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Marketing Operations Analyst

Fisher Investments Plano, Texas
Deadline: August 22, 2025
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At a Glance:

Statement of Interest: Yes

Contact: Jordan Shaffer

The Opportunity:

Global PCG Marketing is the lead generation engine for the Private Client Group. The Global PCG Marketing Operations Team ensures the engine runs like a well-oiled machine.

As a Marketing Operations Analyst, you will work with teams across Global PCG Marketing on initiatives that generate leads for Sales globally. You will implement and manage processes that streamline department operations, including overseeing Global PCG Marketing’s third-party vendor onboarding and expansion efforts. You will ensure marketers’ operational adherence with all policies and procedures through training, documentation, and ongoing auditing. Additionally, you will gain insight into other department-wide processes, including marketing inbox management, third-party payment processing, and new market expansion.

This is an exciting opportunity for someone with an operational background who wants to learn more about the firm’s marketing efforts. You will have an opportunity to develop your communication, critical thinking, and project management skills all while working on a fast-paced, successful team.


The Day-to-Day:

  • Identify, recommend, and develop new and improved business processes across Global PCG Marketing
  • Manage third-party vendor onboarding and expansion efforts in partnership with Enterprise Risk Management (ERM) and other internal groups
  • Create and improve department-wide process documentation to ensure operational adherence with policies and procedures
  • Communicate process changes and create training for impacted employees
  • Gain insight into other department-wide processes, including marketing inbox management, third-party payment processing, and new market expansion

Your Qualifications:

  • Demonstrate strong attention to detail and organizational skills
  • Thrive in a fast-paced environment that demands flexibility and creativity
  • Successfully prioritize tasks/projects with varying complexities and deadlines
  • Demonstrate excellent written and verbal communication skills, with the ability to effectively interface with employees at all levels
  • Instill trust while maintaining high levels of autonomy

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 Jordan Shaffer.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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