Fisher Careers

Career Opportunities

Below please find our current job opportunities. To truly be pioneers in our industry, we need to do more, go further, dream bigger and challenge conventional wisdom.  

If you want to be part of our journey to put investors first, click on a job title to view its details, and you can apply directly from that page.

 

Note that you need not apply to all jobs of interest to you, as applying to one job will put you under consideration for all available opportunities for which you may be a fit.

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Job Locations US-WA-Camas
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser.   The Opportunity:   The Canadian 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 directly to a manager who will sit near you and guide you in the sales process. This onsite position is located in Plano, TX.   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 prospects - 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  - 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 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
Category
Sales
Job Locations US-WA-Camas
Our Accounts Payable (AP) team enters, routes and pays a high volume of vendor invoices for an array of business expenses, ranging from marketing materials to keeping the lights on. The team reimburses employees for expenses such as inter-office travel and client meetings. AP Associates reconcile invoices and ensure reimbursements are paid, which directly affects firm goals and budget.   The Opportunity:   An Accounts Payable Associate provides excellent client service by providing a holistic view of the Accounts Payable process. You will safeguard tangible and intangible assets through internal controls and risk mitigation. You will be one of the last lines of defense, playing an essential role in ensuring we pay in the right way, at the right time, to the right people. As an Accounts Payable Associate you will increase your functional and technical abilities and learn to manage complexity. We are excited for you to join us and make a difference within our group and our firm! You will report to your manager who will help with your daily training and career development.   The Day-to-Day: - Manage expenses by receiving, processing, verifying and reconciling invoices - Audit employee expense reports by reviewing expense coding and ensure expenses are following policy - Respond to inquiries and request from vendors and internal departments for any AP related matters - Review business transactions and enter journal entries - Perform monthly credit card account reconciliations - Help with month end close activities - Help with audits and other ad hoc projects Your Qualifications: - Bachelor’s degree, or equivalent combination of education and experience - 1-2 years Accounts Payable experience - Commitment to maintain quality of work while sticking to a timeline - Excel at both quantitative and qualitative analysis - Proficiency in excel (can maintain complex spreadsheets) 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
Category
Finance
Job Locations US-WA-Camas
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
Category
Information Technology
Job Locations US-WA-Camas
Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Since 2009, Fisher Investments International 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 Professional. Now is your opportunity to use your finance experience to better the investment universe.     The Opportunity:   As an Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. 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. This onsite position is located in Camas, WA.     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: - Work with our Canadian clients to build a trusting and professional relationship - 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 - Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape - Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: - CFA (passed any level) and Series 65 (we will help you obtain upon starting) - 4+ years of experience with portfolio management and client relationship building - Bachelor's degree - A thoughtful consultative approach with an emphasis on client focus 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
Category
Service
Job Locations US-WA-Camas
Portfolio Analytics and Reporting plays a critical role in servicing Fisher Investment Clients by setting up and managing recurring and ad hoc reporting for both Institutional and Private Clients. Our reporting provides important insights into Client portfolios that keep Clients informed on their investments. We also serve as an important resource across the firm by supporting internal teams with portfolio data as needed. The Opportunity:   As the Client Reporting Program Manager, you will be provided the opportunity to shape how Client Reporting is conducted at Fisher Investments. Working within the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive efficiencies in our client reporting processes. The Day-to-Day: - Identify and execute client reporting strategies to create Client Reports on a quarterly and ad hoc basis - Proactively assist with our Portfolio Management technology platform migration - Work within the SS&C Global Wealth Platforms (Vision FI, Recon and Sylvan) - Be the technical lead for the report development team - Collaborate with key business partners to set and execute client reporting priorities - Set and maintain the development and execution of reporting standards. Your Qualifications: - 3+ years of business reporting and/or business analysis experience - 3+ years of SS&C Vision FI, Recon or Sylvan experience - 3+ years of Microsoft Excel experience - 3+ years of SQL and SQL Server Reporting Studio Development experience Compensation: - $90,000 - $110,000 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
Category
Portfolio Management
Job Locations US-TX-Plano | US-WA-Camas
The Opportunity:   The Corporate Initiatives Analyst helps Program Lead with various program work streams and processes for large scale initiatives including assisting in expanding our global footprint through the Corporate Office Launch Program. This role works closely with Corporate Initiatives management and teams, Facilities, Fulfillment, IT and the Business to ensure the project requirements are defined and deliverables are completed on time and consistent with Fisher standards. They will communicate and collaborate with all levels of the business and support functions to ensure requirements are understood and delivered. The Day-to-Day: - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Oversees assigned complex tasks to completion - Identifies potential process improvements and recommends solutions to management - Assists in developing and implementing proposed solutions to improve the efficiency of the department - Completes various projects in collaboration with management - Responsible for mentoring associates and new analysts on the team - Assists Program Lead with the program to ensure the elements are completely and efficiently  meeting the business requirements - Works with business partners to collect requirements and uses the requirements to help program lead define project scope, goals and deliverables - Assesses project progress and escalates issues regarding scope, timelines, resources and costs for management or Program Lead review - Maintains program documentation including timelines, runbooks and other project documentation   - Coordinates all internal departments related to the program which may include IT, Facilities, Fulfillment and Business Users - Identifies and manages program dependencies and critical path - Under the direction of management develops best practices and tools for program execution and management Your Qualifications: - Bachelor’s degree or equivalent combination of education and experience required - At least 1 year of Fisher Investments or relevant experience - Proven track record of success in previous role(s) 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
