Teams 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.