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Sell Fisher Investments wealth management solutions to high-net-worth prospects across the Mid-Atlantic region. Responsibilities include converting qualified leads into clients, assessing prospects’ financial situations, presenting investment offerings, conducting high-volume phone activity and local meetings, and completing ongoing training in sales, finance, capital markets, and portfolio management. The role is home-office based with territory travel and offers commission-first compensation with uncapped earning potential.

Leads enterprise architecture strategy for data and AI modernization across business domains. Responsibilities include standardizing metadata, designing semantic data models and ontologies, guiding enterprise architecture decisions, partnering with product, engineering, data, and AI teams, supporting analytics and AI use cases, contributing to AI model development, overseeing MLOps practices, reviewing AI-generated code, and influencing senior stakeholders through hands-on execution and strategic leadership.

Present wealth management solutions to high-net-worth prospects, evaluate their financial situations, convert prospects into clients, educate them on investment offerings, and conduct phone and in-person sales activities within Texas and Louisiana. The role is home-office based, supported by qualified lead flow, and includes ongoing training in finance, capital markets, portfolio management, and advanced sales techniques.

Executes SEO and reputation management activities, including keyword research, competitive analysis, content review, performance reporting, dashboard development, search monitoring, influencer outreach, documentation, and process improvement. The role manages projects, communicates updates to stakeholders, and mentors junior team members in an onsite, team-based environment.

Leads the Portfolio Management Data and Reporting Technology team, overseeing application strategy, architecture, software delivery, support, governance, security, and compliance. Manages up to 10 employees, prioritizes work, develops technology roadmaps, partners with business and technology stakeholders, and delivers scalable data and client reporting platforms. The role also drives KPIs, innovation, self-service capabilities, and risk reduction across the application portfolio.

Drive sales of wealth management solutions to high-net-worth prospects across Illinois, Indiana, and Kentucky. Convert qualified leads into clients, assess financial situations, present investment offerings, conduct phone and in-person meetings, and participate in training on finance, capital markets, portfolio management, and advanced sales techniques. The role is home-office based with local territory travel and offers a $175,000 base salary transitioning to uncapped commission.

Drives cross-functional business process improvements for Global Private Client Group objectives. Conducts root cause analysis, process assessments, redesign workshops, and re-engineering initiatives. Partners with business, technology, vendors, and stakeholders to implement solutions, write and test user stories within Scrum, provide production hypercare, communicate throughout project lifecycles, and maintain process and project documentation.

Paid 10-week summer internship supporting Fisher Investments’ client services function through training, project assignments, client-focused work, collaboration, and professional development. Interns build foundational finance and service skills while contributing to business value and preparing for future sales, service, and operations opportunities. The role is in-person in Camas, Washington; Plano, Texas; or Tampa, Florida.

Manages global SEO and brand reputation programs by creating and publishing content, optimizing websites, conducting SEO and competitive analysis, and coordinating internal teams and third-party vendors. Oversees program strategy, project delivery, timelines, budgets, dependencies, requirements, and contingency planning. Evaluates business problems, recommends solutions, develops execution best practices, and mentors team members and contractors.

Sell wealth management services to high-net-worth prospects through phone and virtual channels using warm leads. Review prospects’ financial situations, recommend appropriate solutions, educate them on the investment landscape, and pursue full-cycle sales opportunities. The role includes ongoing training in finance, capital markets, portfolio management, and advanced sales techniques. It is an in-office position in Tampa, Florida, with no travel required and uncapped commission-based earning potential.