Category
Service
Job Locations US-WA-Camas
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
Category
Portfolio Management
Job Locations US-WA-Camas
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
Category
Service
Job Locations US-WA-Camas
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
Category
Finance
Job Locations US-WA-Camas
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
Category
Service
Job Locations US-WA-Camas
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The Opportunity:   You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.  This onsite position is located in Camas, WA.    The Day-to-Day: - Be the voice of Fisher Investments to prospective clients - Review prospects' personal financial situation and provide solutions - Educate prospective clients on the competitive landscape - Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management - No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: - 2+ years experience working in financial services - FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred - Multi-year track record of success driving results - Success persuading and educating prospects Compensation: - Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed - This role offers uncapped performance-based compensation with the possibility of a 6-figure income 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
Category
Sales
Job Locations US-WA-Camas
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 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
Category
Finance
Job Locations US-WA-Camas
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 Identity and Access Management Specialist to support our Information Security Identity Access & Management 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 Identity & Access Management Specialist is a member of the Information Security Identity Access & Management team, reporting to an Identity & Access Management Team Leader. You will improve the Identity Access process through automation, application testing, product support, fulfilling access requests and analyzing access risks.   The Day-to-Day: - Oversee assigned operational tasks with mid-level complexity through to completion - Be a contact for the team and specific function - Identify areas for improvement and recommends and work with management to implement proposed solutions - Support the growth of the business through various projects - Identify, create, and develop documentation for group - Follow group and firm procedures - Responsible for properly handling confidential documents - Mentor associates on the team Additional responsibilities may include: - Analyze, coordinates and assists with the implementation of new integrations within the Identity Platform as coordinated with internal clients and external technical resources - Test the newly deployed functionality in Dev/QA environments - Work with Jira Epics and Sprints alongside a team to complete roadmap goals on time and with full visibility and accountability Your Qualifications: - At least 1 year of working experience in the investments or financial industry - Experience with success in previous role(s) - High level of attention to detail  - Ability to adapt to changes in a fast paced team environment, prioritize workload and manage time across various tasks - Proficient in Microsoft Office software - Bachelor's degree or equivalent combination of education and experience required Compensation: - $65,000 - $85,000 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
Category
Information Technology
Job Locations US-WA-Camas
The Opportunity:   The Infrastructure Automation Engineer is responsible designing, implementing, and maintaining automation solutions using Ansible. They will also be responsible for the creation and maintenance of automation policies and procedures. They will leverage their expertise to research and implement proof of concept activities, refine those activities to production ready solutions, then promote those changes through to our production environment. The successful candidate would need excellent collaboration skills to work with multiple teams in Fisher's landscape. This position reports to the Infrastructure Systems Team Leader.   The Day-to-Day: - Design, develops, and implements Ansible playbooks and roles to automate infrastructure provisioning, configuration management, and application deployments - Improve automation, efficiency, consistency, and adherence to security / audit requirements and controls - Collaborate with cross-functional teams to understand automation requirements and create scalable and maintainable solutions - Implement Infrastructure as Code (IaC) principles using Ansible to define, version, and manage infrastructure configurations - Manage and optimize configuration management processes using Ansible for a diverse range of servers, networking devices, and applications - Ensure consistency and compliance across the infrastructure through effective configuration management practices - Collaborate with system administrators, Cloud Engineers, Infosec, and netsec professionals to gather requirements and provide automation solutions Your Qualifications: - Bachelor's degree in MIS, computer science, or related field required or equivalent combination of education and experience - 5+ years of experience in IT Infrastructure & Operations - 5+ years of experience in automation, playbook and role creation - 3+ years of experience building, deploying and managing public cloud IaaS and PaaS services - Experience building an automated infrastructure across Production and Non-Production environments - Proficiency in scripting languages such as Python, Bash, or PowerShell - Infrastructure as Code (IaC) toolsets including (e.g. Terraform, Ansible) 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
Category
Information Technology
Job Locations US-WA-Camas
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
Category
Service
Job Locations US-WA-Camas
Fisher Investments is looking for an International Operations Associate that excels in working collaboratively to ultimately help the business expand across the globe. You will influence the business by working across the firm to establish and refine processes to protect the clients and us against risk.   The Opportunity:   As an International Operations Associate, you will balance between changing priorities within a collaborative environment. You will review incoming and outgoing email communication to ensure accuracy and resolve discrepancies. Additionally, you will also ensure that our international client accounts are set up correctly by working with client-facing internal partners. You will report to your Team Leader who is passionate about your skill and career development here at Fisher Investments.   The Day-to-Day: - Monitor and review employee and client communication - Ensure appropriate operational steps are completed, compliant and follow all rules and regulations - Elevate discrepancies and compliance issues for review and resolution - Design, document, and refine team processes to adapt to changing needs - Process account maintenance changes for international clients - Work directly with upper and senior management to solve issues - Develop and present continuing education for internal client-facing partners Your Qualifications: - Bachelor’s degree or equivalent combination of education and experience required - You excel in adapting to changing priorities - Maintain client focus and find appropriate solutions when needed - Eager to work in a collaborative environment to support high-volume output 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
Category
Operations
Job Locations US-WA-Camas
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
Category
Service
Job Locations US-WA-Camas
It's an exciting time to be a member of the Fisher Investments Technology Department. We are looking for an IT Infrastructure Project Manager to support our Infrastructure and Operations 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 Infrastructure Project Manager independently manages a full range of projects (in some cases Scrum teams), including the larger and more complex corporate or departmental projects and implementations. You will organize and complete projects, ensure adherence to deadlines, manage budgets, help determine the project's goals and oversee quality control. You will also coordinate the efforts of team members and third-party contractors or consultants to achieve infrastructure project success according to plan. You will report to the Vice President, Infrastructure and Operations.   The Day-to-Day: - Work with senior management to define project vision, scope, goals, and deliverables and advise on solutions to solve business problems - Manage all phases of projects to ensure projects are completed efficiently and meet the business user's requirements. Projects can be multi-year, multi-million-dollar efforts involving replacement of core business systems and multiple business units - Define, organize, and prioritize project components. Create and maintain all timelines and budgets related to projects. Identify and manage project dependencies and critical path - Assess requirements to deliver projects including implementation of solutions. Work with affected department managers to identify project participants and roles - Coordinate and oversee efforts of all participants while identifying potential issues and working with parties to resolve - Evaluate impact of new situations and proposed modifications, including severity and likelihood of outcomes on budgets and timelines - Proactively highlights and manages risks by identifying potential crises and devising contingency and mitigation plans - Work with user groups and IT to develop and provide training, resolve questions, assess user needs, and recommend changes - Ensure proper documentation for each project and assist with Scrum Master duties Your Qualifications: - 5+ years of experience in IT Infrastructure and Operations Project Management domain - Experience with the business context of IT and the inherent opportunities and risks - Establish and maintain effective relationships with management staff, employees, clients, and consultants - Experience with medium to large projects involving IT Infrastructure technologies such as cloud, network, telecom, systems engineering, data center, and storage in a Microsoft Windows environment - Experience in JIRA, MS Project, or Project Portfolio Management tools - Experience in waterfall and Scrum/Agile and experience managing projects in both - Bachelor's degree in MIS, Computer Science, Math, or other science field, or equivalent combination of education and experience 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
Category
Information Technology
Job Locations US-WA-Camas
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
Category
Operations
Job Locations US-WA-Camas
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
Category
Sales
Job Locations US-WA-Camas
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
Category
Service
Job Locations US-WA-Camas
Are you excited by the idea of working in the world of global payroll? Fisher Investment's Global Payroll team is currently seeking an analyst to join our team supporting the firm's global growth initiatives. In this role, you will have the opportunity to work on growth initiatives while supporting key business areas across the organization.   The Opportunity:   As a Payroll Analyst you will process payroll, complete audits, preform reconciliations and coordinate with finance and human resources as needed. Reporting to the Payroll Team Lead, you will work with a dynamic payroll team supporting employees across the globe. Utilizing your experience and expertise, you will have the opportunity to review processes and make strategic recommendations to increase efficiency and ensure quality. You will also partner closely with team members in corporate finance and human capital to maintain standards and consistency across the firm.   The Day-to-Day: - Administer payroll and taxes for global operations - Maintain employee records, including voluntary and involuntary deductions - Audit, analyze and identify inconsistencies between HR and Payroll systems - Prepare regular payroll reports as well as ad hoc reports as needed - Establish and maintain written procedures documenting compliance and processes - Collaborate cross-functionally with partners across the business - Assist with ongoing evaluation and improvement of payroll processes - Participate in payroll projects to support team initiatives - Work in a global payroll environment Your Qualifications: - Associate’s or Bachelor's degree in Accounting, Finance or Business preferred or equivalent experience - 2+ years of payroll experience - 2+ years of experience in UKG (preferred) or other payroll software - Latin America payroll experience Compensation: - $80,000 - $100,000 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
Category
Finance
Job Locations US-WA-Camas
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
Category
Sales
Job Locations US-WA-Camas
As a Fisher Investments Review Associate you are the heart of our daily correspondence and will quickly build your network across the firm. You will have direct visibility to all departments at Fisher Investments by helping our internal partners craft professional and accurate correspondence to our clients. This is an excellent platform for those new to the finance industry that hope to build transferable skills and further their career within a global company.   The Opportunity:   The Fisher Investments Review Team ensures the quality, security and privacy of all outbound correspondence. You will provide unparalleled service by working with managers throughout the firm to mitigate risks to the business and our clients. Our collaborative team will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments. As a Review Associate, you will report directly to your manager who will aid in your professional development.   The Day-to-Day: - You will work with client-facing employees across all departments and countries to ensure all external email communication is compliant, accurate, and professional - Learn and stay up to date with national and international regulatory requirements - You will work with managers to recognize and mitigate risk - Review and summarize client responses for senior management to measure client sentiment - Identify and report time-sensitive inbound client emails to senior management to ensure they are addressed promptly - Get a 360-degree view and gain invaluable insight into various departments by helping you gain exposure and prepare for future roles Your Qualifications: - Bachelor's degree or equivalent combination of education and experience - You take pride in your ability to accurately check for errors and inaccuracies - You excel in adapting to changing priorities 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 FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Operations
Job Locations US-WA-Camas
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
Category
Information Technology
Job Locations US-WA-Camas
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
Category
Sales
Job Locations US-WA-Camas
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
Category
Portfolio Management
Job Locations US-WA-Camas
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
Category
Information Technology
Job Locations US-WA-Camas
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
Category
Information Technology
Job Locations US-WA-Camas
It's an exciting time to join Fisher Investments as we are 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 inspires global growth through strategic solutions and new ideas.   The Opportunity:   As the Senior Cloud Solutions Architect (Infrastructure), you will play a strategic and technical role responsible for ensuring the Fisher Investments Cloud components including adoption of cloud computing principles. You will oversee adoption of public cloud services and support creation of sustainable/fit for purpose infrastructure architecture in consideration of Fisher Investments standards and information security controls and guidelines.   You will use your broad knowledge of technologies and associated principles allowing you to construct efficient, secure, scalable and resilient technical solutions grounded in end-user and our requirements. As an expert, you will mentor and encourage, while offering guidance to technical teams. You will create industry best practices for deployment and management of custom built or off the shelf solutions in a public cloud environment. You will report to the Infrastructure Solutions Architecture Manager.   The Day-to-Day: - Design, engineer and lead the architecture and implementation of cloud solutions with appropriate technologies and capabilities to meet our requirements - Understand in-depth the cloud technology trends, the latest new ideas, options and solutions available on how to evolve the capabilities and use within the firm to address the evolving operating model - Investigate and monitor the current-state cloud usage solutions in use to identify gaps, limitations and come up with the required solutions and remediations - Implement cloud platform services that are scalable, available, fault-tolerant, with multi-region deployment models - Lead creation of cloud-focused standards, building blocks and patterns to insure deployed solutions are secure, scalable, and resilient - Work with other enterprise architects, application architects and security architects to provide a solid and secure IaaS and PaaS platform in Azure - Ensure cloud solutions are implemented and delivered with best practices, appropriate controls and documentation - Lead and provide expertise on cloud solutions and knowledge transfer and mentoring other team members Your Qualifications: - 10 years designing and building complex enterprise scale software applications or platforms - 5 years of experience serving as technical lead for software architecture design - 5 years of experience defining architectural tradeoffs and communicating architectural decisions to all stakeholders - 5 years of experience using distributed systems and microservice architectures including applying data distribution strategies - 5 years of experience working with teams and communicating with both internal and external stakeholders - 3 years of experience building scalable and reliable solutions - Bachelor's or foreign equivalent degree in Computer Science or related field Compensation: - $170,000 - $210,000 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
Category
Information Technology
Job Locations US-WA-Camas
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 - Deep FinTech experience and understanding of technology trends in the finance industry - 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
Category
Information Technology
Job Locations US-WA-Camas
Fisher Investments is an established financial services firm with a growing international presence. We are currently seeking a Senior Corporate Financial Analyst (FP&A) to join our dynamic, global finance team!   The Opportunity:   In this role you will be an essential member of our Financial Planning and Analysis Team. Reporting to the FP&A Manager, you will create financial models, forecasts and reports that require proven system skills for success. You will also have the opportunity to support some of the most complex departments or specialized functions across the Finance organization.   The Day-to-Day: - Work with the Group Vice President of the assigned departments to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc reporting - Prepare accurate reports, variance analysis and commentary as part of the monthly forecasting and management reporting process - Improve the development of detailed financial models to project our Assets Under Management for forecasting and scenario analyses - Conduct complex analysis projects, involving an understanding of all financial processes and their interaction - Use the department's Business Intelligence and Reporting tool to design new custom reporting for enhanced decision analysis - Meet deadlines on assigned department projects - Guide the annual planning process including developing and updating training materials, coordinating all activities throughout the firm, and preparing trend analysis - Test financial systems and reports following system upgrades or business requirement changes Your Qualifications: - 4+ years of FP&A experience with a Bachelor's degree in Finance/Accounting - Demonstrated Analytical and financial modeling experience for large business units - Advanced Excel skills (can perform complex functions) required - Experience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion or Cognos 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
Category
Finance
Job Locations US-WA-Camas
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
Category
Finance
Job Locations US-WA-Camas
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
Category
Human Capital
Job Locations US-WA-Camas
The Fisher Investments Institutional Group (FIIG) serves a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity:   The Institutional Client Operations Analyst works directly with our Sales & Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader onsite, who will support your skill and career development. This role also acts as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: - Manage the on-boarding of new institutional segregated and fund accounts - Subject matter expert as it relates to international institutional funds and separately managed accounts - Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests - Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors - Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations - Coordinate with custodians to support institutional accounts, along with contract negotiation between clients and internal teams - Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements - Communicate detailed international institutional investor account information to senior members of the Company - Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: - Bachelor's degree or equivalent combination of education/experience - At least 2-3 years professional experience in the financial services industry - Familiar with securities, financial markets and institutional account types - Experience with customer/client service - Project management experience and capacity to prioritize based on priority  - Responsible, accountable, and motivated Compensation: - $70,000 - $95,000 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
Category
Operations
Job Locations US-WA-Camas
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: - MuleSoft, BizTalk and/or Azure Integration Services - Design, develop, and deploY integration solutions using Azure Integration Services, Mulesoft or BizTalk         - Design and implement microservice architectures using patterns like circuit breakers, message queues, and API gateways - Implement various security solutions for integrations, including authorization (e.g., SAML, OAuth), data encryption, and API security best practices - Diagnose and troubleshoot integration issues using log analysis, tracing tools, and performance monitoring techniques across various integration platforms           - 2+ years of experience in Terraform, PowerShell, or Python - Experience with micro service patterns, concepts and deployment patterns - Strong experience with Security implementations (e.g. SAML, OAuth) - Strong troubleshooting and problem-solving skills - 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
Category
Information Technology
Job Locations US-WA-Camas
Network Operations is a team of focused data transport professionals committed to the rapid and reliable delivery of Fisher's business information. Our scope is global, with on-prem and cloud interconnectivity being at the center of our role.   The Opportunity:   We are seeking a Senior Network Engineer to join our dynamic Enterprise IT department. You will play a critical role in designing, implementing, and maintaining our complex network infrastructure, ensuring optimal performance, security, and scalability. You will design aspects of large-scale projects and engineer, test, document, and deploy network infrastructure solutions. You will manage technical aspects of assigned projects, including planning and resolving issues. The Senior Engineer works independently to provide technical solutions to solve complex challenges for both IT-facing and business-facing customers. You will also ensure the successful implementation of technology projects by working with Solutions Architecture, Operations, information security, and other departments. You will report to the Network Engineering Team Leader.   The Day-to-Day: - Design, deploy, and manage secure and scalable Local Area Networks (LANs), Wide Area Networks (WANs), and Wireless Local Area Networks (WLANs) - Configure and troubleshoot network devices such as routers, switches, firewalls, and wireless access points - Analyse new products and make recommendations for implementation - Implement and maintain robust network security measures to protect against cyber threats - Monitor network performance, identify bottlenecks, and proactively recommend and implement solutions to improve network efficiency - Automate routine network tasks to improve efficiency and free up time for strategic initiatives - Document network configurations and procedures for future reference and knowledge transfer - Troubleshoot and resolve complex network issues that are escalated from lower support tiers - Stay up-to-date on latest network technologies and security best practices Your Qualifications: - 7+ years' experience in Network Engineering - Fluency in Cisco routing and switching technologies - Experience with WAN, Campus, Data Center, Wireless, and networks at an enterprise scale - Experience with Cisco SD-WAN technologies Viptela and Meraki - Experience with firewalls and VPN devices - Solid knowledge of infrastructure systems including compute, OS, hypervisor, network, storage, database and security - Experience with load balancers - 3+ years of experience building, deploying and managing public cloud IaaS and PaaS services - Proficiency in scripting languages such as Python, or PowerShell - Infrastructure as Code (IaC) toolsets including (e.g. Terraform, Ansible) - Fluency in complex BGP Routing, Diverse Cloud networking (AWS, Azure), cloud-hosted voice providers like Genesys Compensation: - $120,000 - $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
Category
Information Security
Job Locations US-WA-Camas
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.   The Opportunity:   As a Senior Operations Contact Center Engineer, you will be part of the Enterprise Contact Center Operations teams responsible for ensuring the smooth operation, optimization, and overall health of the Genesys Contact Center CX platform. Your responsibilities will include troubleshooting CRM platform integrations, analytic applications, and collaborating with team members to uphold the platform's effectiveness in meeting our needs and continues business operations. You will engage in technical troubleshooting sessions alongside core team members, supporting teams and vendors, addressing complex voice quality issues, and actively working towards resolutions. You will report to the Enterprise Contact Center Infrastructure Manager.   The Day-to-Day: - Support and troubleshoot contact center technologies which include Call Recording/Transcription Applications, Inbound / Outbound Routing Strategies, IVR, Workforce Management, SIP, BYOC, CTI Integration, WebRTC, Softphones, Genesys Web Browser Extension, Analytics, and Reporting - Collaborate with peers and other technical teams on the end state design of the contact center platform and telephony requirements - Define and manage user roles and permissions in system to meet our requirements - Define and manage contact center operational reports and business facing reports - Write, maintain and implement performance test scenarios, strategy and document test status and result - Continue to improve the effectiveness of operational tools, processes and identify opportunities for improvements - Collaborate with Application Support Teams to insure proper integration with third-party solutions like Salesforce, Cisco UC, Observe.AI, Aleveo, PureInsight - Work with Technology Business Support team to ensure Contract Center solutions are meeting business service levels - Troubleshoot complex WebRTC connectivity and audio issues reported by in-office and remote users - Monitor and manage of contact center applications to ensure overall system performance, accessibility, and usability - Ensure system changes and requests are prioritized and addressed directly, or with vendor technical support - Provide Level 3/4 Technical support during business hours and on-call rotation Your Qualifications: - 6+ years of experience Supporting Genesys Call Center platform - 5+ years of deep technical experience working with cloud-based Globally deployed Contact Center environments - Proficient in contact center technologies including Call Routing, Call Recording, Transcription, Historical Reporting, IVR Solutions, Omni-Channel solutions, Work Force Optimization and CRM Integrations - Experience implementing and supporting BYOC integrations with CCAAS - Scripting and use of automation optimizing repeatable tasks by REST APIs - Integration support with Salesforce and ServiceNow - Experience with Agile / Scrum methodologies, Collaborating on JIRA and Confluence - Proven experience leading programs to successful implementation and completion - Genesys training and certifications - Knowledge of Cisco Unified Communications Platform and Cisco SBC Compensation: - $125,000 - $165,000 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
Category
Information Technology
Job Locations US-WA-Camas
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 PKI 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:   As a PKI/KMS/HSM/Certificates Architect, Engineer, and Implementer you will be responsible for administration, operation, upgrade and support of Certification Authorities (CA), Registration Authorities (RA), online responders, and Hardware Security Modules (HSM) of a Microsoft Windows-based enterprise Public Key Infrastructure (PKI). You will take an active leadership role in maintaining and communicating PKI/KMS industry changes, advising and directing leadership to ensure that PKI requirements are addressed. You will ensure PKI systems align to the firms Information Security policies, standards, and the industry best practices. You will report to the Vice President, Infrastructure Security.   The Day-to-Day: - Build a mature enterprise-wide certificate management services and Public Key Infrastructure capabilities. Support the definition, design, and deployment of enterprise PKI system - Provide detailed specifications for PKI/KMS infrastructure - Provide roadmap guidance and recommendations to existing environment and future landscape (including the assessment & discovery work) - Maintain detailed procedures, policies, baselines, and work instructions for PKI & KMS administration, advise on improvements - An understanding of SSH, especially the configuration and use of SSH keys for authentication - Experience with technologies that heavily use TLS/SSL encryption - Represent PKI Engineering on organizational project teams and ensure adherence to existing security policies and standards - Manage the successful technical delivery of Information Security projects and services for our customers by working directly with key business stakeholders, executives and project teams - Keep up on current technologies and maintain awareness of industry trends and threats, focusing on PKI/PKE technologies Your Qualifications: - 8+ years of advanced hands-on experience in deploying, configuring, and managing certificated lifecycle management (KMS), Public Key Infrastructure (PKI), Certification Authorities (CA), Hardware Security Modules (HSM), Registration Authorities (RA), Root CA, Azure Key Vault, Thales, Venafi, Keyfactor, and Entrust integration experience (PKI/HSM/KMS/CRL/CRT) - Experience in Entrust, HashiCorp, Thales, DigCert, Venafi, Keyfactor - Individuals in this role must be well versed and educated in common Information Security practices and the CISSP domains, and have general Information Technology experience - You can use these experiences and education to identify opportunities for improvement of present information security environment, focusing on PKI, encryption, and certificate-based authentication solutions - Expert level experience with PKI implementation and certificate lifecycle management solution - Expert level experience with hardware security module (HSM) technology - Expert level experience in MS Certificate Management Services and Active Directory Domain Services - Expert level experience in SSL certificate management concepts, processes, and solution management - Expert level experience in cloud solution development with Azure architectures as it related to PKI management - Excellent knowledge in PKI / HSM ecosystem (technology, standards, implementations, & migration) - Technical Skills: - Public key infrastructure - Strong authentication / multi-factor authentication technologies - CodeSigning - Cryptographic services - Encryption - Certificate Management - Data Protection - Bachelor's degree in Information Assurance, Computer Science, Cybersecurity, Information Systems or related field of study - Security industry certification is required including but not limited to CISSP, SSCP, CISM, SANS GSEC, ECSA, ECSP, and Security+ 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
Category
Information Technology
Job Locations US-WA-Camas
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:   The Senior Solution Architect plans the architecture and solution design for Portfolio Management Group (PMG) Technology while being a steward for architectural principles and standards. You will assess holistic PMG workflows and technology solutions and plan, design, and coordinate multi-year roadmaps for PMG and integrated systems and their support activities. You will apply and articulate enterprise architecture principles and standards to their systems and explain them within their group.   You will help align department-wide solutions to Fisher's enterprise priorities and architecture design. You have a strong background in Wealth Management & Portfolio Management concepts including Front, Middle and Back office workflows and how technology is used in those areas. You will survey the technology landscape to identify solutions and systems to support the goals and evolution of the supported business groups. The Senior Solution Architect ensures proposed system initiatives align with the future strategic position. You will report to the Vice President of PMG Technology Services.   The Day-to-Day: - Ensure the architecture of applications and systems (e.g., Charles River, SS&C GWP) are suitable to meet our business needs - Lead large Technology and business teams to evaluate current technology solutions, as well as plan, design, and coordinate multi-year roadmaps - Work directly with the Enterprise Architecture group and executive leadership to identify, recommend, implement, and maintain appropriate technology solutions - Lead and facilitate solution / technical architecture review sessions and work to mitigate risks communicated during sessions - Facilitate optimization of current state architecture with digital solutions, RPA, and automation - Be a technical expert addressing problems relating to systems integration, compatibility, and multiple platform integration - Work with the application solutions delivery teams in the development of services, components, standards, and frameworks required to support business strategy Your Qualifications: - Minimum of 7 years of experience as a technical leader - Experience with software architecture design and deep understanding of architectural tradeoffs - Strong knowledge of wealth management & portfolio management concepts, data domains and workflows (i.e. trade life cycle, portfolio rebalancing, IBOR) - High-level understanding of multiple order management and portfolio accounting platforms (i.e. Charles River, Fidessa, Eze Castle, GWP, Broadridge BPS) - Experience with Azure Cloud, distributed systems, API design and microservice architectures - Expert level understanding of data distribution strategies - Bachelor of Science or equivalent in Computer Science or related field Compensation: - $165,000 - $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
Category
Information Technology
Job Locations US-TX-Plano | US-WA-Camas
Space Planning, as part of Corporate Initiatives at Fisher Investments, is a small team that makes a big difference! In this highly visible role, you will gain insight and exposure to different groups and the firm as a whole, while broadening your network and building relationships. You will have the opportunity to collaborate and work with teams across the organization to meet firm goals.   The Opportunity:   As a Space Planning Associate, you will directly help the growth of the firm by coordinating employee seat moves, including any large-scale team reshuffles, while maintaining accurate records of employees seat locations across both our US and international offices. You will work closely with IT and Facilities to ensure all seat moves are carried out properly and as efficiently as possible. Reporting to the Space Planning manager, who will aid in your development and future success within our organization, you will have the chance to build upon reporting and analysis skills through multiple stretch projects.   The Day-to-Day: - Review, and coordinate employee seat moves to ensure every employee has a usable seat in their applicable office - Communicate directly with different levels of management regarding a variety of initiatives including but not limited to seat moves - Create new and update existing reporting to accurately depict office capacities, and move volume for senior management - Provide solutions that best meet the needs of the business and promote process improvements - Process requests for installation/removal of standing workstations - Support  office launches for US and international locations to an appropriate extent Your Qualifications: - Bachelor's degree or equivalent combination of experience - Manage complexity and coordinate across several departments under strict timelines - Eager to work in a collaborative environment to aid high-volume output - Connect with a wide array of audiences by phone and email - Have a passion for solving complex puzzles 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
Category
Service
Job Locations US-WA-Camas | US-WA-Camas
Space Planning, as part of Corporate Initiatives at Fisher Investments, is a small team that makes a big difference! In this highly visible role, you will gain insight and exposure to different groups and the firm as a whole, while broadening your network and building relationships. You will have the opportunity to collaborate and work with teams across the organization to meet firm goals.   The Opportunity:    As a Space Planning Associate, you will directly help the growth of the firm by coordinating employee seat moves, including any large-scale team reshuffles, while maintaining accurate records of employees seat locations across both our US and international offices. You will work closely with IT and Facilities to ensure all seat moves are carried out properly and as efficiently as possible. Reporting to the Space Planning manager, who will aid in your development and future success within our organization, you will have the chance to build upon reporting and analysis skills through multiple stretch projects.   The Day-to-Day: - Review, and coordinate employee seat moves to ensure every employee has a usable seat in their applicable office - Communicate directly with different levels of management regarding a variety of initiatives including but not limited to seat moves - Create new and update existing reporting to accurately depict office capacities, and move volume for senior management - Provide solutions that best meet the needs of the business and promote process improvements - Process requests for installation/removal of standing workstations - Support  office launches for US and international locations to an appropriate extent Your Qualifications: - Bachelor's degree or equivalent combination of experience - Manage complexity and coordinate across several departments under strict timelines - Eager to work in a collaborative environment to aid high-volume output - Connect with a wide array of audiences by phone and email - Have a passion for solving complex puzzles Compensation: - $50,000 - $65,000 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
Category
Service
Job Locations US-WA-Camas
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 Technical Business Analyst to support our PMG Application Development 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 Technical Business Analyst will design, maintain, and implement projects and process improvements. You will be responsible for requirement gathering and process documentation on user engagements. You will analyze and document requirements for Portfolio Management processes and map them to the suite of applications used by the Business. You will report to the Application Development Team Lead.   The Day-to-Day: - Create user stories and acceptance criteria - Create logic, flow charts, and process diagrams - Participate in the software development lifecycle - Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination - Elicits business requirements - Provide application support - Utilize design skills to define Technical Design Specifications for complex and high impact projects - Research external software solutions - Provide business recommendations based on critical application and data analysis - Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates Your Qualifications: - Familiarity with Portfolio Management processes - Familiarity with Agile and Jira - Familiarity with writing and promoting accurate documentation in Confluence - Basic SQL querying skills - Highly developed qualitative and quantitative skills required - Experience analyzing various situations and developing creative solutions - Excellent verbal and written communication skills - High level of attention to detail - Experience adapting to changes in a fast paced, team environment - Ability to prioritize workload and manage time across various tasks - Proficient in Microsoft Office software - Bachelor's degree or equivalent combination of education and experience required Compensation: - $85,000 to $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
Category
Information Technology
Job Locations US-WA-Camas
Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor!   The Opportunity:   As a Fisher Investments UK Investment Counsellor we provide you with an abundance of support. Through our unique training and mentorship program, you will receive an elevated finance and capital markets education. Our UK Investment Counsellors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates and renowned sales team. 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. 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 UK Investment Counsellor, serving UK clients from our US offices you will: - Help your clients understand our top-down portfolio strategy by walking them through specific investments and highlighting important events in the market - Rely on our UK sales team to gradually build your roster of high-net-worth UK clients within the first year - 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 - Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: - 3+ years of experience in asset management, financial and client services - Required to pass the Series 65 exam or equivalent - Previous Investment industry experience - Achieve results and provide unparalleled service - Ability to think critically and manage complexity with a consultative communication style 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 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
Category
Service
Job Locations US-WA-Camas
Would you like to refine your writing skills and expand your knowledge of capital markets? Do you enjoy working with graphic design programs such as Adobe Illustrator and InDesign? As a US Content Associate, you will help curate materials to support Fisher Investments’ US client service, marketing and sales groups.   The Opportunity:   The Corporate Communications Group produces articles, custom presentations, brochures, talking points, website content, multimedia content and more. All materials aid Fisher Investments’ global client service, marketing and sales efforts. As a US Content Associate, you will collaborate directly with members of our sales, service and marketing organizations. You will create and update written materials and talking points for our US private client sales and client service personnel. The content is used daily to provide unparalleled service and education to prospective and existing clients. You will report to our US Content Team Leader.   The Day-to-Day: - Assist internal clients with their content needs - Develop custom presentation materials for private client sales and service organizations - Draft firm-wide communications containing helpful resources for internal clients - Maintain our library of existing content - Engage with capital markets topics and firm philosophy daily by reading market news, conducting research and writing - Create new materials for projects you will oversee from start to finish Your Qualifications: - Bachelor’s degree or equivalent combination of education and experience required - Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed - Interest in learning about capital markets and our investment philosophy - Excellent communication skills - Experience managing several projects and using insights to guide decisions - Client focus with desire to support our global growth 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
Category
Communications
Job Locations US-WA-Camas
Are you motivated by metric-based accountability? Are you passionate about using your skills to create clarity in the fray of data? Fisher Investments is actively looking for a Vendor Program Analyst to join our team. If you want to use these skills and create a life-long career at Fisher Investments, this is the role for you!   The Opportunity:   As our Vendor Program Analyst you play a crucial role to onboard new vendors, ensure compliance with contracts, analyze vendor performance metrics and identify avenues for improvement in vendor programs. Our firm partners with many vendors to provide the best tools and data in our pursuit to better the Investment Universe. You will provide end-to-end support when it comes to processing invoices, administering user licenses, and tracking budgets. You will utilize your skills to create performance dashboards to track critical Service Level Agreements and provide regular reports to leadership. You will help analyze and optimize vendor performance to maximize our partnerships. You will report directly to the Data & Process Team Leader. The Day-to-Day: - You will create and manage dashboards and scorecards to track and analyze vendor performance, including regular reporting - You will escalate vendor performance issues - You will onboard new vendors and track budgets - You will identify process improvements, recommend solutions, and implement solutions to improve resource utilization efficiency - You will help administer users licenses and process invoices Your Qualifications: - 5+ years of experience in vendor management, supply chain management, or a similar role - Experience tracking and analyzing vendor performance metrics - Experience with various software licensing models - Experience onboarding new vendors and processing vendor invoices - Experience utilizing data visualization and data analytics tools Compensation: - $75,000 - $110,000 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
Category
Portfolio Management
Job Locations US-WA-Camas
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 Vice President - 401k Solutions and Institutional Technology to support our Technology 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:   As the Vice President - 401k Solutions and Institutional Technology, you will report to the Group Vice President - Technology Business Services to manage all aspects of IT-run technology solutions used by 401k Solutions and Fisher Investments Institutional Group, and will assist our business leaders in defining their system architecture and contribute to technology solutions. You will will have a blend of leadership, technical experience, and business knowledge with deep experience working with the 401k Solutions and Fisher Investments Institutional Group teams on their technology stacks.   The Day-to-Day: - Oversee all aspects of IT-run technology solutions used by 401k Solutions and Fisher Investments Institutional Group. Earn a seat at the table as their central contact (general contractor) and primary trusted technology partner - Develop technology strategy and roadmaps for capabilities with the business, vendors and other internal technology partners - Deliver prioritized projects and programs as mutually-agreed upon (time, budget, scope) - Remain current on technology trends and industry solutions that affect the partner business and Fisher technology at large - Actively partner with and manage vendors who provide IT-run technology services and solutions - Measure, communicate and support application stability, scalability and production support - Develop ecosystem scorecards, Service level agreements and KPIs together with the business and other technology partners to evaluate success and determine areas for improvement and areas of opportunity - Contribute to technology risk evaluation including the management of obsolescence and technology debt - Ensure compliance with internal procedures and external legal requirements. - Develop and manage budgets/resources - Work with peers and management on the development of mission, standards, services and goals Your Qualifications: - Must have 5 years of progressively responsible experience managing and building effective, IT teams and leadership responsible for the development, deployment and support of enterprise-class software solutions - Experience leading technology transformation projects including hands-on use of various development methodologies; an understanding of important integration and data strategies; and a core grasp of software life-cycle management - Bachelor’s degree or equivalent combination of education/experience ideally in a STEM field Compensation: - $180,000 - $220,000 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
Category
Information Technology
Job Locations US-WA-Camas
It's an exciting time to join Fisher Investments as we are investing in the future of our firm's technology and information security. The Technology Business Services (TBS) department supports and improves software applications and technology platforms used across the firm. We are currently looking for a Vice President of Marketing and Communications Technology.   The Opportunity: You will be a senior technology management role that leads a team (or teams) in the support of Marketing & Corporate Communication business lines.  You will be the primary trusted technology partner for business leadership in a “general contractor” model.  You will oversee the production support, project delivery, and strategy for technology capabilities used by the business including in-house and vendor systems regardless of the hosting strategy. You will partner with the business on technology platforms and capabilities for which they serve as the primary owners. You will report to the Group Vice President (GVP) of Technology Business Services (Applications Development).   The Day-to-Day: - Own all aspects of central IT-run technology solutions used by Marketing & Corporate Communications - Earn a seat at the table as their central contact (general contractor) and primary trusted technology partner - Develop technology strategy and roadmaps for capabilities together with the business, vendors and other internal technology partners - Deliver prioritized projects and programs as mutually-agreed upon (time, budget, scope) - Keep abreast of technology trends and industry solutions that impact the partner business and Fisher technology at large. - Actively partner with and manage vendors who provide technology services and solutions - Measure, communicate and deliver on application stability, monitoring and production support - Develop ecosystem scorecards, SLA’s and KPI’s with the business and other technology partners to evaluate the success and determine areas for improvement and areas of opportunity - Contribute to technology risk evaluation including the management of obsolescence and technology debt - Ensure compliance with internal procedures and external legal requirements - Develop and manage budgets/resources - Work with peers and management on the development of mission, standards, services and objectives - Recruit, coach and build high-performing teams Your Qualifications: - Must have 5 years of progressively responsible experience managing and building effective, IT teams and leadership responsible for the development, deployment and support of enterprise-class software and infrastructure solutions supporting marketing and corporate communications - Technologist first; marketing domain expertise second - Broad technology experience including the full software development lifecycle and various areas of technology architecture (infrastructure, application architecture, data architecture, integration) - Strong skills with demonstrated evidence of constructive interpersonal interactions with both individual contributors and senior executives inside and outside of technology - Strong organizational, management and conceptual skills - Experience leading technology transformation initiatives from a position within the centralized technology team - Bachelor’s degree or equivalent combination of education/experience ideally in a STEM field Compensation: - $180,000-$250,000 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 50 days per year FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Information Technology