Fisher Investments

The Opportunity: As a Global PCG Marketing Operations and Data Privacy Analyst, you will work with teams across Global Private Client Group (PCG) Marketing and get exposure to unique initiatives aimed at driving leads to our Sales group globally, reporting to the Group Manager. You will partner with the Legal Compliance and Communications Department (LCCD) and Enterprise Risk Management (ERM) to improve Global PCG Marketing's operational adherence. You will 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 Ensure Global PCG Marketing campaigns and processes follow data privacy regulations across North America, Europe, Asia-Pacific, and more through ongoing oversight and audits Understand privacy regulations for new international Private Client Group markets and provide guidance on their application to various marketing activities Review and route Global PCG Marketing vendor contracts, gaining insight into global business-driving initiatives Be a liaison between Global PCG Marketing and LCCD Your Qualifications: 2+ years of experience working within data privacy and compliance Demonstrate strong attention to detail and organizational skills. Thrive in a fast-paced environment that demands flexibility and creativity Successfully prioritise 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 Collaborate effectively to advocate for a solution Instill trust while maintaining high levels of autonomy Effectively use critical thinking skills Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As a Global PCG Marketing Operations and Data Privacy Analyst, you will work with teams across Global Private Client Group (PCG) Marketing and get exposure to unique initiatives aimed at driving leads to our Sales group globally, reporting to the Group Manager. You will partner with the Legal Compliance and Communications Department (LCCD) and Enterprise Risk Management (ERM) to improve Global PCG Marketing's operational adherence. You will 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 Ensure Global PCG Marketing campaigns and processes follow data privacy regulations across North America, Europe, Asia-Pacific, and more through ongoing oversight and audits Understand privacy regulations for new international Private Client Group markets and provide guidance on their application to various marketing activities Review and route Global PCG Marketing vendor contracts, gaining insight into global business-driving initiatives Be a liaison between Global PCG Marketing and LCCD Your Qualifications: 2+ years of experience working within data privacy and compliance Demonstrate strong attention to detail and organizational skills. Thrive in a fast-paced environment that demands flexibility and creativity Successfully prioritise 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 Collaborate effectively to advocate for a solution Instill trust while maintaining high levels of autonomy Effectively use critical thinking skills Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to 50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have experience driving multinational growth by creating unique solutions in the martech and adtech space? If so, this MarTech Analyst opportunity may be the perfect fit for you. The Opportunity: As a Marketing Technology Analyst, you will help with the coordination and daily management of marketing tools and platforms used by the marketing department. Reporting to the Marketing Technology Manager, you will coordinate the efforts between marketing and third-party contractors, consultants and internal IT staff to complete projects according to plan. You will work with management and marketing channels to establish a project's goals and oversee quality control throughout its life cycle. The Day-to-Day: Help with ongoing monitoring and enhancements of platforms/tools in the Marketing technology stack, including cross platform integrations and managing technical vendors Configure advertising and marketing technology platforms to support global marketing measurement and activation across digital marketing experiences Communicate business enhancements and modifications - verbally or through written documentation - to senior management, peers, staff and other employees so that issues and solutions are understood Capture and document requirements for system enhancements from global marketing team Conduct trainings and provide technical expertise and support for global marketing Ensure quality, uptime and accuracy of tech stack Qualifications: 3+ years of professional experience in marketing technology or IT; Bachelor's degree or equivalent combination of education and experience Hands-on experience with web analytics, digital content management and marketing automation tools Ability to write and troubleshoot JavaScript, HTML and CSS Familiarity with web debugging tools, CMS, Analytics, A/B testing tools, TMS, Manual/Automated QC, Ad Tech platforms (Facebook for Business, Google Adwords, Tealium) Familiarity with Excel, macros, and SQL scripting/editing Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As an Institutional Content Associate, you'll help drive our global sales and service efforts by specialising in the creation of advanced, custom, and high visibility marketing materials using your understanding of capital markets and data visualisation skills. Institutional marketing materials can range from a finals presentation that highlights our investment process, a client portfolio review, to an internal custom presentation for executive management. You will be reporting to the Team Leader of the Institutional Content team. This role represents an opportunity to directly lead to the growth and retention of firm AUM. The Day-to-Day: Work directly with Sales and Service Professionals, the Portfolio Management Team and executive management to develop prospect, consultant, client and internal presentations, with an emphasis on advanced, new, custom, or otherwise highly visible content Design new material that helps our Sales and Service Professionals in communicating a particular strategy or our current market outlook Diligently ensure error-free deliverables by providing a high level of attention to detail Improve the quality and timeliness of deliverables by refining existing processes or developing new ones Support Team Leader in reviewing/approving/guiding work within the team Your Qualifications: Experience developing visual content/presentations Knowledge in capital markets, investment strategies, and the institutional landscape Experience using Microsoft Suite and InDesign Demonstrated project management skills, as well as the ability to navigate complex environments Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages $27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe. The Opportunity: As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG's RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm's institutional ESG offerings are best positioned to meet current and future client demands. The Day-to-Day: Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement Create external product positioning, value-propositions, and key answers for FI's ESG & Investment process Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences Your Qualifications: 5+ years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US Passionate about both Responsible Investments & asset management Experience using tools