At a Glance
- Tasks: Build relationships with institutional clients and present investment strategies.
- Company: Join Fisher Investments, a leader in the investment management industry.
- Benefits: 100% paid medical, 401(k) match, generous PTO, and family support programs.
- Other info: Dynamic work environment with opportunities for professional development.
- Why this job: Make a real impact in the investment world while growing your career.
- Qualifications: 2+ years in investment sales and strong relationship-building skills.
The predicted salary is between 50000 - 60000 £ per year.
The Opportunity: As an Institutional Sales Associate Relationship Manager, you will be an important asset to Fisher Investments' Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organizations, financial institutions, defined contribution service providers, and multi-employer plans). You will partner with our Senior Sales Relationship Managers to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
- Communicate 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 an assigned territory.
- Ensure accurate information about prospect personnel, decision-making processes, and search activity is regularly updated in the firm's proprietary systems.
- Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants.
- Lead market expansion efforts within our US territory, providing prospects with an introduction to FI and ensuring regulatory adherence.
Your Qualifications:
- At least 2 years of experience, and a demonstrated track record of success, selling investment management to institutions or high net worth individuals.
- Ability to set, monitor, and accomplish goals.
- Experience addressing complex challenges managing a broad opportunity set.
- Willingness to travel approximately 50% or more of the time.
- Solid investment knowledge; ideally previous institutional investment experience.
- 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 customised 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.
Associate Relationship Manager (PLANO) employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture in Plano. With comprehensive benefits including fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. The company also fosters continuous learning and development, ensuring that every team member has the opportunity to excel in their career while contributing to a meaningful mission of bettering the investment universe.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Relationship Manager (PLANO)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate Relationship Manager (PLANO)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
