Associate Relationship Manager - Strategic Partnerships

Fisher Investments

4.1

(21)

Tampa, FL

Why you should apply for a job to Fisher Investments:

  • 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.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2026-17188

    Position summary

    to meet with prospective partners in person

    • Ensure accurate, regularly updated information regarding prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems

    • Cold calls to establish contacts and arrange prospect meetings

    • Conducts formal presentations to articulately convey the firm's partnership philosophy and investment strategies to prospects

    • Prepares materials, strategize with senior management and FI Sales Professionals, and participate in execution of presentations to win business

    • Explains relevant FI policies and philosophy to prospective partners

    • Maintains and updates databases clearly and accurately on communication activity with prospective partners

    • Operates and represents FI with the highest level of integrity and work ethic

    • Works onsite, under direct supervision, in a team-based and open office environment

    All positions assigned to a corporate office location are required to work in an open office environment for supervision, coaching, development, mentoring, team building, culture reinforcement, quality control, efficiency, regulatory, risk management, confidentiality, and information security reasons.

    Your Qualifications:

    • Highly proficient in Spanish is a requirement. Proficient in Portuguese as well is a plus

    • Required to travel 51% or more of the time

    • At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred

    • Competitive and self-motivated-ability to set, monitor, and accomplish goals

    • Resourceful and organized-ability to work smart; multi-task and address complex challenges managing a broad opportunity set

    • Solid investment knowledge; previous Institutional investment experience preferred

    • Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio

    • Ability to read, analyze, and interpret general business periodicals, professional journals

    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

    Why you should apply for a job to Fisher Investments:

  • 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.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.