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VP, Head of Technology - Private Client Group (2020-9220)

San Mateo, CA, United States
Information Technology


Job Description


Fisher Investments is seeking accomplished technology leaders to support our growing business. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!  

The Opportunity:


As the Head of Technology – Private Client Group, you will serve as the department’s trusted technology partner to our US and International Private Client Group. You will collaborate with PCG leadership to meet any technology needs the group may have. Your experience within the wealth/asset management industry will help you lead our secure client portal initiative. You will have the opportunity to utilize your Salesforce expertise to aid Fisher Investments’ large scale CRM migration. You, along with other members of Technology leadership, will plan our Cloud migration strategy. Your expertise in these areas is essential to the technology transformation initiative occurring at Fisher Investments, and our goal to better align technology to the business needs of the firm.


This is a direct hire opportunity.

The Day-to-Day:

  • Own all aspects of technology solutions used by business partners; Act as the central point of contact for the Information Technology group and primary trusted technology partner for associated business units
  • Develop technology strategy and roadmaps in conjunction with the business, vendors and other internal technology partners
  • Deliver projects and programs while meeting time, budget, and scope goals
  • Keep abreast of technology trends and industry solutions that impact the partner business and firm technology at large
  • Actively partner with and manage vendors who provide technology services and solutions
  • Measure, communicate and deliver on application stability, monitoring and production support
  • Develop ecosystem scorecards, SLA’s and KPI’s in conjunction with the business and other technology partners to evaluate success, determine areas for improvement and identify areas of opportunity
  • Contribute to technology risk evaluation including the management of obsolescence and technology debt
  • Ensure compliance with internal policies and procedures as well as external legal requirements
  • Develop and manage budgets and resources as requested
  • Work with peers and management on the development of mission, standards, services, goals and objectives
  • Recruit, build and coach high-performing teams


Your Qualifications:

  • 10+ years’ experience managing and building effective, high-performing technology teams
  • Recent experience in wealth/asset management industry
  • Experience leading enterprise technology transformation initiatives
  • Demonstrated experience implementing a CRM solution, preferably Salesforce
  • Prior experience creating a customized and secure portal and website for financial services clients
  • Recent experience implementing and migrating Cloud solutions, preferably Azure or AWS
  • Demonstrated experience with Microsoft stack of technology


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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