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Vice President of Institutional Client Services (2019-8361)

Camas, WA, United States
Portfolio Management
2019-8361

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Job Description

Overview

We are looking for an exceptional leader committed to attaining strong results while navigating the ever-increasing scope and complexity of Fisher Investments Institutional Group.

The Opportunity:

The Vice President of Institutional Client Services will be responsible for supporting The Group Vice President of Client Services in overseeing, improving and directing our global client service effort for Institutional clients spanning 29 countries.


The Day-to-Day:

  • Oversee superior servicing of Institutional clients worldwide
  • Direct service efforts to maximize retention and relationship expansion
  • Teach, coach, train and support Relationship Managers (RMs)
  • Monitor clients and the industry to uncover, assess, elevate and proactively address trends, risks and opportunities
  • Innovate the service offering while building new capabilities
  • Monitor client engagement and oversee area’s where we can improve
  • Manage projects and improvements to achieve department goals
  • Travel and participate in client meetings
  • Field questions and elevations from RMs, management and teams across FI
  • Prepare and enhance reporting and metrics for RMs, executive management and the Institutional Group
  • Experience working with Institutional clients strongly preferred

Your Qualifications:

  • Proven success in developing or improving client services, customer service, relationship management or similar field
  • Strong knowledge of financial markets
  • Demonstrated ability to manage, coach and lead others to achieve results
  • Ability to initiate change and manage projects and varying priorities in a fast-paced environment
  • Strong written and verbal communication, coupled with oral presentation skills
  • Demonstrated success when working with a high degree of autonomy

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
  • 8 week paid Primary Caregiver Parental Leave
  • 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

 

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