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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.