Account Executive Team Leader

At a Glance:

Statement of Interest: Yes

Contact: Matt Lowry

The Opportunity:

Our Account Executives (AE's) engage with high-net-worth individuals who expressed interest in Fisher Investments' promotional materials. Using their sales expertise, AE's will determine the individual's investment goals and educate them on our strategy. They guide communication between a prospective client and our firm, affecting both the prospect's financial future and our overall growth. The AE group is looking for a new Team Leader (TL) to hire and develop talent.

The AETL is much more than a manager—our group is built on leaders. Reporting directly to the AE AVP, you will gain the skills required to motivate and coach employees to greatness. You will also hone your interviewing skills, gaining an in-depth understanding of our firm's sales process and the prospective client-facing aspects of the financial services industry. Along the way, you'll be challenged with leading a team of highly motivated, outgoing, motivated sales personnel producing quality appointments for our outside Salesforce.

The Day-to-Day:

• Inspire and lead a team of AE's to ensure the department's metrics and fiscal year goals are met
• Help develop human capital to prepare AE's for their next role in our organization
• Participate in recruiting efforts for new AE's, including traveling to college campuses and conducting phone and on-site interviews
• Conduct ad hoc and scheduled performance review meetings
• Be a motivator and resource for questions relating to communication techniques, market knowledge and the financial services industry
• Screen and approve all appointments set for the outside Salesforce

Your Qualifications:

• 2+ years of Fisher experience
• Are a master of working with prospective and current clients
• Demonstrable strong communication skills, with an affinity for public speaking
• See the value in developing human capital
• Always maintain a baseline of risk awareness
• Have a solid knowledge of capital markets, and our investment philosophy
• Are naturally analytical, easily figuring out how you and those around you can best serve our needs

If you excel at helping others succeed and want an opportunity to prove it, the AE group wants to speak with you! 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 Matt Lowry.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER