Are you ready to better the investment universe?
Job Description
Overview
Client Programs coordinates local in‐person events for clients in cities across the country. These programs provide unique access to senior members of the firm and to other FI clients. Programs include Fisher Forecast Seminars, Fisher Friends Events, Investment Roundtables, and Client Conference Calls. Team members are involved in all aspects of program planning such as scheduling events, negotiating contracts, managing the invitation process, directing day‐of logistics, budgeting, and coordinating with various internal groups.
The Day-to-Day:
- Manage client attendance to seminars
- Prepare presentation folders and fulfillment kits and monitor related shipments
- Monitor printing and fulfillment of program materials
- Monitor inventory of program supplies, regularly placing and receiving orders
- Identify potential problems, elevate appropriately, and recommend solutions
- Perform other tasks and projects as assigned
Your Qualifications:
- An unrelenting work ethic
- Track record of success
- Stellar communication abilities
- Drive to succeed
In addition, if you are a high-achiever with a background in something other than finance, don’t worry-- you won’t be alone at Fisher Investments, where some of our top employees studied subjects that span the humanities and the sciences.
What you’ll get:
You’ll learn more about “real-world” finance in your first few months than any class ever taught you-- thanks in part to our unique mentor program. You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. If you hate the idea of corporate bureaucracy and politics, you’ll love that we evaluate employee performance in a manner that is straightforward and metrics-based. Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities. That’s how our top executives got there, and we think you can do it too. In fact, we hope you’ll advance to your next role within 1 to 3 years (a typical outcome for successful employees). Add more value, get more value back.
Why Fisher Investments:
Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:
- 100% coverage of premiums for health, vision and dental insurance
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 9 paid holidays
- And much, much more
We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.
But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
* California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
