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Institutional Sales Relationship Manager Family Offices

Fisher Investments


Are you looking for new opportunity in institutional asset management sales? As an Institutional Sales Relationship Manager (Family Offices) for Fisher Investments, you will connect with prospects in the United States. Join our privately held multi-billion global investment firm to continue our search of bettering the investment universe.

The Opportunity:

This remote role will directly affect new institutional client acquisition and our Assets Under Management. Evaluation for the role will be on your sales production and activity levels. You will report directly to the Institutional Sales Group Vice President, who will make sure you have all the resources for the sales process. You will receive corporate office sales support, client service, marketing and more.

The Day-to-Day:

  • Maintain relationships with Single Family Offices prospects in the US
  • Call, schedule and meet with prospects (50% or more travel)

Your Qualifications:

  • 5+ years' experience in institutional asset management sales
  • Successful record of accomplishment in selling to US Single Family Offices
  • Consistency in setting and accomplishing goals
  • Knowledgeable addressing complex challenges

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*California employees accrue up to 17 days of PTO and 3 days of sick time per year.