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Identity & Access Management Architect

The Opportunity: The Identity & Access Management Architect works in the office and will work with Information Security, Technology and various Business departments to design and help implement the next generation of identity controls for a growing global financial operation. You will enhance implementation of a global identity portal, designing solutions at scale and collaborating with stakeholders at all levels of the organization. The Day-to-Day: Lead the collaborative design, and help implement, a resilient Client Identity solution that helps protect our client information through strong authentication and authorization at scale Collaborate with architecture, security and infrastructure teams to propose and implement Agentic AI Identity Management solutions Design and implement solutions surrounding the ongoing maturity of the existing Fisher Investments Worker Identity process Provide input to Information Security leadership for road mapping purposes Create documentation targeted at technical and non-technical audiences that include standards, training, procedures and policies Coordinate and manage vendor relationships Coordinate process and tool changes with Technology and various business units Identify opportunities for process optimization and automation, and work with Information Security, or Technology, project teams to get them implemented Work in an Agile/Scrum environment Your Qualifications: Bachelor's degree or equivalent combination of education and experience required, degree in Information Security, Information Technology or related field Minimum 5 years' experience in architecting Client Identity Management solutions Minimum 7 years' experience in the field of identity and access management Technical experience in the following: Identity & Access Management systems (Okta, Sailpoint, Azure), Salesforce CRM, Active Directory, PowerShell, Group Policy maintenance Expertise in risk assessment and mitigation in IT or IS Build and implement strategic architecture and solutions in Identity and Access Management domain of Information Security 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

  • Garland, TX

  • no content

Tax Preparer – In-Store

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Shorewood, IL

  • no content

Senior Accountant

The Corporate Accounting Team (CAT) is an integral part of Corporate Finance at Fisher Investments, ensuring our accounting processes, controls, and reporting are executed accurately and efficiently in accordance with U.S. GAAP and applicable local standards. The Opportunity: As Senior Accountant, you will play a key role in maintaining the integrity of our financial records, supporting month-end close activities, and collaborating across finance functions to ensure reliable financial information for decision-making. Alongside a growing team of accountants, you will also contribute to the success of our annual financial statement audits, regulatory financial filings, and international expansion efforts. You will report to CAT Management, who will identify a portfolio of work that seeks to maximize your positive impact and long-term development opportunities. The Day-to-Day: Own and execute ongoing accounting processes and month-end close activities within assigned areas, which may include intercompany accounting, fixed assets, prepaids, accruals, and other core accounting activities Prepare and review journal entries, account reconciliations, and variance analyses – identifying and resolving issues proactively Ensure accounting practices remain compliant with U.S. GAAP and applicable local standards Drive system and process improvements to enhance accounting efficiency and accuracy Provide task-based feedback to preparers to foster ongoing improvement across accounting functions Partner with other finance teams (AP, AR, Revenue, FP&A, Tax, and Treasury) to optimize data flows, processes, and reporting Create and analyze financial statements Liaise with external financial statement auditors, coordinating audit deliverables and resolving queries to ensure successful completion of annual financial statement audits Research, analyze, review, prepare and/or support financial regulatory filings in accordance with applicable rules and regulations Your Qualifications: Bachelor’s degree in accounting or related field 5 years relevant work experience in public and/or corporate accounting; experience with a large public accounting firm and/or complex, multinational corporation preferred Strong understanding of U.S. GAAP, comfort with audit standards and best practices, and experience working with sophisticated accounting systems (SAP, Oracle, NetSuite, etc.) CPA or progress toward certification preferred Proficiency in Microsoft Excel Excellent analytical, problem-solving, and communication skills Ability to manage multiple priorities and deadlines in a fast-paced environment Compensation: $100,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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

  • Salmon Creek, WA

  • no content

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent Compensation: $125,000 - $165,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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

  • Gresham, OR

  • no content

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent 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

  • Addison, TX

  • no content

Tax Professional - TurboTax Store

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Frisco, TX

  • no content

Data Engineer

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Data Engineer to support our Enterprise Data Management team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: Fisher Investments is looking for a Data Engineer – Data to design and deliver modern data solutions using cloud-based platforms and AI-driven innovations. You will partner with business, technology, and governance teams to enable scalable, secure and compliant data platforms that power advanced analytics and AI. You will act as the enterprise expert for designing, developing, and optimizing data processing systems and pipelines used to populate data into transactional databases, data warehouses, data marts, or other data repositories. You will also coordinate with other IT teams to configure and implement security, monitoring, tooling, and related capabilities as they apply to their assigned systems. You will report to the team lead of Data Delivery for our Global Private Client Group. The Day-to-Day: Use Agile practices to elicit and refine requirements through an iterative process of planning, defining acceptance criteria, prioritizing, developing and delivering enterprise data asset solutions in collaboration with business intelligence teams or other IT teams Develop, configure, customize and manage integration tools, databases, warehouses and analytical systems Design, build, and deploy data extraction, transformation, and loading processes and pipelines from various sources including databases, APIs, and data files Develop and deploy structured, semi-structured, and unstructured data storage models and dimensional data models on various platforms to meet business requirements Coordinate security, application monitoring, development tooling, and related capabilities with responsible teams Provide operational support and incident management for data pipelines and data flows, including proactively updating internal clients and relevant parties on status changes and issues encountered Author and maintain accurate and up-to-date documentation for processes, procedures, and technical designs Coach junior data and business intelligence personnel across the company, including developing material and guiding junior personnel on their technical skill growth Your Qualifications: 5 years' experience developing data-related solutions and software 5 years of experience working with relational databases and applying it in various applications, including within the Microsoft Azure platform 2 years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies 2 years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components 2 years of hands-on development and deployment experience with Azure cloud using T-SQL, Azure SQL, Azure Storage, Azure Data Factory, Azure Synapse, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines Advanced knowledge of Extract/Transform/Load (ETL) and/or Extract/Load/Transform (ELT) tools, including both batch and real-time data transmission applications such as SSIS, Informatica, Kafka, Spark, MuleSoft, or equivalent software Advanced knowledge of database technologies such as Microsoft SQL Server, Oracle, or NoSQL databases Advanced knowledge of multiple programming languages, such as Python, SQL, Scala, or similar Advanced knowledge of IT infrastructure standards and tools, such as application performance monitoring, IT service management, or DevOps software Bachelor's degree in Computer Science, Information Technology, or other relevant field 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

  • Garland, TX

  • no content

Part-Time Junior Associate

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Junior Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point. Whether or not you have a finance or human capital background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. The Opportunity: This part-time opportunity is for current college students located near our Fisher campus in Tampa, Florida. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 20 hours per week). The Day-to-Day: Help build our culture of recognition to ensure great work gets noticed and authentic recognition is the norm across every level, role, department and country Handle operational tasks to support a variety of Employee Experience programs (such as appreciation events, philanthropic drives, and on-site perks) Update a variety of internal resources while getting the opportunity to experiment with large data sets Work in a vibrant atmosphere and be rewarded through competing in a meritocracy Gain exposure to upper management and work in an environment that values collaboration Your Qualifications: Minimum age of 18 High School Diploma Required Currently enrolled in a College or University, pursuing a Bachelors or Associate's degree, with an anticipated graduation date of Spring 2028 or later Commute to the Tampa, FL office Cumulative GPA of 3.0 Able to work 20 hours a week at a minimum (28 hour maximum) Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like: A 50% 401(k) match, up to the IRS maximum (must be 21 years and older) Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP) A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Tampa, FL

  • no content

Portfolio Engineer Specialized Strategies

Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals. The Opportunity: As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development The Day-to-Day: Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee Develop options and other derivative management tools and operations to support new strategies Work independently and with peers to create proactive proposals to improve strategy performance and execution Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee's expectations Communicate your strategy expertise to internal and external clients and stakeholders Your Qualifications: 3 years of experience in a similar portfolio management role, including buy-side research and trading experience Experience in options and other derivative strategy development, operations, trading, and/or investments a plus A demonstrated history of communicating insights and creating portfolio impacts Ability to manage and manipulate large data sets, proficiency in financial data systems Professional experience taking complex topics and breaking them down for others You have a desire to leverage your knowledge and skills to support our clients Compensation: $80,200 – $120,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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

  • Salmon Creek, WA

  • no content

Sr. Paid Media Buyer

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day: Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance Your Qualifications: 3 years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management Analyze and interpret performance data using Excel (formulas, pivot tables). Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions Compensation: $80,200 - $120,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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

  • Gresham, OR

  • no content

Sr. Paid Media Buyer

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day: Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance Your Qualifications: 3 years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management Analyze and interpret performance data using Excel (formulas, pivot tables). Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions 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

  • Tampa, FL

  • no content

Responsible Investment Program Manager

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe. The Opportunity: As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG’s RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm’s institutional ESG offerings are best positioned to meet current and future client demands. The Day-to-Day: Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement Create external product positioning, value-propositions, and key answers for FI’s ESG & Investment process Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences Your Qualifications: 5 years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US Passionate about both Responsible Investments & asset management Experience using tools from services such as FactSet, Morningstar, and ESG data providers 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

  • Garland, TX

  • no content