As a Service and Sales Operations Associate you will directly support US Sales by analyzing and allocating resources to sales personnel. You will work directly with our Investment Counselors (ICs) by managing capacity, providing operational support and delegating resources. By supporting our US Private Client Sales team you will make a direct impact by overseeing lead allocation and assisting with new hire setup and training. You will report directly to your hiring manager who will support your development.
US PCG (our largest segment of assets under management) is a driving force behind organic growth inside our organization. As a Service and Sales Operations Associate, you will better the investment universe by making resource allocation and IC assignment decisions that directly improve the continued growth of the clients we help.
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
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 motivated 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 make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER