Associate Relationship Manager

At a Glance:

Statement of Interest: Yes

Contact: Courtney Foley

Shadow: Request Here

The Opportunity:

Are you an early or mid-career Sales or Service Professional that wants to advance your career in Sales, work directly with the world’s most sophisticated investors, deepen your investment knowledge, receive hands on coaching from experienced Sales professionals, and get your foot in the door of Institutional Asset Management? If so, the Associate Relationship Manager (ARM) could be the perfect opportunity for you. ARMs can set themselves apart and hone their sales skills by taking direct ownership of an assigned territory, help our prospects understand the value of our firm’s investment philosophy and strategies, and directly advance deals through the sales process.

Compensation is base plus a quarterly metric-based bonus structure, so you have the comfort of consistent income, direct mentorship of successful and experienced Sales professionals, and the potential for competitive performance-based quarterly payouts. Simply put: You control your destiny and drive your compensation potential!

The Day-to-Day:

• Travel within your territory to build and maintain relationships with key decision makers at large institutions and the consultants that support them
• Articulately convey the firm’s investment philosophy and strategies to key personnel within the Institutional space and, as appropriate, their investment consultants
• Leverage internal resources as well as the mentorship of our senior sales professionals to help progress opportunities through the sales funnel and win business
• Control your career trajectory and increase firm growth while bettering the financial well-being of institutional investors and the individuals they support

Your Qualifications:

• At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred
• Competitive and self-motivated—ability to set, monitor, and accomplish goals
• Resourceful and organized—ability to work smart; multi-task and address complex challenges managing a broad opportunity set
• Solid investment knowledge; previous Institutional investment experience preferred
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyze, and interpret general business periodicals, professional journals
• Ability to travel 51% or more of the time

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 Courtney Foley.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER