PRO Associate Relationship Manager Sales

Fisher Investments; Plano (TX); On-site; USD 70,000 - 100,000; Full time

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.

Skills

Travel 51%+

Institutional sales

Relationship building

Account management

Job description

The Opportunity:

The Associate Relationship Manager - Personalized Retirement Outcomes Sales works in the office and is a professional level employee responsible, alongside the firm’s Sales Relationship Manager, for coverage of institutional prospective clients within a specific territory (e.g. decision makers with influence over 401k plans). This person will actively follow up with the designated and new leads, build relationships with plan decision makers and/or consultants, meet face to face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment consultants.

The Day-to-Day:

• Interfaces with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm’s business development resources and orchestrate the institutional sales process within assigned territory

• Travels to meet with prospective clients in person

• Ensure accurate, regularly updated information regarding prospect personnel, decision-making processes, and search activity is recorded in the firm’s proprietary systems

• Cold calls to establish contacts and arrange prospect meetings

• Conducts formal presentations to articulately convey the firm’s investment philosophy and managed account solution to prospects and, as appropriate, investment consultants

• Prepares materials, strategize with senior management and FI Sales Relationship Managers, and participate in execution of presentations to win business

• Explains relevant FI policies to clients and prospective clients

• Maintains and updates databases clearly and accurately on communication activity with clients, prospects and consultants

• Operates and represents FI with the highest level of integrity and work ethic

• Works onsite, under direct supervision, in a team-based and open office environment

Your Qualifications:

• Required to travel 51% or more of the time

• At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred

• Competitive and self-motivated—ability to set, monitor, and accomplish goals

• Resourceful and organized—ability to work smart; multi-task and address complex challenges managing a broad opportunity set

• Solid investment knowledge; previous Institutional investment experience preferred

• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio

• Ability to read, analyze, and interpret general business periodicals, professional journals

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