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Sell Fisher Investments wealth management solutions to high-net-worth prospects across Southern California. Responsibilities include evaluating prospects’ financial situations, presenting investment offerings, converting leads into clients, conducting high-volume phone sales and local meetings, and completing ongoing training in finance, capital markets, portfolio management, and advanced sales techniques.

Recruiter sources, assesses, and recruits candidates across Fisher Investments. Responsibilities include managing the candidate experience, conducting competency-based interviews, maintaining evaluation records and talent acquisition processes, collaborating with recruiters and hiring teams, meeting hiring timelines, and developing creative sourcing strategies for diverse talent pools.

Conduct phone-based inside sales with high-net-worth Canadian prospects. Review prospects’ financial situations, recommend Fisher Investments solutions, educate and persuade qualified investors, and convert them into clients. The role includes ongoing training in phone sales, finance, capital markets, and portfolio management. It is fully in-office in Tampa, Florida, with no travel required.

Drives cross-functional business process improvements for the Global Private Client Group. Responsibilities include root cause analysis, process mapping, redesign workshops, user story development, testing, production hypercare, stakeholder communication, and maintaining process and project documentation within an Agile Scrum environment.

Sources and attracts candidates for corporate roles across disciplines and experience levels. Builds Boolean searches, uses recruiting databases, conducts exploratory calls, evaluates candidate fit, creates engaging outreach, measures response rates, and adjusts sourcing strategies. Partners with recruiters and hiring managers to align on requirements, participates in intake meetings and training, and supports special talent acquisition projects.

Sells wealth management solutions to high-net-worth prospects across the Northeast. Responsibilities include converting qualified leads into clients, assessing financial situations, educating prospects on investment offerings, conducting high-volume phone activity and local meetings, and completing ongoing training in finance, capital markets, portfolio management, and advanced sales techniques.