
- You manage up and provide the right level of detail of information to ensure transparency and issue resolution
Your Qualifications:
- 5+ years experience in business consulting, designing, and leading change; demonstrating a broad skillset and experience turning technology innovation into value
- Background in project and value delivery
- Superior ability to define problems, collect data, establish facts and draw valid conclusions
- History of working independently and determining priorities based on changing business need
- Bachelor's degree or equivalent combination of education and experience required
Compensation:
- $120,000 to $155,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program - This program is subject to change - Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department! We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Business Analyst to support our Innovation and Practices team.
The Opportunity:
You will analyze the needs of our clients and stakeholders to identify improvement opportunities, while recommending solutions and initiatives that enable the organization to achieve its strategic goals. You will be the liaison between the business side of the enterprise and service providers to the enterprise, eliciting, analyzing, communicating and validating requirements. You will report to the VP of Innovation and Practices.
The Day-to-Day:
- You are excited to lead value from first idea to measured value delivery
- You are comfortable to act as a consultant along the entire way and passionately wear different heads from business development all the way through value delivery lead
- You partner with business and technology leaders to identify and design impactful change opportunities
- You use your own expertise and the firm network to qualify and prepare those opportunities for subsequent successful value delivery
- You are well rounded and comfortable on the business and technology side
- You build bridges between siloed teams to achieve better outcomes faster
- You are comfortable to act one day as business analyst or process designer and the next day as project manager or leadership coach
- You become the lead consulting partner and go-to person for selected business leaders and maximize the offering and the value the Consulting Services team delivers to their group
- You look beyond an individual project and design a bigger vision as a foundation for a long-term healthy partnership
- You are an advocate for Business Agility
- You can work with delivery leaders on all levels and promote Agile values and practices and an Agile mindset
- You have a critical voice in shaping and driving the innovation and transformation agenda
- You are curious and research insights, trends, products, and technologies to guide new ideas with strategic priorities
- You promote and assist in the development and delivery of training materials to your co-workers
- You manage up and provide the right level of detail of information to ensure transparency and issue resolution
Your Qualifications:
- 5+ years experience in business consulting, designing, and leading change; demonstrating a broad skillset and experience turning technology innovation into value
- Background in project and value delivery
- Superior ability to define problems, collect data, establish facts and draw valid conclusions
- History of working independently and determining priorities based on changing business need
- Bachelor's degree or equivalent combination of education and experience 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program - This program is subject to change - Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior CyberArk Security Engineer to support our Corporate Systems team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Senior CyberArk Engineer/SME/Scripter implements, coordinates, migrates, and onboards all aspects and phases of the CyberArk's Privileged Access Management (PAM) on-prem and privilege cloud solution rollout, and CyberArk operational tasks. As part of the broader Infrastructure Operations & Security organization, you will participate in a versatile information security team, applying fundamental systems security understanding, skills and experience to maintain and operate complex information systems and security tools that satisfy organizational mission and our requirements, including partner protection needs and security requirements. You will report to the Vice President, Infrastructure Security.
The Day-to-Day:
- Onboard and provision users, store service accounts and password rotations, manage credentials, including those that are interactive, non-interactive, API-based
- Guide privileged access management programs to improve our broader security posture, demonstrated by metrics
- Lead the configuration, administration, and maintenance of CyberArk solution, including both the infrastructure and the application itself
- Oversee the relevant documentation and training required for privileged access management solutions and processes, including define and help develop policies and control standards
- Report progress and system health through metrics and KPIs that are risk-driven and operational in nature
- Addresses ticket queue and follow appropriate change management procedures
- Understand risk and make recommendations for enhancing systems security and processes
- Keep up on current security technologies and maintain awareness of industry trends and threats, and industry best practices, providing input focusing on IAM/PAM technologies, offer subject matter expertise where relevant
Your Qualifications:
- 5+ years of experience leading enterprise-wide privileged access management technology solution adoption across medium- to large-scale companies
- 5+ years of hands-on experience with CyberArk (CyberArk Cloud Platform, EPM, LCD, and CyberArk SaaS Cloud Base)
- 3+ years of experience as a systems engineer at a medium- to large-scale company in Financial Services
- 1+ years of hands-on experience with SailPoint
- Experience of Thycotic Secret Server, privilege manage, and connection server
- Experience with password repository technologies and remote session governance, specifically with the policies that govern target system platforms
- Excellent knowledge in IAM & PAM ecosystem (technology, standards, implementations, migration, and operational)
- Experience with privileged access management program, specifically familiar with CyberArk solutions (i.e., Core Privileged Access Security, Endpoint Privilege Manager Application Access Manager, Privileged Session Manager, Privileged Threat Analytics, Central Password Manager, Connectors)
- Strong experience in installing, upgrading, configuring, operating, and troubleshooting experience with CyberArk AAM (CCP, CP, ASCP), EPV, PVWA, CPM, PSM, HTML5 Gateway, PSMP, PTA (with various versions)
- Strong experience in DNA, Discovery scan and automate account onboarding process
- Knowledge in various application integration with CyberArk through CPM custom plugin
- Integration experience with SailPoint, Database, SCIM, AWS, GCP, Azure, or Paloalto
- Scripting knowledge, PACLI, PowerShell, Python, JavaScript, AutoIt, REST API
- Bachelor's degree in Information Assurance, Computer Science, Cybersecurity, Information Systems or related field
- Security industry certification (CISSP, SSCP, CISM, SANS GSEC, ECSA, ECSP, and Security+)
- CyberArk Certification (Defender and Sentry)
Compensation:
- $120,000 - $150,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior CyberArk Security Engineer to support our Corporate Systems team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Senior CyberArk Engineer/SME/Scripter implements, coordinates, migrates, and onboards all aspects and phases of the CyberArk's Privileged Access Management (PAM) on-prem and privilege cloud solution rollout, and CyberArk operational tasks. As part of the broader Infrastructure Operations & Security organization, you will participate in a versatile information security team, applying fundamental systems security understanding, skills and experience to maintain and operate complex information systems and security tools that satisfy organizational mission and our requirements, including partner protection needs and security requirements. You will report to the Vice President, Infrastructure Security.
The Day-to-Day:
- Onboard and provision users, store service accounts and password rotations, manage credentials, including those that are interactive, non-interactive, API-based
- Guide privileged access management programs to improve our broader security posture, demonstrated by metrics
- Lead the configuration, administration, and maintenance of CyberArk solution, including both the infrastructure and the application itself
- Oversee the relevant documentation and training required for privileged access management solutions and processes, including define and help develop policies and control standards
- Report progress and system health through metrics and KPIs that are risk-driven and operational in nature
- Addresses ticket queue and follow appropriate change management procedures
- Understand risk and make recommendations for enhancing systems security and processes
- Keep up on current security technologies and maintain awareness of industry trends and threats, and industry best practices, providing input focusing on IAM/PAM technologies, offer subject matter expertise where relevant
Your Qualifications:
- 5+ years of experience leading enterprise-wide privileged access management technology solution adoption across medium- to large-scale companies
- 5+ years of hands-on experience with CyberArk (CyberArk Cloud Platform, EPM, LCD, and CyberArk SaaS Cloud Base)
- 3+ years of experience as a systems engineer at a medium- to large-scale company in Financial Services
- 1+ years of hands-on experience with SailPoint
- Experience of Thycotic Secret Server, privilege manage, and connection server
- Experience with password repository technologies and remote session governance, specifically with the policies that govern target system platforms
- Excellent knowledge in IAM & PAM ecosystem (technology, standards, implementations, migration, and operational)
- Experience with privileged access management program, specifically familiar with CyberArk solutions (i.e., Core Privileged Access Security, Endpoint Privilege Manager Application Access Manager, Privileged Session Manager, Privileged Threat Analytics, Central Password Manager, Connectors)
- Strong experience in installing, upgrading, configuring, operating, and troubleshooting experience with CyberArk AAM (CCP, CP, ASCP), EPV, PVWA, CPM, PSM, HTML5 Gateway, PSMP, PTA (with various versions)
- Strong experience in DNA, Discovery scan and automate account onboarding process
- Knowledge in various application integration with CyberArk through CPM custom plugin
- Integration experience with SailPoint, Database, SCIM, AWS, GCP, Azure, or Paloalto
- Scripting knowledge, PACLI, PowerShell, Python, JavaScript, AutoIt, REST API
- Bachelor's degree in Information Assurance, Computer Science, Cybersecurity, Information Systems or related field
- Security industry certification (CISSP, SSCP, CISM, SANS GSEC, ECSA, ECSP, and Security+)
- CyberArk Certification (Defender and Sentry)
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior CyberArk Security Engineer to support our Corporate Systems team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Senior CyberArk Engineer/SME/Scripter implements, coordinates, migrates, and onboards all aspects and phases of the CyberArk's Privileged Access Management (PAM) on-prem and privilege cloud solution rollout, and CyberArk operational tasks. As part of the broader Infrastructure Operations & Security organization, you will participate in a versatile information security team, applying fundamental systems security understanding, skills and experience to maintain and operate complex information systems and security tools that satisfy organizational mission and our requirements, including partner protection needs and security requirements. You will report to the Vice President, Infrastructure Security.
The Day-to-Day:
- Onboard and provision users, store service accounts and password rotations, manage credentials, including those that are interactive, non-interactive, API-based
- Guide privileged access management programs to improve our broader security posture, demonstrated by metrics
- Lead the configuration, administration, and maintenance of CyberArk solution, including both the infrastructure and the application itself
- Oversee the relevant documentation and training required for privileged access management solutions and processes, including define and help develop policies and control standards
- Report progress and system health through metrics and KPIs that are risk-driven and operational in nature
- Addresses ticket queue and follow appropriate change management procedures
- Understand risk and make recommendations for enhancing systems security and processes
- Keep up on current security technologies and maintain awareness of industry trends and threats, and industry best practices, providing input focusing on IAM/PAM technologies, offer subject matter expertise where relevant
Your Qualifications:
- 5+ years of experience leading enterprise-wide privileged access management technology solution adoption across medium- to large-scale companies
- 5+ years of hands-on experience with CyberArk (CyberArk Cloud Platform, EPM, LCD, and CyberArk SaaS Cloud Base)
- 3+ years of experience as a systems engineer at a medium- to large-scale company in Financial Services
- 1+ years of hands-on experience with SailPoint
- Experience of Thycotic Secret Server, privilege manage, and connection server
- Experience with password repository technologies and remote session governance, specifically with the policies that govern target system platforms
- Excellent knowledge in IAM & PAM ecosystem (technology, standards, implementations, migration, and operational)
- Experience with privileged access management program, specifically familiar with CyberArk solutions (i.e., Core Privileged Access Security, Endpoint Privilege Manager Application Access Manager, Privileged Session Manager, Privileged Threat Analytics, Central Password Manager, Connectors)
- Strong experience in installing, upgrading, configuring, operating, and troubleshooting experience with CyberArk AAM (CCP, CP, ASCP), EPV, PVWA, CPM, PSM, HTML5 Gateway, PSMP, PTA (with various versions)
- Strong experience in DNA, Discovery scan and automate account onboarding process
- Knowledge in various application integration with CyberArk through CPM custom plugin
- Integration experience with SailPoint, Database, SCIM, AWS, GCP, Azure, or Paloalto
- Scripting knowledge, PACLI, PowerShell, Python, JavaScript, AutoIt, REST API
- Bachelor's degree in Information Assurance, Computer Science, Cybersecurity, Information Systems or related field
- Security industry certification (CISSP, SSCP, CISM, SANS GSEC, ECSA, ECSP, and Security+)
- CyberArk Certification (Defender and Sentry)
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Senior (Sr.) Data Engineer (Corporate Services) is the enterprise expert for designing, developing, and optimizing data processing systems and pipelines used to populate data into transactional databases, data warehouses, data marts, or other data repositories. A Senior Data Engineer builds systems to create and improve data sets and data systems for operating applications, performing analysis, or identifying business or technology issues. You will be responsible for operational support and incident/problem management, from creating logging instrumentation to analysis and process improvements. They also coordinate with other IT teams to configure and implement security, monitoring, tooling, and related capabilities as they apply to their assigned systems.
The Day-to-Day:
- Use Agile practices to elicit and refine requirements through an iterative process of planning, defining acceptance criteria, prioritizing, developing and delivering enterprise data asset solutions in collaboration with business intelligence teams, users, or other IT teams
- Develop, configure, customize and manage integration tools, databases, warehouses and analytical systems with the use of data related software
- Design, build, and deploy data extraction, transformation, and loading processes and pipelines from various sources including databases, APIs, and data files
- Develop and deploy structured, semi-structured, and unstructured data storage models such as data vault or dimensional modeling on a variety of platforms to meet requirements
- Coordinate security, application monitoring, development tooling, and related capabilities with responsible teams
- Provide operational support and incident management for data pipelines and data flows, including proactively updating internal clients and relevant parties on status changes and issues encountered
- Author and maintain accurate and up-to-date documentation for processes, procedures, and technical designs
- Responsible for training junior data and business intelligence personnel across the company, including developing material and mentoring, and guiding junior personnel on their technical skill growth
Your Qualifications:
- 10+ years' experience in developing data-related solutions and software
- 10+ years of experience working with relational databases and applying it in various applications
- 4+ years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- 4+ years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components
- 4+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, Azure SQL, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Advanced knowledge of Extract/Transform/Load (ETL) or Extract/Load/Transform (ELT) tools, including both batch and real-time data transmission applications such as SSIS, Informatica, Kafka, Spark, MuleSoft, or equivalent software
- Advanced knowledge of database technologies such as Microsoft SQL Server, Oracle, or NoSQL databases
- Advanced knowledge of multiple programming languages, such as C#, Java, Python, SQL, Scala, or similar
- Advanced knowledge of IT infrastructure standards and tools, such as application performance monitoring, IT service management, or DevOps software
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
Compensation:
- $150,000 - $175,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Senior (Sr.) Data Engineer (Corporate Services) is the enterprise expert for designing, developing, and optimizing data processing systems and pipelines used to populate data into transactional databases, data warehouses, data marts, or other data repositories. A Senior Data Engineer builds systems to create and improve data sets and data systems for operating applications, performing analysis, or identifying business or technology issues. You will be responsible for operational support and incident/problem management, from creating logging instrumentation to analysis and process improvements. They also coordinate with other IT teams to configure and implement security, monitoring, tooling, and related capabilities as they apply to their assigned systems.
The Day-to-Day:
- Use Agile practices to elicit and refine requirements through an iterative process of planning, defining acceptance criteria, prioritizing, developing and delivering enterprise data asset solutions in collaboration with business intelligence teams, users, or other IT teams
- Develop, configure, customize and manage integration tools, databases, warehouses and analytical systems with the use of data related software
- Design, build, and deploy data extraction, transformation, and loading processes and pipelines from various sources including databases, APIs, and data files
- Develop and deploy structured, semi-structured, and unstructured data storage models such as data vault or dimensional modeling on a variety of platforms to meet requirements
- Coordinate security, application monitoring, development tooling, and related capabilities with responsible teams
- Provide operational support and incident management for data pipelines and data flows, including proactively updating internal clients and relevant parties on status changes and issues encountered
- Author and maintain accurate and up-to-date documentation for processes, procedures, and technical designs
- Responsible for training junior data and business intelligence personnel across the company, including developing material and mentoring, and guiding junior personnel on their technical skill growth
Your Qualifications:
- 10+ years' experience in developing data-related solutions and software
- 10+ years of experience working with relational databases and applying it in various applications
- 4+ years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- 4+ years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components
- 4+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, Azure SQL, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Advanced knowledge of Extract/Transform/Load (ETL) or Extract/Load/Transform (ELT) tools, including both batch and real-time data transmission applications such as SSIS, Informatica, Kafka, Spark, MuleSoft, or equivalent software
- Advanced knowledge of database technologies such as Microsoft SQL Server, Oracle, or NoSQL databases
- Advanced knowledge of multiple programming languages, such as C#, Java, Python, SQL, Scala, or similar
- Advanced knowledge of IT infrastructure standards and tools, such as application performance monitoring, IT service management, or DevOps software
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Senior (Sr.) Data Engineer (Corporate Services) is the enterprise expert for designing, developing, and optimizing data processing systems and pipelines used to populate data into transactional databases, data warehouses, data marts, or other data repositories. A Senior Data Engineer builds systems to create and improve data sets and data systems for operating applications, performing analysis, or identifying business or technology issues. You will be responsible for operational support and incident/problem management, from creating logging instrumentation to analysis and process improvements. They also coordinate with other IT teams to configure and implement security, monitoring, tooling, and related capabilities as they apply to their assigned systems.
The Day-to-Day:
- Use Agile practices to elicit and refine requirements through an iterative process of planning, defining acceptance criteria, prioritizing, developing and delivering enterprise data asset solutions in collaboration with business intelligence teams, users, or other IT teams
- Develop, configure, customize and manage integration tools, databases, warehouses and analytical systems with the use of data related software
- Design, build, and deploy data extraction, transformation, and loading processes and pipelines from various sources including databases, APIs, and data files
- Develop and deploy structured, semi-structured, and unstructured data storage models such as data vault or dimensional modeling on a variety of platforms to meet requirements
- Coordinate security, application monitoring, development tooling, and related capabilities with responsible teams
- Provide operational support and incident management for data pipelines and data flows, including proactively updating internal clients and relevant parties on status changes and issues encountered
- Author and maintain accurate and up-to-date documentation for processes, procedures, and technical designs
- Responsible for training junior data and business intelligence personnel across the company, including developing material and mentoring, and guiding junior personnel on their technical skill growth
Your Qualifications:
- 10+ years' experience in developing data-related solutions and software
- 10+ years of experience working with relational databases and applying it in various applications
- 4+ years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies
- 4+ years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components
- 4+ years of hands-on development and deployment experience with Azure cloud using .NET, T-SQL, Azure SQL, Azure Storage, Azure Data Factory, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines
- Advanced knowledge of Extract/Transform/Load (ETL) or Extract/Load/Transform (ELT) tools, including both batch and real-time data transmission applications such as SSIS, Informatica, Kafka, Spark, MuleSoft, or equivalent software
- Advanced knowledge of database technologies such as Microsoft SQL Server, Oracle, or NoSQL databases
- Advanced knowledge of multiple programming languages, such as C#, Java, Python, SQL, Scala, or similar
- Advanced knowledge of IT infrastructure standards and tools, such as application performance monitoring, IT service management, or DevOps software
- Bachelor's Degree in Computer Science, Information Technology or other relevant field
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs. The team coordinates with a variety of groups in Corporate Finance, many groups within the organization and a global range of service providers.
The Opportunity:
The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more! The fund landscape continues to evolve and though there are processes in place, you will come in, learn, take ownership, identify areas for improvement, provide solutions and continue to build this team. As your experience grows you will take on more responsibilities and establish, own and implement projects. Reporting to the Fund Accounting Manager, you will become a liaison for other departments and progress to an expert.
The Day-to-Day:
-
Review fund financial statements across multiple countries
-
Oversee fund audits and work with auditors
-
Prepare fund budgets, variance analyses, and classification of expenses
-
Ensure accuracy of accounting and financial reporting by fund administrators
-
Review and oversee global tax compliance of the funds
-
Provide insight into business transactions and help analyze Firm accounting impact of fund activity
-
Provide accounting explanations to the business for client requests
-
Participate in business-driven fund initiatives
-
Mentor and help train junior teammates
-
Develop company procedures
-
Automate existing processes and methodologies
Your Qualifications:
-
5+ years Accounting and/or Audit experience
-
Bachelor's Degree in Accounting or Finance
-
Financial statement review and preparation experience
-
Experience with financial planning and analysis
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs. The team coordinates with a variety of groups in Corporate Finance, many groups within the organization and a global range of service providers.
The Opportunity:
The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more! The fund landscape continues to evolve and though there are processes in place, you will come in, learn, take ownership, identify areas for improvement, provide solutions and continue to build this team. As your experience grows you will take on more responsibilities and establish, own and implement projects. Reporting to the Fund Accounting Manager, you will become a liaison for other departments and progress to an expert.
The Day-to-Day:
-
Review fund financial statements across multiple countries
-
Oversee fund audits and work with auditors
-
Prepare fund budgets, variance analyses, and classification of expenses
-
Ensure accuracy of accounting and financial reporting by fund administrators
-
Review and oversee global tax compliance of the funds
-
Provide insight into business transactions and help analyze Firm accounting impact of fund activity
-
Provide accounting explanations to the business for client requests
-
Participate in business-driven fund initiatives
-
Mentor and help train junior teammates
-
Develop company procedures
-
Automate existing processes and methodologies
Your Qualifications:
-
5+ years Accounting and/or Audit experience
-
Bachelor's Degree in Accounting or Finance
-
Financial statement review and preparation experience
-
Experience with financial planning and analysis
Compensation:
- $100,000 - $120,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you inspired by driving firm performance through people and business partnerships? Are you an experienced Human Resources professional with a proven track record of offering strategic HR partnership to business leaders, facilitating talent reviews and succession planning, and providing thought leadership on topics like organizational design, team building, and leadership coaching? If so, our Senior HR Business Partner role may be the right opportunity for you!
The Opportunity:
As a Senior HR Business Partner, you will use your expertise to collaborate with senior leaders and HR groups. Reporting to the AVP of Human Capital Business Strategy, you will partner with the business to increase the effectiveness of new initiatives and recommend solutions that will enable us to build talent capability, operate more effectively, and ultimately enhance business results. This is a highly strategic and collaborative role that has a direct impact on our business.
The Day-to-Day:
- Establish and maintain collaborative working relationships with executives and other senior leaders to implement and increase the effectiveness of HR initiatives
- Facilitate talent reviews and succession planning conversations
- Provide advice, insight and coaching to business leaders on their professional growth and department strategy
- Support business effectiveness on our performance appraisal process for greater results and development
- Partner with senior leaders on their employee engagement action planning strategies
- Facilitate workshops (New Leader Assimilations, Start-Stop-Continue's, team building, mission/culture creation, goal development and strategy sessions)
- Collaborate with HR groups and other stakeholders to ensure a holistic, cohesive approach for the business. Please note: Several HR functions (e.g., employee relations, policy administration, learning & development, and talent acquisition) are handled by other teams, which allow this role to have a great strategic focus on engagement, development, performance, and talent
Your Qualifications:
- Bachelor's degree and/or equivalent combination of education/experience, Master's degree preferred
- 10+ years of HR experience, with at least 5 years' experience as a senior/strategic HR Business Partner
- Previous experience with competency models-Korn Ferry preferred
- Ability to navigate first-time and complex situations independently and drive results
- Excellent interpersonal, relationship building, communication and collaboration skills to effectively work with a variety of stakeholders, including senior leadership and other HR groups
- Experience working with and developing higher-level leaders (directors, vice presidents and executives)
- High degrees of situational awareness, discernment, confidentiality, and integrity
Compensation:
- $120,000 - $155,000 base salary per year in the state of WA. Those with lesser experience can expect to start at the lower end of the range
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you inspired by driving firm performance through people and business partnerships? Are you an experienced Human Resources professional with a proven track record of offering strategic HR partnership to business leaders, facilitating talent reviews and succession planning, and providing thought leadership on topics like organizational design, team building, and leadership coaching? If so, our Senior HR Business Partner role may be the right opportunity for you!
The Opportunity:
As a Senior HR Business Partner, you will use your expertise to collaborate with senior leaders and HR groups. Reporting to the AVP of Human Capital Business Strategy, you will partner with the business to increase the effectiveness of new initiatives and recommend solutions that will enable us to build talent capability, operate more effectively, and ultimately enhance business results. This is a highly strategic and collaborative role that has a direct impact on our business.
The Day-to-Day:
- Establish and maintain collaborative working relationships with executives and other senior leaders to implement and increase the effectiveness of HR initiatives
- Facilitate talent reviews and succession planning conversations
- Provide advice, insight and coaching to business leaders on their professional growth and department strategy
- Support business effectiveness on our performance appraisal process for greater results and development
- Partner with senior leaders on their employee engagement action planning strategies
- Facilitate workshops (New Leader Assimilations, Start-Stop-Continue's, team building, mission/culture creation, goal development and strategy sessions)
- Collaborate with HR groups and other stakeholders to ensure a holistic, cohesive approach for the business. Please note: Several HR functions (e.g., employee relations, policy administration, learning & development, and talent acquisition) are handled by other teams, which allow this role to have a great strategic focus on engagement, development, performance, and talent
Your Qualifications:
- Bachelor's degree and/or equivalent combination of education/experience, Master's degree preferred
- 10+ years of HR experience, with at least 5 years' experience as a senior/strategic HR Business Partner
- Previous experience with competency models-Korn Ferry preferred
- Ability to navigate first-time and complex situations independently and drive results
- Excellent interpersonal, relationship building, communication and collaboration skills to effectively work with a variety of stakeholders, including senior leadership and other HR groups
- Experience working with and developing higher-level leaders (directors, vice presidents and executives)
- High degrees of situational awareness, discernment, confidentiality, and integrity
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Integration Systems Administrator to support our Shared Business Services team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Senior Integration Systems Administrator will oversee integration platforms that play a crucial role in ensuring the smooth and efficient flow of data between different systems. You are responsible for setting up and administering integration platforms.. You will report to the Application Development Team Lead in Technology Business Services.
The Day-to-Day:
- Own and manage the integration platforms like MuleSoft, BizTalk and Azure Integration Services, including overseeing efforts to introduce additional capabilities and functionalities
- Administer integration platforms including user access, security, following strict protocols
- Responsible for installing, configuring, and maintaining integration platforms for efficient data flow
- Create and maintain App Map for all integration platforms
- Monitor system performance, network traffic, and security risks. Identify and address potential issues promptly, troubleshoot and provide technical support to other developers
- Provide support and act as the point of escalation for product teams using the integration platforms like Mulesoft, BizTalk or Azure Integration Services
- Work on projects involving API's, Middleware to integrate applications between on-premises systems and Cloud Services
- Automate tasks and develops scripts for efficient operations
- Collaborate with developers and stakeholders to design and implement integrations
- Manage operational requests and reporting
Your Qualifications:
- 5 years of experience working with MuleSoft, BizTalk and/or Azure Integration Services
- Solid understanding of micro service patterns, concepts and deployment patterns
- Strong understanding and experience with Security implementations (e.g. SAML, OAuth)
- Strong troubleshooting and problem-solving skills
- Scripting proficiency (e.g., Python, PowerShell, Terraform)
- Bachelor's degree in MIS, Computer Science, Engineering, Physics, Mathematics, or related discipline
Compensation:
- $120,000 - $150,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Integration Systems Administrator to support our Shared Business Services team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Senior Integration Systems Administrator will oversee integration platforms that play a crucial role in ensuring the smooth and efficient flow of data between different systems. You are responsible for setting up and administering integration platforms.. You will report to the Application Development Team Lead in Technology Business Services.
The Day-to-Day:
- Own and manage the integration platforms like MuleSoft, BizTalk and Azure Integration Services, including overseeing efforts to introduce additional capabilities and functionalities
- Administer integration platforms including user access, security, following strict protocols
- Responsible for installing, configuring, and maintaining integration platforms for efficient data flow
- Create and maintain App Map for all integration platforms
- Monitor system performance, network traffic, and security risks. Identify and address potential issues promptly, troubleshoot and provide technical support to other developers
- Provide support and act as the point of escalation for product teams using the integration platforms like Mulesoft, BizTalk or Azure Integration Services
- Work on projects involving API's, Middleware to integrate applications between on-premises systems and Cloud Services
- Automate tasks and develops scripts for efficient operations
- Collaborate with developers and stakeholders to design and implement integrations
- Manage operational requests and reporting
Your Qualifications:
- 5 years of experience working with MuleSoft, BizTalk and/or Azure Integration Services
- Solid understanding of micro service patterns, concepts and deployment patterns
- Strong understanding and experience with Security implementations (e.g. SAML, OAuth)
- Strong troubleshooting and problem-solving skills
- Scripting proficiency (e.g., Python, PowerShell, Terraform)
- Bachelor's degree in MIS, Computer Science, Engineering, Physics, Mathematics, or related discipline
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Senior Integration Systems Administrator to support our Shared Business Services team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
The Senior Integration Systems Administrator will oversee integration platforms that play a crucial role in ensuring the smooth and efficient flow of data between different systems. You are responsible for setting up and administering integration platforms.. You will report to the Application Development Team Lead in Technology Business Services.
The Day-to-Day:
- Own and manage the integration platforms like MuleSoft, BizTalk and Azure Integration Services, including overseeing efforts to introduce additional capabilities and functionalities
- Administer integration platforms including user access, security, following strict protocols
- Responsible for installing, configuring, and maintaining integration platforms for efficient data flow
- Create and maintain App Map for all integration platforms
- Monitor system performance, network traffic, and security risks. Identify and address potential issues promptly, troubleshoot and provide technical support to other developers
- Provide support and act as the point of escalation for product teams using the integration platforms like Mulesoft, BizTalk or Azure Integration Services
- Work on projects involving API's, Middleware to integrate applications between on-premises systems and Cloud Services
- Automate tasks and develops scripts for efficient operations
- Collaborate with developers and stakeholders to design and implement integrations
- Manage operational requests and reporting
Your Qualifications:
- 5 years of experience working with MuleSoft, BizTalk and/or Azure Integration Services
- Solid understanding of micro service patterns, concepts and deployment patterns
- Strong understanding and experience with Security implementations (e.g. SAML, OAuth)
- Strong troubleshooting and problem-solving skills
- Scripting proficiency (e.g., Python, PowerShell, Terraform)
- Bachelor's degree in MIS, Computer Science, Engineering, Physics, Mathematics, or related discipline
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading investment firm? Fisher Investments is looking for motivated technologists to support our growing business. If you are looking to make a difference as we develop scalable solutions to support global growth, this may be the right opportunity for you!
The Opportunity:
The Senior Site Reliability Engineer enables our Observability platform for Technology teams by installing and configuring the tools needed to support the activities such as logging, tracing, alerting, visualization. You will support the entire Technology organization with platforms and tools needed to enable Fishers Observability platform (APM, Logging, Tracing, Alerting, Visualization, AIOps). You will report to an Application Development Team Leader for the Observability Platforms team.
