We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day:<ul><li>Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support</li><li>Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets</li><li>Hands-on work with the Charles River API Framework, including:<ul><li>Frontend APIs – UI workflows, triggers, CRD interaction points</li><li>Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows</li></ul></li><li>Build and support integration workflows using REST APIs, services, and messaging frameworks</li><li>Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis)</li><li>Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools)</li><li>Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD</li><li>Ensure Start‑of‑Day readiness for CRD and support ongoing system stability</li><li>Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation</li></ul>Your Qualifications:<ul><li>10+ years experience in Application Development:<ul><li>Advanced SQL – complex queries, performance tuning</li><li>Java or C# – ability to interpret, collaborate, and support integrations</li><li>REST API integration, testing, and troubleshooting</li></ul></li><li>5+ experience in:<ul><li>Python Programming</li><li>Investment/Wealth Management industry</li></ul></li><li>3+ years CRD Implementation / Customization , Workbench (Manager or Central) configuration experience</li><li>Hands-on experience with the Charles River API Framework (frontend and backend)</li><li>Experience with CRD Batch Automation, including monitoring and exception handling</li><li>Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models)</li><li>Experience with optimization tools such as Axioma and OMET/Gap Point.</li><li>Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income)</li><li>Experience using Agile SDLC, process diagramming, and workflow mapping.</li><li>Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent</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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Senior Application Developer - Charles River Development (CRD)

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration.  In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization.  The Day-to-Day: <ul style="margin-top: 0in;"><li>Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity.</li><li>Perform comprehensive evaluations of clients’ existing trust and estate structures</li><li>Review a variety of estate planning documents including, but not limited to:</li><ul style="margin-top: 0in;"><li>Wills</li><li style="margin-left: .5in !msorm;">Trusts</li><li style="margin-left: .5in !msorm;">General Powers of Attorney</li><li style="margin-left: .5in !msorm;">Healthcare Powers of Attorney</li><li style="margin-left: .5in !msorm;">Living Wills</li><li style="margin-left: .5in !msorm;">Buy/Sell Agreements</li></ul><li>Identify potential gaps, structural risks, and optimization opportunities aligned with client goals  </li><li>Serve as internal subject-matter expert to Senior Investment Counselors and internal teams</li><li>Respond to estate planning inquiries from clients and internal stakeholders</li><li>Work directly with clients to collect information and organize records needed for estate and trust documentation</li><li>Participate in the creation and implementation of client education programs and training initiatives</li><li>Contribute to written planning materials, client resources, and internal reference tools</li><li>Manage all phases of various projects from envisioning through deployment</li><li>Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency</li><li>Mentor and support team members through coaching and knowledge-sharing</li><li>Travel when needed to support client meetings and client programs</li></ul>Your Qualifications:<ul><li>Juris Doctorate (J.D.) degree</li><li>Minimum of ten (10) years of experience working in trust/estate planning space.</li><li>Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies.</li><li>Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences</li><li>Exposure to multistate estate planning considerations, trust structures, and tax strategies.</li><li>Advanced qualitative and analytical reasoning skills</li><li>Ability to analyze various situations and develop creative solutions</li><li>Exceptional attention to detail</li><li>Adaptability in a fast-paced, collaborative team environment</li><li>Strong organizational and prioritization capabilities</li><li>Ability to handle sensitive materials and information with discretion</li><li>Proficient in Microsoft Office software</li><li>Willingness to travel as needed and on demand for in-person client engagements.</li><li>Willingness to host in-person client program events.</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

Senior Estate Planning Professional

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day:<ul><li>Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals</li><li>Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling</li><li>Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS</li><li>Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies</li><li>Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains</li><li>Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance</li></ul>Your Qualifications:<div class="has-nudge" data-nudge-id="a5945cdd-ab5f-4c72-8d3e-ea81434ca29c" data-pm-slice="3 3 []"><ul><li class="nudge-icon nudge-red-solid" data-nudge-count="4">3+ years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns</li><li>Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management</li><li>Analyze and interpret performance data using Excel (formulas, pivot tables).</li><li>Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions</li></ul></div>Compensation:<ul><li>$80,200 - $120,000 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

Sr. Paid Media Buyer

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day:<ul><li>Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals</li><li>Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling</li><li>Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS</li><li>Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies</li><li>Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains</li><li>Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance</li></ul>Your Qualifications:<div class="has-nudge" data-nudge-id="a5945cdd-ab5f-4c72-8d3e-ea81434ca29c" data-pm-slice="3 3 []"><ul><li class="nudge-icon nudge-red-solid" data-nudge-count="4">3+ years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns</li><li>Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management</li><li>Analyze and interpret performance data using Excel (formulas, pivot tables).</li><li>Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions</li></ul></div>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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