Global Custodian Relationship Manager

Fisher Investments; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Paid holidays

Family support programs

Hybrid work program

In-office role

Job summary

Fisher Investments is seeking a GCM Custodian Relationship Manager in Tampa to lead B2B custodian relationships across a regional scope. You will drive service quality, value delivery, and onboarding initiatives with internal teams and external partners.

The role requires 5+ years in project management within financial services, strong communication, and ability to manage complex programs. In-office role with potential hybrid options depending on tenure and performance.

Qualifications

• Minimum 5+ years of project management experience, B2B and/or in financial services.
• Strong interpersonal, verbal, and written communication skills.
• Exceptional critical thinking, organizational and time management skills.
• Thrive in a fast-paced environment, demanding flexibility and creativity.
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them.
• Microsoft Excel and JIRA experience preferred, not required.

Responsibilities

• Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region.
• Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients.
• Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs.
• Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals.
• Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements.
• Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership.
• Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts.
• Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners.
• Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability.

Skills

Project management

B2B experience

Financial services

Interpersonal communication

Written communication

Critical thinking

Time management

Cross-functional collaboration

Tools

Excel

JIRA

Job description

The Opportunity:

As a GCM Custodian Relationship Manager, you will be the head B2B relationship lead for custodians within a geographical region. You will set regional priorities, oversee service quality and relationship health, and work with custodians and company partners to improve service levels, support business growth. Your work will involve the delivery of high-impact custody-related programs that move the business forward, such as custody onboarding, service oversight, performance management, fee and contract support, and other process improvement programs. You will lead and support a variety of projects that contribute to critical plans and influence improvements that directly impact client service. You will report to a GCM Team Leader.

The Day-to-Day:

• Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region
• Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients
• Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs
• Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals
• Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements
• Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership
• Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts
• Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners
• Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability

Your Qualifications:

• Minimum 5+ years of project management experience, B2B and/or in financial services
• Strong interpersonal, verbal, and written communication skills
• Exceptional critical thinking, organizational and time management skills
• Thrive in a fast-paced environment, demanding flexibility and creativity
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
• Microsoft Excel and JIRA experience preferred, not required

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER