PRO Associate Relationship Manager Sales

No Prospecting, No Cold-Calls, Book of Business Is Provided 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.

Career Path Description 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.

Responsibilities

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…