Fisher Investments logo
Join Fisher's Talent Network

Institutional Associate Director (2020-9215)

Camas, WA, United States


Job Description


Lead the front lines in Institutional Sales by prospecting and managing U.S. territories for our elite outside sales force to help the firm vie for business with the world’s largest pensions, foundations, endowments and corporations! Why become an Institutional Associate Director? This role is supported by a highly close-knit team environment. You’ll get an opportunity to work on exciting expansion efforts into new countries and new products, as well as exposure to the world of institutional money management. With a handful of exciting expansion initiatives always happening within FIIG, your days will consistently include new and challenging tasks. This role is also a chance to further strengthen your sales and communication skills.

The Opportunity:

The Institutional Group serves as a sales/service machine to the world's largest pensions, foundations, endowments and corporations. We have a number of associate teams that specialize in the different parts of the Institutional sales cycle to help support outside sales RMs and inside service RMs in winning and maintaining business. Institutional Associate Director (IADs) are tasked with getting RMs in front of key decision-makers at top institutions in hopes of educating them on the firm’s capabilities. In addition to this, IADs support RMs in their assorted operational and organizational needs.

The Day-to-Day:

  • Dialing and setting appointment for the Sales RMs.
  • Managing the RMs’ territory and supporting their activity with the use of SatuitCRM and prospect coverage reports.
  • Learning the various strategies offered through the firm.
  • Scanning industry publications for news about prospective clients, and opportunities to submit our capabilities to win business.
  • Helping with the creation and timely delivery of our Quarterly Reviews for our prospects/clients.
  • Mentoring other AVPs.
  • Presenting new ideas to management to help increase efficiency within the role and the group.

Your Qualifications:

  • Highly driven and intrinsically motivated to achieve exceptional results.
  • Strong communication skills (both written and verbal).
  • Extremely high level of attention to detail, with strong organizational and creative problem-solving skills.
  • Persuasive, resilient, and adaptable in the face of adversity.

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
  • Back-up Child Care Program available, offering up to 10 days annually
  • And much, much more

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 driven 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 can contribute, collaborate, and make a difference in the lives of people by bettering the investment universe.


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.




Not ready to apply?

Join Fisher's Talent Network

Similar Jobs

Account Executive (Inside Sales)

Tampa, FL, United States

Account Executive (Inside Sales)

Plano, TX, United States

Account Executive (Inside Sales)

Camas, WA, United States