Institutional Strategy Development Analyst

Fisher Investments

4.1

(21)

Plano, TX

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.
  • #2025-15060

    Position summary

    eaving a legacy, and participating in multiple projects that have never been done before.

    The Day-to-Day:

    • Brainstorming - Discover which strategies are or will be in demand

    • Efficacy Analysis - Determine if strategies are viable

    • Marketing - Create marketing materials and supporting analysis

    • Training - Train the sales and service teams to understand the strategies

    • Advocacy - Promote the strategies throughout the sales process

    • Sales Support - Work with sales and service teams to sell the strategy and raise assets

    Your Qualifications:

    • 4+ years of industry experience

    • Previous sales/marketing experience

    • Can quickly jump between tasks of widely varying nature with high levels of complexity and adjust priorities frequently in response to needs

    • Are a proven communicator with both internal and external customers both verbally and in writing

    • Can compile and analyze information sets, drawing conclusions

    • Strive for knowledge and enjoy creatively solving problems

    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.