Senior Platform Engineer

It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced technologists to our Technology team. We are looking for a Sr. Platform Engineer to design and develop solutions for enterprise data warehouses/data marts and analytics as part of a collection of systems in a large technology ecosystem. You will report to the Application Development Team Leader. The Opportunity: As a Sr. Platform Engineer, you will perform design and administration of our Azure data and analytics platform to ensure smooth system operations and be the guide for architectural principles and standards. As a technical expert for our data and analytics ecosystem, you will support Fisher Investments business line reporting teams and Technology Business data delivery teams. This hands-on role will provide direction to other developers of data warehouse workloads and data related projects. You will help align department-wide solutions to Fisher's enterprise priorities and survey the technology landscape and guide the evolution of current environment to support future capabilities and requirements. You will be a part of the team that plans the technology to ensure capacity and scalability as demand and usage evolves. The Day-to-Day: Work with business and technology partners to analyze how the data warehouse, analytics and application will meet our goals Evaluate all proposed requests to determine fit with data warehouse, analytics and application solution architecture. Own data warehouse and analytics technical platform on Azure, from implementation to enhancements and ongoing operations Design, develop and coordinate cloud data and application solutions/projects across diverse groups and areas including enterprise architecture, application development, identity and access management, network and data management Provide technical direction and guidance to database and application developers Develop cloud security and access control solution/policy, data and BI standards, guidelines and best practice for business groups and technical teams Perform maintenance and troubleshooting activities for data warehouse, BI platform and other data projects and resolve issues Monitor system application logs and identify potential issues and improvements to ensure smooth operations Perform capacity planning, cloud cost analysis and optimization and provide recommendations to management Provide after-hour system and application support Develop multiple work plans for projects and prepare appropriate status reports and submit them to management Your Qualifications: Minimum of 8 years of experience developing software and data solution for enterprise environment focusing on data and cloud applications with direct experience with application development, data warehouse and BI design, implementation, and operation Experience with cloud data warehouse and analytics technologies, specifically Azure Databricks, Azure Synapse, Azure Data Factory, Azure Data Lake Storage, Power BI, and other Azure data solutions Knowledge or experience with infrastructure (operating system and networking) and cloud administration and automation such as Terraform for Infrastructure as Code. Knowledge of DevOps in application development such as GitHub Actions, or Powershell Experience with application development using Microsoft or cloud technologies (such as SQL, Azure, C#, Python) Experience with Machine Learning, MLOps Experience with investment management systems and processes Experience with Agile methodologies in a cloud, application, database, data warehousing and BI space BS or equivalent in Computer Science or related field or a combination of technical skills, cloud, operating system, networking, security, data application, data modeling and BI background Compensation: $120,000 - $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

Seasonal Tax Associate – Retail

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.

Marketing Technology Analyst

Do you have experience driving multinational growth by creating unique solutions in the martech and adtech space? If so, this MarTech Analyst opportunity may be the perfect fit for you. The Opportunity: As a Marketing Technology Analyst, you will help with the coordination and daily management of marketing tools and platforms used by the marketing department. Reporting to the Marketing Technology Manager, you will coordinate the efforts between marketing and third-party contractors, consultants and internal IT staff to complete projects according to plan. You will work with management and marketing channels to establish a project's goals and oversee quality control throughout its life cycle. The Day-to-Day: Help with ongoing monitoring and enhancements of platforms/tools in the Marketing technology stack, including cross platform integrations and managing technical vendors Configure advertising and marketing technology platforms to support global marketing measurement and activation across digital marketing experiences Communicate business enhancements and modifications – verbally or through written documentation – to senior management, peers, staff and other employees so that issues and solutions are understood Capture and document requirements for system enhancements from global marketing team Conduct trainings and provide technical expertise and support for global marketing Ensure quality, uptime and accuracy of tech stack Qualifications: 3 years of professional experience in marketing technology or IT; Bachelor's degree or equivalent combination of education and experience Hands-on experience with web analytics, digital content management and marketing automation tools Ability to write and troubleshoot JavaScript, HTML and CSS Familiarity with web debugging tools, CMS, Analytics, A/B testing tools, TMS, Manual/Automated QC, Ad Tech platforms (Facebook for Business, Google Adwords, Tealium) Familiarity with Excel, macros, and SQL scripting/editing 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

Global Custody Management Custodian Program Manager

The Opportunity: As a GCM Custodian Program Manager, you will be the head B2B relationship lead for custodians within a geographical region. You will set regional priorities, oversee service quality and relationship health, and work with custodians and company partners to improve service levels, support business growth. Your work will involve the delivery of high‑impact custody‑related programs that move the business forward, such as custody onboarding, service oversight, performance management, fee and contract support, and other process improvement programs. You will lead and support a variety of projects that contribute to critical plans and influence improvements that directly impact client service. You will report to a GCM Team Leader. The Day-to-Day: Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability Your Qualifications: Minimum 5 years of project management experience, B2B and/or in financial services Strong interpersonal, verbal, and written communication skills Exceptional critical thinking, organizational and time management skills Thrive in a fast-paced environment, demanding flexibility and creativity Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them Microsoft Excel and JIRA experience preferred, not required Compensation: $100,000 - $140,000 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

Lead Azure Cloud 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 an Azure Technical Lead to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As an Azure Technical Lead, you will report to the Cloud Platform Team Lead and will be responsible for mentoring, supporting, and teaching a team of cloud engineers in designing, implementing, and managing our Azure-based cloud infrastructure. As a hands-on Technical Lead, you will consult and contribute to process improvements of IT policies, procedures, tools, security controls and infrastructure. You will also conduct research and proof of concept activities and provide recommendations for new technologies, techniques and tools to add value by increasing efficiency while improving service quality. The Day-to-Day: Guide, mentor, and manage a team of cloud engineers promoting a collaborative and high-performance work environment Conduct regular team meetings for code reviews, cross team collaboration opportunities, design reviews and training sessions to ensure continuous development and alignment with our goals Lead incident response and root cause analysis for Cloud platform services Aide in designing and managing scalable and resilient cloud infrastructure and automation tooling for routine operation tasks Oversee the implementation, configuration, and maintenance of Azure resources Ensure the reliability, availability, and performance of the Azure environment through proactive monitoring, optimization, and troubleshooting Manage cloud costs and increase resource usage to achieve cost efficiency Work with solution architects and partners to confirm developed solutions align with existing standards, meet security controls and meet cloud computing best practices Identify opportunities for process improvements, automation, and the use of new technologies to enhance the Azure cloud environment Stay up to date with the latest Azure features, tools, and best practices, and share this knowledge with the team Investigate and monitor current-state cloud usage, solutions in use, risks, gaps, limitations and recommend solutions, optimizations and remediation Ensure cloud services and toolsets are deployed with best practices and documentation Your Qualifications: 10 years of experience in IT Infrastructure cross platform technology areas, with implementing and maintaining expertise of Azure cloud services. 5 years of experience building, deploying and managing IaaS and PaaS services on Microsoft Azure platform. 4 years of experience with Infrastructure as Code (IaC) using Terraform, including building reusable modules, managing state, and promoting infrastructure changes through automated CI/CD pipelines. 2 years of hands-on experience on Kubernetes and containerized workloads Preferred knowledge on AI platforms such as Microsoft Azure AI or similar cloud-based AI services Hands-on experience implementing Azure security and governance controls, including Azure Policy, Defender for Cloud, secure landing zones, identity governance, secret management and compliance enforcement. Strong working networking knowledge (DNS, routing, firewalls, and private access) Scripting and automation of builds, workflows, tasks and other integration aspects Linux and Microsoft Windows server administration Experience with configuration management tools such as Ansible, Puppet, or Chef Azure DevOps Engineer Expert or Azure Solutions Architect Expert cloud certification 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

Client Engagement Associate

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Engagement Associate, you are responsible for engaging prospective and existing clients who have expressed interest in Empower’s financial services, with the goal of generating qualified interest in wealth management offerings. The position serves as a critical connection point between clients and Financial Advisors by conducting outbound outreach, qualifying needs, and scheduling advisory consultations. What you will do Conduct a high volume of outbound and inbound calls to prospective and current clients who have expressed interest in financial services Generate interest and qualify clients for meetings with Financial Advisors to discuss goals, investment strategies, and financial planning needs Schedule and confirm appointments, ensuring a high completion rate for advisor meetings Engage clients via phone, chat, and email to answer questions, provide guidance, and enhance the client experience Utilize pre-defined scripts and sound judgment to assess client needs and determine appropriate next steps Gather and document client information, including financial needs, goals, and relevant screening details Accurately record all client interactions in CRM systems Partner with Financial Advisors regarding prospective client opportunities and handoffs Troubleshoot issues related to the financial dashboard and escalate to technical support when needed Route client inquiries to appropriate departments for additional support Perform administrative and reporting duties as assigned Ensure compliance with all regulatory requirements, policies, and procedures What you will bring High school diploma or equivalent required; associate degree preferred Previous experience in financial services, sales, or client engagement preferred Strong verbal, written, and listening communication skills Excellent organizational, time management, and follow-up abilities Ability to work effectively in a fast-paced, team-oriented environment What will set you apart Knowledge of investment products and financial services Experience managing high-volume outbound calling activity Ability to assess client needs and align appropriate solutions Strong adaptability and motivation to achieve results Clean U4 record, if applicable LI-Remote PJPW2 Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $38,500.00 - $49,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 07-11-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter. Workplace Flexibility: Remote - Nationwide

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 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

New Client Counselor

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients’ goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager Your Qualifications: 3 years’ experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high-volume environment Compensation: This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures 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

Retail Sales Specialist

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Earn $18.00/hour base pay, with the potential to earn $22.50/hour through commission and incentives. Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us. Do you have a passion for connecting with people and driving sales? As a Retail Sales Specialist at Spectrum, you'll be the face of our company, promoting and selling our portfolio of products and services to both existing and new customers. Your role is pivotal in enhancing the customer experience and fostering a culture of exceptional customer care at every store location. What Our Retail Sales Specialists Enjoy Most About the Role Enhancing the customer experience while meeting sales, service, and operational goals. Identifying sales opportunities and creating ideal customer experiences through product support and education. Building positive customer relationships, effective listening, and overcoming objections, while reselling the value of our products. Maintaining knowledge of Spectrum products, pricing, promotions and visual standards, while minimizing product losses. Ensuring a welcoming store atmosphere, delivering a clean retail experience, effective communication, policy adherence, issue resolution and participating in training programs. Working Conditions This role requires a flexible schedule, regular attendance, physical demands (lifting up to 35 lbs., prolonged standing) and adherence to Spectrum's dress code in a moderately noisy retail environment. Required Qualifications Education High School Diploma or equivalent. Skills & Abilities Proficiency in cash handling and accurate payment transactions. High comfort level with personal technology, including mobile devices and video platforms and proficiency in computer applications. Basic math skills. Ability to read, write, speak, and understand English and to prioritize, organize, manage multiple tasks and handle change effectively. Familiarity with goal- and incentive-based work environments. Strong performance in a fast-paced team environment. Effective communication with employees and customers in person, on the phone and in writing. Highly effective interpersonal skills for building partnerships across the organization. Self-motivated, competitive spirit with a desire to exceed sales goals. Positive and professional demeanor, strong attention to detail and problem-solving skills. Preferred Qualifications Knowledge of the latest technology and devices. 1-5 years of sales/customer service experience. 1-3 years of telecommunications/wireless experience. LI-CP2 SRL213 2026-74653 2026 Here, our employees don’t just have jobs, they're building careers. That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet®, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We’re committed to growing a workforce that reflects the customers and communities we serve – providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.

Mid Market Account Executive, Spectrum Business

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Looking for a role where your consultative sales expertise and drive for results can make a real impact? As a Mid Market Account Executive at Spectrum, you will engage business clients to deliver tailored voice, data and video solutions, guiding them toward smarter communication strategies within your designated territory. Your efforts will strengthen client relationships and fuel Spectrum’s growth in the enterprise space. How You Will Make an Impact Conduct consultative needs analysis with prospective clients to develop tailored product solutions Design and present compelling sales proposals and product presentations for small, medium and large businesses Achieve monthly revenue quotas by driving data, phone and video sales within your sales territory Generate leads by initiating telephone outreach, making cold call visits and networking at industry events Qualify new leads and coordinate site surveys, submitting return on investment analyses to sales management Maintain accurate sales databases to track activity and customer information Collaborate with Account Management and business services teams to ensure seamless handoff of sold accounts and ongoing client retention Participate in sales meetings and training sessions to enhance your skills Working Conditions Office-based role What You Will Bring to Spectrum Required Qualifications Education High school diploma or general education degree required (GED) Experience Experience in a consultative sales role Skills Read, write, speak and understand English Working knowledge of computer networking, LAN and WAN technologies, high-capacity and fiber-connected networks Proven networking, negotiation and closing abilities Valid and active State driver’s license with safe driving record Preferred Qualifications Education Bachelor’s degree in a business-related field Experience 3 years of sales experience exceeding revenue quotas, preferably selling data, voice or video solutions in the telecommunications B2B industry Skills Strong experience using CRM systems such as SalesForce Proficiency with Microsoft Excel, Word, PowerPoint and Outlook LI-TC1 SCM230 2026-75852 2026 Here, our employees don’t just have jobs, they're building careers. That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. The base pay for this position generally is between $57,400.00 and $113,800.00 . The actual compensation offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. We comply with local wage minimums and also, certain positions are eligible for additional forms of other incentive-based compensation such as bonuses. In addition, this position has a commission earnings target starting at $72,600 . Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet®, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We’re committed to growing a workforce that reflects the customers and communities we serve – providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.

Retail Sales Specialist - Part-Time

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Earn $18.00/hour base pay, with the potential to earn $23.85/hour through commission and incentives. Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving the way for a long and rewarding career with us. Do you have a passion for connecting with people and driving sales? As a Retail Sales Specialist at Spectrum, you'll be the face of our company, promoting and selling our portfolio of products and services to both existing and new customers. Your role is pivotal in enhancing the customer experience and fostering a culture of exceptional customer care at every store location. What Our Part Time Retail Sales Specialists Enjoy Most About the Role Enhancing the customer experience while meeting sales, service, and operational goals. Identifying sales opportunities and creating ideal customer experiences through product support and education. Building positive customer relationships, effective listening, and overcoming objections, while reselling the value of our products. Maintaining knowledge of Spectrum products, pricing, promotions and visual standards, while minimizing product losses. Ensuring a welcoming store atmosphere, delivering a clean retail experience, effective communication, policy adherence, issue resolution and participating in training programs. Working Conditions This role requires a flexible schedule, regular attendance, physical demands (lifting up to 35 lbs., prolonged standing) and adherence to Spectrum's dress code in a moderately noisy retail environment. Required Qualifications Education High School Diploma or equivalent. Skills & Abilities Proficiency in cash handling and accurate payment transactions. High comfort level with personal technology, including mobile devices and video platforms and proficiency in computer applications. Basic math skills. Ability to read, write, speak, and understand English and to prioritize, organize, manage multiple tasks and handle change effectively. Familiarity with goal- and incentive-based work environments. Strong performance in a fast-paced team environment. Effective communication with employees and customers in person, on the phone and in writing. Highly effective interpersonal skills for building partnerships across the organization. Self-motivated, competitive spirit with a desire to exceed sales goals. Positive and professional demeanor, strong attention to detail and problem-solving skills. Preferred Qualifications Knowledge of the latest technology and devices. 1-5 years of sales/customer service experience. 1-3 years of telecommunications/wireless experience. LI-SN1 SRL104 2026-75455 2026 Here, our employees don’t just have jobs, they're building careers. That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet®, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We’re committed to growing a workforce that reflects the customers and communities we serve – providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.

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