US Global Custody Management Specialist

At a Glance:

Statement of Interest: No

Contact: Max Kaplan/Katelin Henley

The Opportunity:

PMG offers the unique chance to impact Fisher’s product, work with inspiring people, the opportunity to innovate and realize your career potential.

Are you a self-starter looking for a career where critical thinking, problem solving, and relationship management skills are used daily? Does assisting in the growth of the firm excite you? Global Custody Management could be the group for you!

The Global Custody Management team is responsible for establishing and maintaining our business-to-business PCG/PCGI custody relationships across the globe. With 29 custodians and counting, GCM plays a crucial role in ensuring our clients and Fisher receive the best possible service and solutions the custodians can provide.  By effectively managing custodians, GCM helps our firm’s 20-20 vision by continually innovating while ensuring the best possible service and offerings for our clients.

As a US Global Custody Management Specialist, you will have the opportunity to interact and build relationships with your assigned custodians by acting as a main point of contact at FI. You will also regularly interact with a variety of groups within Fisher as well, supporting initiatives focused on improving custodian service/operations, scalability/efficiency, digital and technological integration, and implementation of new rules/regulations, just to name a few!

The Day-to-Day:

• Be a primary relationship contact for Fisher and your assigned custodians
• Help with ongoing relationship management of assigned custodians
  • Participate in relationship management calls with custodian managers
  • Proactively monitor performance to ensure exceptional service to Fisher and clients, including generating reports, conducting audits, acting on daily alerts, and problem-solving custodian inquiries
  • Ensure a strong working relationship between Fisher and custodian
  • Become an expert on internal procedures, groups and specific roles
• Lead a variety of custodian related projects, often spanning multiple internal groups
• Learn about new rules and regulations and how they impact the firm’s operations
• Educate internal contacts on our setup with custodians by building resources and assisting in training for groups around the firm

Your Qualifications:

• Enjoy dealing with ambiguity and problem solving
• Are driven and able to prioritize tasks with varying complexities and deadlines
• Are detail oriented and organized
• Enjoy proactively tackling daily tasks and analyzing their impact on our clients or the firm
• Consistently seek to understand the “why” and increase operational efficiency

Compensation:

• $60,000 - $80,000 base salary per year for employees in the state of WA. Employees new to the role should expect to start at the lower end of the range depending on experience.
• Employees will continue to be eligible for a discretionary bonus based on firm and individual performance. For any questions, please reach out to the hiring manager.

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 Max Kaplan or Katelin Henley.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER