Canadian Client Development Vice President

Fisher Investments

4.1

(21)

Plano, TX

Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies for Women in 2023

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.

#2025-15139

Position summary

provide solutions

Cultivate referrals by providing exceptional service
Conduct meetings with prospects and clients virtually and in-person
Convey and present our firm's investment management strategies

Your Qualifications:

5+ years' experience in client-facing or production-based roles in Financial Services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Understanding of capital markets and investment products
Multi-year track record of success driving results
Experience in high-volume phone activity and in-person meetings

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 (*17 days of PTO and 3 days of sick time for California employees)
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