Client Development Operations Specialist

At a Glance:

Info Session: RSVP Here

Statement of Interest: No 

Contact: Matthew Breuner

The Opportunity:

The Client Development Operations Specialist supports the resourcing, evaluation, and compensation of our sales force.  We are looking for someone with a strong operations background, enjoys variety in their work and being involved in tests and initiatives that drive additions to the firm.

The Day-to-Day:

• Handling client assignments to CDVPs/RVPs, refreshing reporting, and managing shared inboxes
• Supporting of CDVP commissions auditing by determining CDVP credit windows, deep-diving complex funding situations with partner groups and working with Finance to finalize credited funding
• Supporting group-wide tests and initiatives
• Working on projects, both independently and in collaboration with data-focused team members as a SME, which provides opportunities to build communication and leadership skills

Your Qualifications:

• High attention to detail and organization
• Comfortable with ambiguity & critical thinking
• Comfortable with both team and individual work
• Excitement for learning new skills and programs (e.g., Sales Force, Global Wealth Platform, and SQL Server Management Studio)

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 Matthew Breuner.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER