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401K Retirement Plan Consultant Manager (2019-8556)

Dallas, TX, United States


Job Description


Join our 401(k) Solutions Group as a Retirement Plan Consultant Manager and make an impact in the Retirement Plan Universe by helping to distribute a new and unique retirement platform.  Specifically built for small and mid-sized business retirement plans, our platform aims to provide full fiduciary coverage, in-person client services & investment guidance, multiple record-keeping & TPA options and investment flexibility. 

The Opportunity:


The Fisher Investments 401(k) Solutions Group (4S) has an amazing opportunity to provide clients with a remarkable solution. Work with salespeople, management and other business units to advocate and coach towards increased sales. Partner with Retirement Plan Consultants (RPC) on the phone and in the field - evaluating, testing, and training new processes, approaches, technology and key deliverables.  Bring your knowledge and personal success to play a pivotal part in the future of our 401(k) Solutions Group.  This is a Dallas based office role.


The Day-to-Day:

  • Support Director of 401(k) Solutions Sales’ coaching and leadership efforts.
    • Increase financial industry knowledge, sales traits and leadership skills.
    • Assist in planning sales team training events, conference calls, etc.
    • Partner with Retirement Plan Consultants (RPC) in the field and on the phone.
    • Handle Private Client Group client transitions to 4S.
  • Serve as internal advocate for Retirement Plan Consultants.
    • Support RPC expansion and recruiting efforts.
    • Work as liaison between RPCs, other 4S and non 4S groups.
  • Explore /test new processes, technology and sales deliverables.
    • Monitor and innovate RPC sales process, pipeline management and operational activities.
    • Monitor, track, and evaluate RPC rules and P & P’s.
  • Serve as initial RPC contact for resource/content needs, prospect questions and operational needs


Your Qualifications:

  • 3+ year history of financial services sales success.
  • Minimum of one year management experience.
  • Core understanding of full-cycle consultative sales.
  • Challenges conventional thinking and the status quo.
  • Consistently achieve results, meet goals and hit deadlines.
  • Demonstrated positive attitude and outlook.
  • Ability to travel approximately 8 business days per month.
  • Bachelor’s degree or higher.


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 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.





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