3,175 jobs for "Client Success Manager"

Career Manager

At Appian - Chennai

Posted on Sep 25

View job Apply on company site

Ireland Regional Sales Manager

At Fisher Investments - Dublin

Posted on Sep 25

View job Apply on company site

Australian Private Client Director

At Fisher Investments - Remote / Flexible

Posted on Sep 25

View job Apply on company site

New Zealand Private Client Director

At Fisher Investments - Remote / Flexible

Posted on Sep 25

View job Apply on company site

Career Manager (Private Sector, Professional Services)

At Appian - McLean

Posted on Sep 11

View job Apply on company site

Senior Manager - Delivery

At Alight Solutions - Gurgaon

Posted on Sep 3

View job Apply on company site

Technical Delivery Manager (DoW)

At Appian - McLean

Posted on Sep 3

View job Apply on company site

International Private Client Adviser (US Based) - Canadian Clients

At Fisher Investments - Tampa

Posted on Jul 8

View job Apply on company site

International Private Client Adviser (US Based) - Canadian Clients

At Fisher Investments - Camas

Posted on Jul 8

View job Apply on company site

International Private Client Adviser (US Based) - Canadian Clients

At Fisher Investments - Plano

Posted on Jul 8

View job Apply on company site

Global Custodian Relationship Manager

At Fisher Investments - Camas

Posted on Jul 2

View job Apply on company site

Global Custodian Relationship Manager

At Fisher Investments - Plano

Posted on Jul 2

View job Apply on company site

Global Custodian Relationship Manager

At Fisher Investments - Tampa

Posted on Jul 2

View job Apply on company site

Branch Banker Sr

At PNC Financial Services Group - Virginia Beach

Posted on Nov 8

View job Apply on company site

Regional Sales Coordinator - Institutional Asset Management

At PNC Financial Services Group - Washington

Posted on Nov 8

View job Apply on company site

Administrative Assistant I - Institutional Asset Management

At PNC Financial Services Group - Pittsburgh

Posted on Nov 8

View job Apply on company site

Personal Banker

At PNC Financial Services Group - Washington

Posted on Nov 8

View job Apply on company site

Financial Advisor - PNC Wealth Management

At PNC Financial Services Group - San Diego

Posted on Nov 8

View job Apply on company site

Capital Markets Managing Director I- Sales (IC)

At PNC Financial Services Group - East Brunswick

Posted on Nov 8

View job Apply on company site

Capital Markets Managing Director I- Sales (IC)

At PNC Financial Services Group - Little Falls

Posted on Nov 8

View job Apply on company site

Fisher Investments

International Private Client Adviser (US Based) - Canadian Clients

Camas, WASalesPosted Jul 8, 2026

Apply on company site View full job

Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies in 2024
4.1/5 in overall job satisfaction
4.5/5 in supportive management
86% say women are treated fairly and equally to men
76% would recommend this company to other women
71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members. See all reviews ›

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Camas, WA.

The Day-to-Day:

Be the voice of Fisher Investments to prospective Canadian clients
Review prospects' personal financial situation and provide solutions
Help qualified Canadian private investors become clients of Fisher Investments
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

2+ years experience working in financial services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Bachelor's degree
Multi-year track record of success
Success persuading and educating prospects

Compensation:

Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

About Fisher Investments

At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.

Size: 5,001-10,000 employees
Industry: Finance: Asset Management

View company profile