from services such as FactSet, Morningstar, and ESG data providers Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development. The Day-to-Day: Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents Partner with the insurance company to complete administrative and operational requests for clients Perform ad-hoc projects and brainstorm process improvements to support a growing department Your Qualifications: A university degree or equivalent combination of education and experience Native French language proficiency and proficiency in English ( Recruitment process will be in English) You are engaging and can connect with a wide array of audiences by phone and email Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn from your setbacks and work towards improvement Eager to work in an autonomous environment to support client needs Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you'll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team. The Opportunity: Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow your sales skills, build relationships within the firm and create your unique career path. The Account Executive position is both a rewarding and engaging role. The Day-to-Day: Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in? Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management Speak to High net worth investors to understand their financial position and suggest relevant next steps Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional Your Qualifications: University graduate or equivalent combination of education and experience Experience selling and passionate about a career in sales You meet challenges head-on. You learn from your setbacks and work towards improvement Eager to work in an energetic, collaborative environment with motivated professionals Experience in finance is helpful but not necessary as full training is provided. Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages $27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe. The Opportunity: As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG's RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm's institutional ESG offerings are best positioned to meet current and future client demands. The Day-to-Day: Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement Create external product positioning, value-propositions, and key answers for FI's ESG & Investment process Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences Your Qualifications: 5+ years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US Passionate about both Responsible Investments & asset management Experience using tools from services such as FactSet, Morningstar, and ESG data providers Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director. Your Qualifications: Consistent and quantifiable individual sales success with stock market investors RDR level 4 qualification 5+ years of success selling to high net worth individuals Quantifiable track record in closing new investor business Motivated mindset to set and reach goals: "money is a measure of success" Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding documented sales ability Optimistic outlook; see failures as opportunities to improve and find solutions High activity orientation and persistent through setbacks Ability to connect with a wide array of audiences through dynamic interpersonal skills Highly ethical and professional Why Fisher Investments Europ e: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: Office Administrators perform several tasks including reception duties, creating courier/shipping labels, sorting packages/documentation, coordinating office inventory, miscellaneous office tasks and assisting with inbound emails. You will report directly to the team manager and periodically, Office Administrators will also be involved with other group projects. The Day-to-Day: Operate front office reception, greeting interviews and clients, ensuring their in-office experience is up to required standards Create courier/shipping labels for packages sent to and from employees and clients Work alongside our Client Operations department sending packages/documentation Coordinate office inventory ensuring stock is maintained in-office Place inventory orders with external vendors Manage our general inbound email inbox, ensuring emails are passed onto an appropriate person to handle Coordinate building access passes for visitors and new employees Handle other miscellaneous office tasks Work alongside our small group of Office Administrators Contribute to group/firm wide projects on an ongoing basis Your role will involve physical tasks, including lifting and moving materials Your Qualifications: Commitment to maintain quality of work while sticking to a timeline Comfort working in an environment that values collaboration Desire to build a career in the investment management industry Manage complexity and coordinate across several departments under strict timelines Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: Our Global Marketing Department is looking for a Senior UX/UI Designer to help shape the next evolution of Fisher's digital experiences - combining strong visual design, emerging media, and AI-enabled applications to create compelling, high-impact experiences for global audiences. Reporting to the Marketing Design and Innovation VP, you will work with other creative professionals within our in-house agency, fishtank. You will partner with designers, copywriters and project managers, as well as internal stakeholders and outside agencies to ensure that deliverables meet business requirements and drive business results. As a Senior UX/UI Designer, you will use your conceptual and technical design abilities to develop strong visual systems and compelling interactive experiences - translating ideas into testable creative that can scale across campaigns and channels. The Day-to-Day: Design digital-first creative and experiential concepts using a combination of leading AI Models, Figma, Adobe Creative Cloud and others, with a strong focus on interactive layouts and compelling experiences for both paid and owned channels. Balance exploratory conceptual work with scalable creative execution, helping prototype new ideas while enabling efficient downstream production. Partner closely with multimedia, design, content, and external partners to translate concepts into expressive visual systems and experience-driven creative. Present new concepts and prototypes to internal stakeholders, clearly articulating design rationale and creative intent. Develop and prototype new creative approaches - including AI-enabled workflows - to test, iterate, and improve performance across digital marketing channels. Rapidly vibe code and prototype concepts using tools like Figma, Framer, or lightweight front-end frameworks to make ideas tangible early. Leverage AI-assisted design tools to accelerate ideation, iteration, and visual exploration - bringing the strongest outputs into production-ready systems. Help identify and refine AI-enabled workflows that enhance creative throughput while maintaining quality. Your Qualifications: 10+ years web UI/UX design experience in a business, corporation, or agency. Experience experimenting with or incorporating AI-enabled tools into the creative process (e.g., generative image tools, rapid prototyping, or workflow augmentation). Comfort working with ambiguous workflows - ability to move from concept to prototype without fully defined briefs. Experience leveraging UI/UX design across digital advertising experiences to maximize conversion opportunities. Proficiency using Figma, Adobe Photoshop, InDesign and Illustrator, among others. Comfortable working in a collaborative, corporate office setting Monday through Friday. Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you'll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team. The Opportunity: Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow your sales skills, build relationships within the firm and create your unique career path. The Account Executive position is both a rewarding and engaging role. The Day-to-Day: Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in? Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management Speak to High net worth investors to understand their financial position and suggest relevant next steps Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional Your Qualifications: University graduate or equivalent combination of education and experience Experience selling and passionate about a career in sales You meet challenges head-on. You learn from your setbacks and work towards improvement Eager to work in an energetic, collaborative environment with motivated professionals Experience in finance is helpful but not necessary as full training is provided. Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business. The Opportunity: As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly. The Day-to-Day: Liaise with external parties to gather information on prospective clients' current investments Prepare resources for prospective client meetings Produce reports of prospective clients' current investments with outside providers Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources Prepare and send resources to current clients Assist in formulating elevations for senior management Run cash flow and portfolio simulations for inclusion in the proposals Contact losing providers for plan information Your Qualifications: Strong oral and written articulation skills Ability to collaborate well within a team Have a will-do attitude, be responsible, accountable and driven Be efficient and coordinated Highly reliable and accurate A keen interest in the financial services industry Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments Europe's Institutional sales efforts across Europe, Middle East, and Africa (EMEA). Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face-to-face, and present to prospective partners. Your efforts will give Fisher the opportunity expand its global presence in emerging markets via partnerships with established financial institutions. The Day-to-Day: Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals and deploy our business development resources and orchestrate the institutional sales process within an assigned territory Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system Cold call, establish relationships, and conduct formal presentations to articulately convey our partnership strategy, client service philosophy, and investment strategies to prospective financial service partners Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities Your Qualifications: At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with financial service firms, investment consultants, and institutional asset owners Ability to set, monitor, and accomplish goals Experience addressing complex challenges managing a broad opportunity set Willingness to travel frequently within an assigned territory Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio Ability to read, analyse, and interpret general business periodicals, professional journals Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Are you a seasoned copywriter ready to take on your next challenge? Are you excited to amplify global marketing for a multi-billion-dollar business? You're in luck. fishtank-Fisher Investments Europe's in-house marketing creative agency-is looking for a Senior Creative Copywriter to join their team! The Opportunity: As a Senior Creative Copywriter, you'll craft compelling content for performance marketing campaigns that help grow our business. Across digital, video, email, print and snail mail, your work will drive action and build meaningful connections with UK and international audiences. You will collaborate with designers, media specialists and strategists to develop fresh content ideas and reimagine existing ones. With a focus on international efforts, you'll be a go-to expert for creative messaging, strategy and data-driven content insights. If you're inspired to use your unique skills to better the investment universe, this is the role for you. Develop your career and unlock endless creative opportunities by applying today. The Day-to-Day: Write copy that inspires action and aligns with creative briefs for digital ads, videos, landing pages, digital UX, email campaigns and the occasional physical mail and print ads Use storytelling techniques to craft engaging scripts for a variety of videos from Reels to longer-form explainers Lead content marketing projects from creative brief to final layout including whitepapers, landing pages, online calculators, digital experiences and creative campaigns Leverage cutting-edge technologies, including generative AI, to spark fresh ideas, sharpen storytelling and scale your writing globally Partner with external agencies and contractors to support high-volume copy output in a fast-paced environment Apply insights from marketing data, consumer research and industry best practices to elevate your writing Proactively pitch content ideas to explore new opportunities for success Use your deep understanding of language and grammar to ensure every pieces is polished and error-free Master and champion the Fisher style guide to ensure all creative aligns with our messaging strategy and resonates with prospective clients' retirement and investing needs Your Qualifications: Have 10+ years' experience with marketing, copywriting or other writing-experience with financial services and investing preferred Demonstrate an understanding of financial services/investing concepts and vocabulary Like to work collaboratively across multiple teams Familiar with tools such as JIRA, Confluence and Figma Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director. Your Qualifications: Consistent and quantifiable individual sales success with stock market investors RDR level 4 qualification 5+ years of success selling to high net worth individuals Quantifiable track record in closing new investor business Motivated mindset to set and reach goals: "money is a measure of success" Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding documented sales ability Optimistic outlook; see failures as opportunities to improve and find solutions High activity orientation and persistent through setbacks Ability to connect with a wide array of audiences through dynamic interpersonal skills Highly ethical and professional Why Fisher Investments Europ e: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into Korean Ad-hoc projects as directed by management Your Qualifications: Korean native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce reports based on the current situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Swedish and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER