Institutional Relationship Manager – Retirement Outcomes Sales

Fisher Investments

Plano (TX)

On-site

USD 70,000 - 100,000

Full time

3 days ago

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Benefits offered by this job

Health premiums paid

401(k) match

PTO & holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments in Plano, TX is seeking an Associate Relationship Manager - Personalized Retirement Outcomes Sales. The role operates onsite within a collaborative team to cover institutional prospects in a defined territory, meeting with plan decision makers and consultants to present investment solutions.

You will travel, follow up leads, build relationships, and conduct formal presentations while ensuring accurate data in our systems.

Qualifications

Travel 51% or more of the time.
2+ years selling investment management to institutions or high net worth individuals preferred.
Competitive and self-motivated with goal setting.
Organized and able to manage multiple prospects and a broad opportunity set.
Solid investment knowledge; institutional experience preferred.
Ability to apply financial concepts and analysis.
Ability to read and interpret business periodicals.

Responsibilities

Coordinate with Sales Relationship Managers to deploy resources in the institutional sales process.
Travel to meet prospective clients in person.
Maintain prospect data in proprietary systems.
Make cold calls to establish contacts and arrange meetings.
Present Fisher Investments' investment philosophy and solutions to prospects.
Prepare materials and assist senior management with presentations.
Explain Fisher policies to clients and prospects.
Maintain databases of client communications.
Represent Fisher with integrity in a team-based environment.
Work onsite in an open-office environment.