At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.

Success Profile

At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.

• Communicator
• Competitive
• Detail-Oriented
• Multi-Tasker
• Persuasive
• Sincere

Culture

Our financial professionals focus on providing unparalleled service in an industry known for cookie-cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.

Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments might be the best place to take your career to the next level.

Potential Career Path

The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.

You can start as an Investment Counselor, but after that, you can continue in any of the following departments:

• IC Management
• Research Analyst
• Legal & Compliance
• Recruiting/Human Capital
• Data & Analytics
• Marketing
• Corporate Finance
• Communications
• Information Security & Technology
• Operations
• IC Program Management
• Sales VP
• Specialized IC

Helping clients is what we do best. Join Private Client Services.

Our Global Benefits

We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options and additional benefits that support your health and financial wellness.

Health Care

Quality health care packages offered globally, covering you and your qualified dependents.

Family Support

We support parents and families with maternity leave, paid time off, flexibility and resources.

Awards & Recognition

We celebrate achievements and drive a strong culture of recognition across the organization.

Time Off

Our annual leave packages and country-specific paid holidays help you balance work and free time.

Retirement Plans

We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.

Career Growth & Development

Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:

• Lead portfolio reviews for clients and related partners
• Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook
• Become the expert on your assigned clients and their investment goals
• Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects
• Anticipate and fulfill client requests, identify opportunities and threats for each client
• Identify cross-sell and addition opportunities for Sales Relationship Managers
• Create customised action plans for each client to further build relationships and minimise risks

Your Qualifications:

• At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry
• Strong capital markets knowledge
• Fluency in English, additional language skills an asset
• Committed to maintain quality of work while sticking to self-imposed timelines
• Engage with a wide array of audiences by phone, email and in person and also values collaboration
• Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies
• Enjoy travelling

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• 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.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER