Canadian Client Development Vice President at Fisher Investments summary:
The Canadian Client Development Vice President at Fisher Investments focuses on building and expanding client relationships through holistic financial planning and portfolio analysis. With a strong emphasis on client service and training support, this role involves evaluating financial opportunities and conducting meetings to convey investment management strategies. The ideal candidate will have extensive experience in client-facing roles within Financial Services and a proven track record of driving results.
Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sales and service, marketing, operations and more. This onsite position is located in Plano, TX.
The Day-to-Day:
- Evaluate opportunities to consolidate a client’s outside assets with Fisher Investments
- Review personal financial situations and provide solutions
- Cultivate referrals by providing exceptional service
- Conduct meetings with prospects and clients virtually and in-person
- Convey and present our firm’s investment management strategies
Your Qualifications:
- 5+ years’ experience in client-facing or production-based roles in Financial Services
- CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
- Understanding of capital markets and investment products
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
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 (*17 days of PTO and 3 days of sick time for California employees)
- 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
Keywords:
client development, financial planning, portfolio analysis, investment management, client relationships, capital markets, CFA, financial services, sales strategy, financial goals