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Institutional Sales Relationship Manager (2019-8287)

Nationwide, United States


Job Description


Are you a goal-oriented seller who is looking for a new challenge? Does selling to U.S. Endowments and Foundations come easy to you? Do you enjoy collaborating with others to drive results? If this sounds like you, our Institutional Sales Relationship Manager role might be your next big opportunity!

The Opportunity:


As an Institutional Sales Relationship Manager, you will be tasked with presenting and selling Fisher Investments Institutional Group’s (FIIG) asset management offerings to U.S. based Endowments and Foundations. This person will actively build relationships with plan decision makers and/or consultants, meet face to face, and present to prospective clients with the goal of developing new business. The ideal candidate for this role has extensive experience selling and networking in the Endowment/Foundation space.


The Day-to-Day:

  • Sell FIIG’s asset management services, focusing on U.S. based Endowments and Foundations
  • Follow through on assigned prospects, by calling, setting up appointments with, and conducting in person meetings
  • Explain FIIG strategies, philosophies and macro outlook to prospective clients
  • Operate and represent Fisher Investments with the highest level of integrity and work ethic

Your Qualifications:

  • At least 5 years of experience, and demonstrated track record of success, selling asset management to Endowments/Foundations strongly preferred
  • Well established network of institutional investors and institutional consultants focused within Endowments/Foundations.
  • Goal-oriented sales professional with an ability to sustain high activity levels
  • Excellent communication skills through face-to-face contact, phone, email, letters, etc.
  • Exceptionally professional presentation style
  • Efficient and organized time management skills
  • Proactive approach to problem-solving
  • Proficient in Microsoft Office software
  • Extensive travel required

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
  • 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 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.




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