The Day-to-Day:
- Design, configure and sets up observability platform tools (Dynatrace), both on-premises and cloud-based, to guide application development efficiencies and improve operational stability of the applications
- Work with SRE Manager and Architect to develop monitoring capabilities strategy and Roadmaps and accomplish agreed upon priorities
- Develop tooling and processes to increase automation of monitoring and adherence to security and audit systems and controls
- Integrate and configure additional tools/frameworks to support and enable automation of various monitoring activities across the enterprise using tools like Ansible, Terraform
- Perform analytics on incidents and usage patterns to better predict issues and take proactive actions
- Collaborate across the department to gauge the effectiveness and efficiency of existing systems
- Foster the adoption of SRE tools and capabilities across Technology groups
- Partner with Service owners to implement Service Level Metrics & Service Level Objectives that act as service level health indicators
- Measure, communicate and support enterprise platforms stability, scalability and technology organizations maturity in DevOps
- Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability, performance, and service levels
- Coordinate with other departments on lapse in services, performing root cause analyses
- Provide international and 24/7 support via on-call duties and working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
- Bachelor's degree in MIS, computer science, math, or other science field required, advanced degree in a related field
- 10 years plus overall in application engineering
- 5+ years of SRE experience (architect or engineer) with SRE/Observability platforms like Dynatrace, Azure Monitor, Splunk and PagerDuty
- Experience configuring Dynatrace Dashboards, Alert Profiles, Management Zones, workflows
- Experience with automation tools like Ansible and Terraform
- Experience in Systems Architecture, in-depth knowledge on SRE, IT Operations, Cloud, Coding and Scripting experience with Java, JavaScript, python and .NET, understanding of AI/ML
- 3+ years' experience monitoring applications using various SDLC methodologies preferably Agile
- Minimum of 3 years of technology design expertise which includes Performance, Security, Availability, as well as, Operations, Monitoring and Support
- 2+ years of experience in Relational database management skills like MSSQL, MySQL, SQL, PostgreSQL or MongoDB
- 2+ years of experience in any of the scripting languages like Unix Shell Scripting, Python, or PowerShell
- 2+ years of experience in technology design expertise which includes Containerization, Performance, Security, Availability, Operations, Monitoring, and Support
- Experience in a regulated industry; financial services experience
Compensation:
- $125,000 - $145,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you looking to join a global technology department for an industry-leading investment firm? Fisher Investments is looking for motivated technologists to support our growing business. If you are looking to make a difference as we develop scalable solutions to support global growth, this may be the right opportunity for you!
The Opportunity:
The Senior Site Reliability Engineer enables our Observability platform for Technology teams by installing and configuring the tools needed to support the activities such as logging, tracing, alerting, visualization. You will support the entire Technology organization with platforms and tools needed to enable Fishers Observability platform (APM, Logging, Tracing, Alerting, Visualization, AIOps). You will report to an Application Development Team Leader for the Observability Platforms team.
The Day-to-Day:
- Design, configure and sets up observability platform tools (Dynatrace), both on-premises and cloud-based, to guide application development efficiencies and improve operational stability of the applications
- Work with SRE Manager and Architect to develop monitoring capabilities strategy and Roadmaps and accomplish agreed upon priorities
- Develop tooling and processes to increase automation of monitoring and adherence to security and audit systems and controls
- Integrate and configure additional tools/frameworks to support and enable automation of various monitoring activities across the enterprise using tools like Ansible, Terraform
- Perform analytics on incidents and usage patterns to better predict issues and take proactive actions
- Collaborate across the department to gauge the effectiveness and efficiency of existing systems
- Foster the adoption of SRE tools and capabilities across Technology groups
- Partner with Service owners to implement Service Level Metrics & Service Level Objectives that act as service level health indicators
- Measure, communicate and support enterprise platforms stability, scalability and technology organizations maturity in DevOps
- Resolve issues, alerts, and incidents based on predefined service level agreements regarding system availability, performance, and service levels
- Coordinate with other departments on lapse in services, performing root cause analyses
- Provide international and 24/7 support via on-call duties and working a flexible off-hours schedule for planned and unplanned maintenance
Your Qualifications:
- Bachelor's degree in MIS, computer science, math, or other science field required, advanced degree in a related field
- 10 years plus overall in application engineering
- 5+ years of SRE experience (architect or engineer) with SRE/Observability platforms like Dynatrace, Azure Monitor, Splunk and PagerDuty
- Experience configuring Dynatrace Dashboards, Alert Profiles, Management Zones, workflows
- Experience with automation tools like Ansible and Terraform
- Experience in Systems Architecture, in-depth knowledge on SRE, IT Operations, Cloud, Coding and Scripting experience with Java, JavaScript, python and .NET, understanding of AI/ML
- 3+ years' experience monitoring applications using various SDLC methodologies preferably Agile
- Minimum of 3 years of technology design expertise which includes Performance, Security, Availability, as well as, Operations, Monitoring and Support
- 2+ years of experience in Relational database management skills like MSSQL, MySQL, SQL, PostgreSQL or MongoDB
- 2+ years of experience in any of the scripting languages like Unix Shell Scripting, Python, or PowerShell
- 2+ years of experience in technology design expertise which includes Containerization, Performance, Security, Availability, Operations, Monitoring, and Support
- Experience in a regulated industry; financial services experience
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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
- Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER