Client Development Analyst

At a Glance:

Info Session: RSVP Here

Statement of Interest: Yes 

Contact: Amir Arzoodar

Shadow: Request Here

The Opportunity:

The Client Development Analyst works in the office and is responsible for overseeing the group’s lead flow processes or data and reporting workflows.  

The Day-to-Day:

• Manages a program to ensure the elements  are completely and efficiently meeting the business requirements
• Manages all phases of various projects from envisioning through deployment
• Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department
• Coaches, mentors, and motivates team members
• Works onsite, under direct supervision, in a team-based and open office environment
• Collecting, processing and analyzing data to identify trends, patterns and insights that can drive business decisions
• Communicating findings through reports, dashboards, emails and presentations to leadership
• Working with cross-functional teams, including business units, to understand their needs, provide data-driven insights, and support decision-making
• Manage and maintain various lead flow sources, including Client Development marketing campaigns

Your Qualifications:

• Bachelor’s degree or equivalent combination of education and experience required
• At least 3 years of Fisher Investments experience preferred
• Highly developed qualitative and/or quantitative skills required
• Ability to analyze various situations and develop creative solutions
• Excellent verbal and written communication skills
• High level of attention to detail
• Ability to adapt to changes in a fast paced, team environment
• Ability to prioritize workload and manage time across various tasks
• Proficient in Microsoft Office software

Compensation:

• $85,000 - $115,000 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

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Amir Arzoodar.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER