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Senior Fund Accounting Analyst

Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs. The team coordinates with a variety of groups in Corporate Finance, many groups within the organization and a global range of service providers. The Opportunity: The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more! The number of funds continues to grow and though there are processes in place, you will come in, learn, take ownership, identify areas for improvement, provide solutions and continue to build this team. As your experience grows you will take on more responsibilities and establish, own and implement projects. Reporting to the Fund Accounting Team Lead, you will become a liaison for other departments and progress to an expert. The Day-to-Day: Review fund financial statements across multiple countries Oversee fund audits and work with auditors Prepare fund budgets, variance analyses, and proper coding of expenses Ensure accuracy of accounting and financial reporting by fund administrators Review and oversee global tax compliance of the funds Partner with other teams within Corporate Finance to provide insight of business transactions and help analyze Firm accounting impact of fund activity Provide accounting explanations to the business for client requests Mentor and help train accounting associates Develop company procedures Automate existing processes and methodologies Your Qualifications: 5 years Accounting and/or Audit experience; Bachelor's Degree in Accounting or combination of education and experience Financial statement review and preparation experience Experience with financial planning and analysis Compensation: $100,000 - $125,000 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 Manager Charitable Strategies

Position Type: Regular Your opportunity * In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Applicants must be authorized to work in the United States now and the future without employer sponsorship. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations listed: Austin, Orlando, Westalake. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Your Opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $50 billion in grants to more than 295,000 charities. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities. Our opportunity: Reporting to the Director of the Charitable Strategies Group (CSG) at DAFgiving360, the Sr. Manager is primarily responsible for reviewing illiquid and other complex noncash asset contributions for gift acceptance. The Sr. Manager role sits within CSG, which is the team of experts dedicated to performing due diligence on and ultimately to process illiquid and other complex noncash asset contributions to DAFgiving360, including but not limited to: Closely held business interests (C corp, LLC, LP, and S corp) Real estate (residential and commercial) Restricted stock and equity compensation Life insurance Cryptocurrency Artwork and other collectibles Other complex processes, such as foundation dissolution asset transfer, trust and estate gifts, and other trust terminations. As Sr. Manager you will manage a territory, in partnership with your colleagues in Business Development and Charitable Consulting at DAFgiving360, and work directly with donors, their advisors, and corporate and business lawyers to manage incoming inquiries and conversations about illiquid and complex noncash contributions. The Sr. Manager understands and articulates charitable planning issues effectively, using a consultative approach to provide agnostic guidance on charitable giving strategies to support comprehensive wealth management solutions to HNW and UHNW clients and their advisors. As a subject matter expert, the Sr. Manager partners closely with internal partners to provide educational support for client and advisor questions and planning needs. To be effective in this role, you must be able to communicate clearly and compellingly on highly complex charitable topics with clients and colleagues who possess widely varying levels of subject matter expertise, from novice to expert. What you are good at: Illiquid Asset Due Diligence Handle client and advisor inquiries and respond to process and potential tax implication related to contributions of illiquid and other complex noncash assets. Independently review transactions related to privately held companies, restricted stock, and other complex asset inquiries to determine suitability for charitable contribution and the best route for acceptance while mitigating risk. Perform all aspects of noncash asset due diligence, including document review and thorough assessment and mitigation of risks and recommend approval for acceptance. Facilitate the transfer, acceptance, and liquidation of approved noncash asset contributions, and track these activities within a CRM system to monitor, assess, and report on workflow. Prepare new and/or updated existing procedures and job aids to guide due diligence reviews and enhance operational excellence. Subject Matter Expert in Charitable Gifting Rules Respond to internal partner questions and requests for information relating to tax, corporate transactions, securities law, alternative investments, exempt organizations, and estate/charitable planning strategies. Support Business Development, Charitable Consulting, and Marketing teams with development and review of educational and marketing literature to ensure content accuracy and clarity. Draft new client-facing articles and presentation decks, as requested. Cross enterprise partnership to develop and implement acquisition and service to support DAFgiving360 sales initiatives and consult internally and externally, in support of a variety of business development opportunities. In partnership with Charitable Strategies Group team and broader Investment Oversight & Due Diligence team, develop and deliver internal trainings to Schwab Charitable business units on illiquid and complex noncash assets gift acceptance procedures and best practices. What you have Bachelor's degree and J.D. CPA or CFP (strongly preferred) Minimum of 8 years of relevant experience. Planned giving and/or law firm (or equivalent transactional) experience highly preferred, including but not limited to: tax planning; exempt organizations; corporate transactions and estate planning; financial services/wealth management; securities law; alternative investments; and impact investing. Expert-level financial, tax, and philanthropic planning knowledge, with specific attention to tax, corporate transactions, securities law, exempt organizations, and estate planning strategies. Public speaking experience strongly preferred, with demonstrated ability to: Ask thoughtful questions, listen carefully, good judgment Explain complex subjects in a simple manner to various audiences Convey authority and professionalism, with approachable demeanor Engage audiences of one or many with compelling presentations Knowledge of alternative charitable giving solutions in the illiquid asset space and ability to review and understand financial statements, with demonstrated understanding of accounting/tax issues. Knowledge and experience in partnership taxation and UBTI. Outstanding interpersonal skills to establish and maintain effective professional relationships at all levels of organizations and in the charitable and advisor communities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Bellville, TX

  • no content

Salesforce Marketing Cloud Engineer

The Opportunity: We are hiring a Salesforce Marketing Cloud (SFMC) Engineer to help design, build, and scale our global marketing communications platform. You will focus on allowing high-volume, personalized, and compliant communications across client and prospect channels, while partnering closely with Marketing, Corporate Communications, and Technology teams. This is a hands-on engineering role responsible for both delivery and platform stability, with a strong emphasis on data-driven marketing, automation, and operational scale. You will report to the Team Leader. The Day-to-Day: Design and build scalable solutions across Salesforce Marketing Cloud (Journey Builder, Automation Studio, Email Studio, Contact Builder) Develop and manage complex customer journeys for onboarding, engagement, and lifecycle communications Implement and improve data models, segmentation, and personalization using SQL, AMPscript, and SSJS Integrate SFMC with Salesforce CRM and external systems to ensure seamless data flow and campaign execution Manage high-volume campaign execution, including scheduling, batching, and throughput optimization Ensure email deliverability, domain health, and compliance with global marketing and privacy regulations Troubleshoot production issues, monitor campaign performance, and improve platform reliability and scalability Collaborate with teams and provide technical guidance to junior engineers and vendor partners Your Qualifications: 5 years of hands-on experience with Salesforce Marketing Cloud Strong expertise in Journey Builder, Automation Studio, Email Studio, and Contact Builder Proficiency in AMPscript, SSJS, and SQL for data manipulation and personalization Experience integrating SFMC with Salesforce CRM and external APIs Understanding of email deliverability, subscriber management, and domain strategies Experience implementing and supporting high-volume campaigns at scale 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

Senior Portfolio Engineer

We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to make portfolio decisions and expand the fixed income platform. The Opportunity: As a Senior Portfolio Engineer covering Fixed Income at Fisher Investments you will collaborate with a team to develop and implement portfolio ideas and support our Investment Policy Committee's decision- making across all fixed income strategies. Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. 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 Group Vice President of Portfolio Engineering for support and development. The Day-to-Day: Leverage market knowledge with macroeconomic and quantitative/risk analysis to support the Investment Policy Committee in the construction, implementation, and ongoing management of all fixed income strategies Review portfolios to ensure alignment with Investment Policy Committee views, investment guidelines and support portfolio adjustments including rebalancing and risk guidelines Proactively translate top-down and sector views into portfolio level tilts in duration, curve shape, sector weights and security selection Lead new strategy development across global client base to address areas of opportunity in fixed income space Participate in external client meetings and respond to ad hoc client requests Maintain and develop portfolio tools to improve the performance and scalability of fixed income portfolio management Your Qualifications: 7 years of fixed income experience in a similar portfolio management role, including buy-side research and trading experience A strong desire to lead growth initiatives across teams A demonstrated history of communicating insights and driving portfolio impact Manage and manipulate large data sets, proficiency in financial data systems You have a desire to leverage your knowledge and skills to support our clients 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

  • Arlington, TX

  • 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

  • Clearwater, FL

  • no content

Financial Writer (Ghostwriter)

Fisher Investments is growing and is looking for an experienced Financial Writer (Ghostwriter) to turn our investment expertise into engaging content. You will be a part of a collaborative writing team and learn from tenured financial writers and industry experts. If you are looking to bring your writing experience to a company that has a global financial presence, we want to hear from you! The Opportunity: As a Financial Writer (Ghostwriter), you will educate our employees, clients and investors by constructing educational and engaging articles to run in major financial publications. You will report to a Team Leader and work with our experienced writing staff and in-house research group to write compelling and fast-reading persuasive articles sharing our firm’s unique approach to market analysis and investing. Your experience modifying your writing style to meet the needs of senior management will lead to success in this role. The Day-to-Day: Use your writing experience to write persuasive articles on a wide array of financial and economic topics in an Op-Ed format Support high-volume output to be used for our purposes Research unfamiliar financial topics using online and firm resources Find creative ways to customize the concepts for audiences overseas Analyze financial media to identify trending topics Your Qualifications: Bachelor's degree required 3 years of writing experience 1 years of financial writing experience Must have Ghostwriting experience in persuasive (Op-Ed) articles Experience communicating complicated topics in simple, non-academic, interesting terms Experience editing for clarity, grammar, spelling, consistency and accuracy Produce quality work with a commitment to improvement while meeting a target timeline Compensation: $80,200 - $125,000 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

SAP Ariba Developer

Join Fisher Investments' Technology & Transformation organization and help modernize the systems that power how we buy, contract, and pay. As a Senior SAP Developer on our Corporate Services Technology team, you'll build and improve scalable procurement solutions on the SAP Ariba platform that support firm-wide operations and global growth. If you enjoy solving meaningful business problems, partnering closely with partners, and delivering reliable enterprise applications, you will be a great fit. The Opportunity: The SAP Ariba Developer works in the office and provides internally developed and third-party software solutions primarily on the SAP Ariba platform to meet the firm’s needs. You will manage technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to Technical Design Specs and design and write code for enterprise-wide and other projects. You will report to the Application Development Group Manager. The Day-to-Day: Manage technical development of software, primarily SAP Ariba, from launch through user acceptance and Go-Live Design steps and modules, defines timelines, identifies and resolves issues Develop cross-module SAP/Ariba platforms, custom apps and systems to meet various internal partner requirements Provide standards for development, responding to customer/client requests or events Be a technical lead and make decisions regarding technical direction architecture. Provide expertise and develop solutions using configuration and custom code Present options and manages client expectations Create logic flow charts and process diagrams Support production software operations during normal business and off-hours. Contribute to team discussions on SAP ARIBA related work Troubleshoot and resolve client issues. May be responsible for client support to an entire or multiple business units May assign work and provide oversight to others including external vendors Activities include documenting decisions, following standards and communicating with business groups Works onsite, under direct supervision, in a team-based and open office environment. Your Qualifications: 8 years of experience in Information Technology 6 years of hands-on SAP Ariba implementation experience across multiple modules (Sourcing, Contract Management, Category Management, Supplier Management, Buying & Invoicing) Strong experience in SAP Ariba Solution Architecture, including solution scoping, blueprinting, configuration, customization, testing, deployment, and hyper-care support Good Experience with advanced SAP Ariba features and functionality, including configuration, deployment, and integration with existing systems Good exposure to SAP S/4HANA integration with Ariba, involving Cloud Integration Gateway (CIG), middleware integration, and master/transactional data flows including administration Good Knowledge of SAP MM / FI integration points for procurement and invoicing. Knowledge of SAP Ariba tax integration with external tax engines like Vertex or Thomson Reuters ONESOURCE through APIs or the SAP Ariba Cloud Integration Gateway (CIG) Experience with procurement processes, sourcing methodologies, and contract management Bachelor's degree or foreign equivalent degree in MIS, computer science, or other science field required Experience contributing to the roadmap, setting direction and promotion of solutions across environments in the Ariba platform Proficient in software development methodologies, including Agile and Scrum. Experience with Enterprise applications development and strong design skills Compensation: $130,000 - $175,000 base salary per year in the state of WA. 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

Enterprise Architect – Data, AI

It's an exciting time to join Fisher Investments! We're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. The Opportunity: The Enterprise Architect will bring strong cross‑domain expertise, strategic thinking, and executive presence. This is not just a governance‑only role. You will BE a strategic leader, facilitator, and a diplomat—someone who can influence CXO‑level stakeholders and remain deeply involved in execution. You will work across domains to lead enterprise‑wide architecture decisions that prepare us for scalable data and AI modernization. In an individual contributor role, you will work in a fast‑moving, mid‑size, highly collaborative environment. You will report to the Vice President, Enterprise Architecture and Standards. The Day-to-Day: Drive enterprise‑level architecture across multiple business domains, ensuring alignment with organizational strategy Lead discussions with senior stakeholders and bring clarity to complex technical decisions Lead the standardization of metadata practices across domains, ensuring discoverability, lineage, and governance Design and evolve enterprise-level semantic data models, including logical and conceptual models, ontologies, and domain definitions Partner with product, engineering, data, and AI teams to ensure data supports reporting, analytics, and AI use cases Provide feedback that directly shapes the next generation of AI models Knowledge of Machine Learning Operations (MLOps) workflows and tools for deploying, managing, and monitoring AI models in production Actively participate in design, discussions, and delivery—not just governance—with hands‑on engagement Review AI-generated code to ensure it is accurate, efficient, and high quality. Stay current on AI and data trends to help the organization evolve. Your Qualifications: 15 years of experience in IT 5 years of experience: In an Enterprise Architect role AI and ML Architectures 2 years of experience: Data-focused A1 tools Lead Enterprise Architecture initiatives Proficient in tools such as Purview, Unity catalog, Erwin, or other semantic/metadata platforms Deep experience with Microsoft Azure and their AI and data services Experience working with Financial Services Industry Bachelor’s degree in computer science, Information Systems, Engineering, or equivalent experience through work experience Compensation: $200,000 - $240,000 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

  • Clackamas, OR

  • no content

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

  • Arlington, TX

  • no content

Account Executive Manager

Fisher Investments is looking for a driven and experienced sales leader to guide, develop, elevate one of our Account Executive (AE) Teams. AE's engage with high-net-worth individuals who expressed interest in Fisher Investments'. The Opportunity: In this role, you will oversee a team of AEs to help us reach departmental goals, provide ongoing coaching, training, and performance feedback to support team growth. No individual production is required for leadership. You will be supported by a leadership and training team to aid in your development. This role is ideal for someone who thrives on building strong teams, leading from the front, and turning potential talent into results. You will report to the AVP of Account Executives who will support your onboarding and professional development leading to future growth opportunities. The Day-to-Day: Lead, motivate, and inspire a team of Account Executives in a collaborative in-office environment. Monitor team performance metrics, identify opportunities for improvement, and implement effective sales strategies and processes. Support recruiting, onboarding, and development of new team members. Partner with AVP for additional projects that support broader business objectives. Opportunity to participate in sales and leadership training for personal development. Your Qualifications: Bachelor's degree (B.A.) or equivalent combination of education and experience 2 years of experience with a phone-based sales environment, and a consistent track record of meeting or exceeding expectations. Prior experience in a leadership or mentorship role within a phone-based sales environment. High organized with strong time management and prioritization skills. Comfortable working in a face-paced, result-oriented environment. Ability to obtain or retain required security licenses 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 FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Addison, TX

  • no content

Email Marketing Automation Strategist

Do you have experience building dynamic email campaigns and are passionate about data-driven marketing? If so, this strategic role developing email communications for our Private Client Group (B2C) may just be the right opportunity for you! The Opportunity: As a Global Email Marketing Analyst, you will help develop the email campaign strategy with the end goal of driving leads/ROI to meet business objectives across the Global email channel. Initially, you will be an individual contributor role, reporting to the Email Marketing Manager, but with the potential to quickly develop into a management role. The Day-to-Day: Manage daily operations of the email marketing campaign setup including: advanced email journey building, content production, contact strategy design, audience segmentation, and email QA Manage email calendar, send volume, list targeting and define cadence based on performance testing, segmentation and organizational prioritization Design and implement lead generation programs that provide measurable improvement to meet goals Develop A/B and multivariate testing strategies and improve campaigns based on insights and business needs Monitor marketing metrics (open rates/click-through/deliverability) and provide analysis of marketing campaigns and recommendations for enhancing effectiveness Ensure solid deliverability through monitoring inbox deliverability, unsubscribe/spam complaint rates, and other deliverability metrics Identify potential process improvements and recommend solutions to management to improve efficiency and email engagement Track and communicate results, success metrics and recommendations for improvement Your Qualifications: 2 years of email lifecycle marketing experience, with focus on developing new campaigns 2 years of email channel expertise, includes: CRM management, responsive creative/technical design, deliverability, list segmentation, and best practices Experience with major Email Service Provider (ESP) or CRM platform is required Experience with Selligent by Zeta is preferred Prior success with lead nurturing programs, audience segmentation, marketing automation, and content personalization efforts that have demonstrably improved conversion and engagement Experience using analytics and analytics tools to measure success and improve campaigns Knowledge of best practices for creating email templates, dynamic content, testing methodologies, list segmentation, drip campaigns, deliverability and CAN-SPAM laws Compensation: $70,000 - $110,000 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

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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

  • Addison, TX

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