The Corporate Accounting Team ("CAT") is an essential part of Corporate Finance at Fisher Investments. We keep the Fisher corporate group's accounting records updated and in accordance with both international and domestic accounting standards. The accounting records provide important information for senior management and are also used to produce our financial statements, tax returns and regulatory filings. The Opportunity: Our team leads the annual financial audits of every company in the corporate group, working with external financial auditors in eight countries (and counting!). We also support our international expansion efforts with our banking, regulatory and accounting knowledge. Reporting to a Corporate Accounting Manager, you will use and continue to build auditing techniques to help us maintain complete and accurate accounting records.  You will apply and further develop troubleshooting and risk awareness skills as you perform and review account reconciliations and prepare journal entries. You will contribute to on time and accurate financial reporting by learning and applying knowledge of the financial regulatory environment. The Day-to-Day: <ul style="margin-top: 0in;"><li>Participate in monthly, quarterly and annual financial close activities</li><li>Prepare and review reconciliations, journal entries and support schedules</li><li>Create and analyze corporate financial statements</li><li>Develop analytical skills reviewing financial statements and reconciliations</li><li>Contribute to successful completion of annual financial audits</li></ul>Your Qualifications: <ul style="margin-top: 0in;"><li>2+ years general ledger or fixed asset accounting experience</li><li>Bachelor's degree in accounting or related field required</li><li>CPA or CPA eligible is preferred</li><li>Proficiency in excel</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Staff Accountant

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development. The Day-to-Day:<ul><li>Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected</li><li>Monitor production platforms for start of day readiness and general system health</li><li>Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors</li><li>Provide operational and incident support for your assigned applications and modules</li><li>Perform root cause analysis on production incidents and propose solutions to prevent recurrence</li><li>Define user stories and acceptance criteria based on business requirements</li><li>Define business, functional and technical systems requirements accompanied with solution detail, diagrams</li><li>Participate in the software development lifecycle</li><li>Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination</li><li>Provide business recommendations based on critical analysis</li><li>Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates</li></ul>Your Qualifications:<ul><li>5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team</li><li>Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)</li><li>Working knowledge of Portfolio management concepts (Positions, Trades, Securities)</li><li>Showcase proactive ownership mindset</li><li>Ability to analyze various situations and develop creative solutions</li><li>Bachelor's degree or equivalent combination of education and experience required</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays</li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Technical Business Analyst

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development. The Day-to-Day:<ul><li>Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected</li><li>Monitor production platforms for start of day readiness and general system health</li><li>Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors</li><li>Provide operational and incident support for your assigned applications and modules</li><li>Perform root cause analysis on production incidents and propose solutions to prevent recurrence</li><li>Define user stories and acceptance criteria based on business requirements</li><li>Define business, functional and technical systems requirements accompanied with solution detail, diagrams</li><li>Participate in the software development lifecycle</li><li>Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination</li><li>Provide business recommendations based on critical analysis</li><li>Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates</li></ul>Your Qualifications:<ul><li>5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team</li><li>Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)</li><li>Working knowledge of Portfolio management concepts (Positions, Trades, Securities)</li><li>Showcase proactive ownership mindset</li><li>Ability to analyze various situations and develop creative solutions</li><li>Bachelor's degree or equivalent combination of education and experience required</li></ul>Compensation:<ul><li>$100,000-$150,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience</li><li>Eligible for a discretionary bonus based on firm and individual performance</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays</li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: Are you an experienced Travel Agent who is looking for their next challenge? Have you worked with Sabre in the past? Do you pride yourself on your customer service and enjoy the rush of being quick on your feet and working through problems? If that sounds like you, Fisher Investments may be your next home. We're looking for a highly talented individual to join our Travel Agent team! You will make corporate travel arrangements for the firm’s management and staff, along with reporting to our Travel Agent Team Leader who is based in our Camas, Washington office. The Day-to-Day:<ul><li>Book air, car, and hotel reservations for individual and group travel in compliance with corporate travel policies</li><li>Help determine the most efficient way to make flight connections</li><li>Provide unparalleled service to travelers by providing prompt, accurate and professional communication </li><li>Monitor assigned queues and tasks throughout the workday to ensure reservations and tasks are accurate and complete</li><li>Maintain ownership of each record until departure to ensure all details (including seat assignments, meal preferences, membership programs, upgrades, etc.) are completed to the client’s satisfaction</li><li>Quickly assess information, anticipate issues and outcomes, and make effective decisions including ability to draw clear conclusions</li><li>Perform other tasks that may be assigned by manager</li></ul>Your Qualifications:<ul><li>Have a minimum of 5+ years of experience working as a corporate travel agent</li><li>Proficient in Sabre required</li><li>Knowledgeable on all types of ticketing, exchanges, and voiding of tickets</li><li>Familiar with group and conference travel arrangements and preferred vendor programs</li><li>Understanding of international travel, including fares and pricing, available resources and travel documentation requirements</li><li>Responsible, accountable, and motivated</li><li>Keep pace with others on the team and be able to help with mass bookings</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Travel Agent

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.  This in an in-office job located in Camas, WA.  The Day-to-Day:<ul><li>Be the voice of Fisher Investments to prospective clients</li><li>Review prospects' personal financial situation and provide solutions</li><li>Educate prospective clients on the competitive landscape</li><li>Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management</li><li>No travel required as this position is focused on phone-based sales or virtual connections</li></ul>Your Qualifications:<ul><li>2+ years experience working in financial services</li><li>FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred</li><li>Multi-year track record of success driving results</li><li>Success persuading and educating prospects</li></ul>Compensation:<ul><li>Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed</li><li>This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Vice President of Sales – Financial Services

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.  This is an in-office job located in Tampa, FL.  The Day-to-Day:<ul><li>Be the voice of Fisher Investments to prospective clients</li><li>Review prospects' personal financial situation and provide solutions</li><li>Educate prospective clients on the competitive landscape</li><li>Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management</li><li>No travel required as this position is focused on phone-based sales or virtual connections</li></ul>Your Qualifications:<ul><li>2+ years experience working in financial services</li><li>FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred</li><li>Multi-year track record of success driving results</li><li>Success persuading and educating prospects</li></ul>Compensation:<ul><li>This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Calling all financial professionals looking for a role 100% focused on sales!  As a Regional Vice President of Sales, you will cover a local territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Present Fisher Investment’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. Positions are available in several territories and states across the country.   The Day-to-Day:<ul><li>Convert prospects to clients by showcasing the Fisher difference</li><li>Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions</li><li>Educate prospective clients on the variety of Fisher Investment’s offerings</li><li>Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management</li><li>Home office position with the expectation to meet prospects face-to-face or virtually in your local territory</li></ul>Your Qualifications:<ul><li>5+ years experience working in financial services</li><li>FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred</li><li>Multi-year track record of success driving results</li><li>Experience in high-volume phone activity and in-person meetings</li></ul>Compensation:<ul><li>Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed</li><li>This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.  This is an in-office job located in Plano, TX.  The Day-to-Day:<ul><li>Be the voice of Fisher Investments to prospective clients</li><li>Review prospects' personal financial situation and provide solutions</li><li>Educate prospective clients on the competitive landscape</li><li>Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management</li><li>No travel required as this position is focused on phone-based sales or virtual connections</li></ul>Your Qualifications:<ul><li>2+ years experience working in financial services</li><li>FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred</li><li>Multi-year track record of success driving results</li><li>Success persuading and educating prospects</li></ul>Compensation:<ul><li>This role offers uncapped performance-based compensation  where average earnings normally reach mid six figures within three to four years</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Vice President of Sales – Wealth Management

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