Jobs at Fisher Investments

Coordinates onboarding and funding for international Canadian client accounts, manages transfers, maintains documentation, performs account due diligence, handles confidential information, and identifies process improvements. The role serves as a liaison among custodians, clients, investment counselors, and sales teams while supporting projects and business growth in an onsite, team-based environment.

Develop and implement fixed income portfolio strategies, support Investment Policy Committee decisions, lead rebalancing and trade life cycles, and translate macroeconomic and sector views into portfolio adjustments. Lead new strategy development, maintain portfolio tools, analyze large datasets, and communicate investment insights to internal stakeholders and sophisticated clients.

Develops and optimizes South Korean marketing campaigns, including lead generation, localization, creative and landing page testing, performance reporting, budgeting, forecasting, market research, and agency coordination. The role analyzes campaign results, presents opportunities to executives, oversees compliance and reputational risk, and leads process improvements. It requires Korean and English fluency, South Korean market expertise, and at least three years of digital marketing experience.

Sell Fisher Investments wealth management solutions to high-net-worth prospects across Wisconsin and Michigan. Responsibilities include converting qualified leads, evaluating prospects’ financial situations, presenting investment offerings, conducting phone and in-person or virtual meetings, and completing ongoing training in sales, finance, capital markets, and portfolio management.

Leads end-to-end delivery of complex enterprise technology programs supporting Marketing and Digital Experience Engineering. Responsibilities include project planning, scope and budget management, risk and dependency tracking, executive reporting, governance, vendor coordination, financial oversight, change management, and release readiness. The role partners with Engineering, Marketing, Security, Infrastructure, Architecture, and enterprise platform teams to remove roadblocks and deliver strategic initiatives.

Lead end-to-end development and support of Charles River Development workflows across portfolio engineering, optimization, guidelines, implementation, trading, and operations. Configure CRD workbenches, build API and messaging integrations, automate OMS processes, support portfolio optimization workflows, and ensure system readiness and stability. Translate business requirements into technical specifications, diagrams, user stories, and documentation while collaborating with portfolio managers, traders, and technology teams.

Ten-week paid summer sales internship providing sales and financial training, mentorship, CRM lead processing, client communication, and professional development. Interns communicate Fisher Investments’ value proposition to high-net-worth investors, collaborate across departments, participate in projects and competitions, and develop skills for future sales, service, or operations roles.

Develop and test software for medium- to large-scale projects supporting the Portfolio Management Group. Collaborate with scrum teams on technical design, coding, estimation, refinement, and production software operations. Build Azure-based solutions, REST APIs, microservices, event-driven applications, and database integrations while contributing to testing, automation, and technical discussions.

Sell Fisher Investments wealth management solutions to high-net-worth prospects across Florida. Responsibilities include converting qualified prospects into clients, evaluating financial situations, presenting investment offerings, conducting high-volume phone sales and in-person or virtual meetings, and completing ongoing training in finance, capital markets, portfolio management, and advanced sales techniques. This home-office role manages a local territory and offers commission-based earning potential.

Sell Fisher Investments wealth management solutions to high-net-worth prospects across Georgia and Alabama. Responsibilities include converting qualified prospects into clients, assessing financial situations, educating prospects on investment offerings, conducting high-volume phone sales and local in-person or virtual meetings, and completing ongoing training in finance, capital markets, portfolio management, and advanced sales techniques.

Engage high-net-worth individuals who have expressed interest in Fisher Investments, communicate the firm’s value proposition, understand investor goals, educate prospects, and schedule meetings with regional sales partners. This in-office Plano role offers mentoring, sales training, a base salary plus uncapped commission, and opportunities for career advancement. No prior sales experience or industry knowledge is required; strong communication, persuasion, trust-building, resilience, and results orientation are expected.

Coordinates and manages global marketing technology platforms, integrations, vendors, and technical enhancements. Configures martech and adtech tools for digital marketing measurement and activation, documents system requirements, communicates changes, provides training and technical support, and ensures marketing technology quality, uptime, and accuracy. The role also requires troubleshooting JavaScript, HTML, CSS, analytics, CMS, automation, testing, tag management, advertising platforms, Excel, and SQL.

Implement and operate enterprise privileged access management using the Idira cloud platform. Responsibilities include onboarding users and accounts, credential management, password rotation, system configuration, integrations, monitoring, troubleshooting, documentation, training, policy development, metrics reporting, ticket resolution, change management, and security improvement recommendations. The role also provides IAM/PAM subject matter expertise and maintains awareness of evolving security technologies, threats, and best practices.

Leads a team of up to 10 employees delivering secure, scalable portfolio management data and client reporting applications. Partners with business and technology stakeholders to define roadmaps, prioritize work, architect solutions, oversee software delivery and support, establish KPIs, and implement governance and security controls. The role requires extensive wealth management technology leadership, cloud data platform expertise, API design experience, and full software development lifecycle knowledge.

Provides global legal and regulatory advice across financial services, investment management, privacy, employment, corporate, and commercial matters. Responsibilities include launching regulated entities, drafting and negotiating contracts and business documents, supporting regulatory projects, handling litigation and employment matters, coordinating external counsel, and training colleagues on legal requirements.

Manage the ServiceNow platform and lead a technical team responsible for business-facing applications, architecture, integrations, governance, upgrades, and platform strategy. Oversee IRM, GRC, TPRM, BCM, compliance, audit, and risk workflows while integrating with ITSM, ITAM, and SecOps. Define roadmaps, manage projects and personnel, guide low-code and pro-code development, improve platform adoption, and ensure scalability, security, compliance, and operational stability.

Paid 10-week IT internship involving technology training, project-based assignments, automated reporting, documentation, software development standards, integrations, security tools, requirements capture, testing, debugging, and infrastructure support. Interns collaborate with technology teams, participate in professional development, and gain experience with enterprise systems, programming, reporting, automation, testing, and cloud deployment tools.

Provide global legal and regulatory advice across financial services, investment management, privacy, employment, corporate, and commercial matters. Draft and negotiate contracts, employment agreements, investment management documents, policies, and vendor agreements. Support regulated-entity launches, regulatory projects, litigation, and external counsel coordination. Train colleagues on legal and regulatory developments while balancing business objectives against legal risks.

Supports portfolio management by monitoring performance, developing options and derivative strategies, leading rebalances, overseeing trade lifecycles, improving execution, and communicating investment insights to internal and external stakeholders. Requires buy-side research and trading experience, strong data-handling skills, financial systems proficiency, and the ability to explain complex investment concepts.

The Enterprise Architect will define and enforce architecture standards, select platforms and vendors, and develop multi-year technology roadmaps for investment solutions. The role focuses on application, data, integration, security, and cloud architectures supporting wealth management front, middle, and back office functions. Responsibilities include guiding enterprise transformation, evaluating current and future-state solutions, coordinating technology teams and partners, optimizing architecture, and mentoring staff.