20 jobs in Fisher Investments

Fisher Investments in London is seeking an Italian Client Service Associate to manage dynamic tasks and build relationships with clients. The role involves collaborating with Sale Representatives and assisting clients with operational inquiries.

Success in this position can lead to career progression within 2 years. The ideal candidate will possess a university degree and be fluent in both Italian and English, excelling in a client-focused environment.

The Opportunity:

As a Danish Client Service Investment Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm.

The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees).

Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will:

• Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
• Gain exposure to other European countries' businesses
• Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
• Help produce reports based on the current situation of prospective clients
• Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
• Report to your client Service Team Leader who will aid in your on-the-job training and professional development

• A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
• Native/Fluent Danish and English skills
• You can connect with a wide array of audiences by phone and email with a focus on client service
• Work well in a collaborative, team-oriented setting
• Commitment to maintain quality of work while sticking to a timeline

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

The Opportunity:

As a Dutch Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm.

The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees).

Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will:

• Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
• Gain exposure to other European countries' businesses
• Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
• Help produce reports based on the current situation of prospective clients
• Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
• Report to your client Service Team Leader who will aid in your on-the-job training and professional development

• A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
• Native/Fluent Dutch and English skills
• You can connect with a wide array of audiences by phone and email with a focus on client service
• Work well in a collaborative, team-oriented setting
• Commitment to maintain quality of work while sticking to a timeline

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

The Opportunity:

As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.

• Consistent and quantifiable individual sales success with stock market investors
• RDR level 4 qualification
• 5+ years of success selling to high net worth individuals
• Quantifiable track record in closing new investor business
• Motivated mindset to set and reach goals: 'money is a measure of success'
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding documented sales ability
• Optimistic outlook; see failures as opportunities to improve and find solutions
• High activity orientation and persistent through setbacks
• Ability to connect with a wide array of audiences through dynamic interpersonal skills
• Highly ethical and professional

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

*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

The Opportunity:

As a Global PCG Marketing Operations and Data Privacy Analyst, you will work with teams across Global Private Client Group (PCG) Marketing and get exposure to unique initiatives aimed at driving leads to our Sales group globally, reporting to the Group Manager. You will partner with the Legal Compliance and Communications Department (LCCD) and Enterprise Risk Management (ERM) to improve Global PCG Marketing's operational adherence. You will develop your communication, critical thinking, and project management skills all while working on a fast-paced, successful team.

The Day-to-Day:

• Identify, recommend, and develop new and improved business processes across Global PCG Marketing
• Manage third-party vendor onboarding and expansion efforts in partnership with Enterprise Risk Management (ERM) and other internal groups
• Create and improve department-wide process documentation to ensure operational adherence with policies and procedures.
• Communicate process changes and create training for impacted employees
• Gain insight into other department-wide processes, including marketing inbox management, third-party payment processing, and new market expansion
• Ensure Global PCG Marketing campaigns and processes follow data privacy regulations across North America, Europe, Asia-Pacific, and more through ongoing oversight and audits
• Understand privacy regulations for new international Private Client Group markets and provide guidance on their application to various marketing activities
• Review and route Global PCG Marketing vendor contracts, gaining insight into global business-driving initiatives
• Be a liaison between Global PCG Marketing and LCCD

Your Qualifications:

• 2+ years of experience working within data privacy and compliance
• Demonstrate strong attention to detail and organizational skills.
• Thrive in a fast-paced environment that demands flexibility and creativity
• Successfully prioritise tasks/projects with varying complexities and deadlines
• Demonstrate excellent written and verbal communication skills, with the ability to effectively interface with employees at all levels
• Collaborate effectively to advocate for a solution
• Instill trust while maintaining high levels of autonomy
• Effectively use critical thinking skills

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

Fisher Investments Europe is seeking a Marketing Technology Analyst to coordinate and manage marketing tools and platforms used by the marketing department in Greater London.

You will work with management and marketing channels to establish project goals and oversee quality control throughout the lifecycle, coordinating between marketing, contractors, and internal IT staff to deliver projects on plan. This in-office role may offer hybrid work options and extensive benefits.