Fisher Investments

The Opportunity: As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations. The Day-to-Day: Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's 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 the firm's proprietary systems Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence Your Qualifications: At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals Fluency in French and English Ability to set, monitor, and accomplish goals Experience addressing complex challenges managing a broad opportunity set Willingness to travel approximately 30% or more of the time Solid investment knowledge; ideally previous institutional investment experience 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

A global investment firm is seeking a Senior Program Manager to lead media planning and buying for offline channels. Ideal candidates have over 8 years of experience in media strategy and budget management, particularly in TV, Radio, and Print. You will collaborate with agency partners to optimize media performance and drive efficient conversions. The firm offers comprehensive benefits including generous health plans, annual leave, and a collaborative work environment. This position is in-office with potential hybrid opportunities.

The Opportunity The Global Media Senior Program Manager is responsible for the brand/direct response media planning/buying management for offline channels for our expansion and international markets. This includes leading and driving the media strategy/planning and stewardship of the buying through our agency partners. In this role, you will be accountable for driving efficient conversions based on annual set metrics and ensuring the appropriate use of media spend. You will work in collaboration with international Brand, Global Marketing Services and Strategy & Planning teams. The Day-to-Day Manage annual media planning and execution, including budgeting, setting core metrics, vendor searches, and ongoing buy optimization and management Manage relationships with external agency partners Work with external agencies and internal research partners to extract channel insights and develop relevant changes to improve channel performance Direct daily operations of media planning, buying, optimization and post buys Lead in the exploration, analysis, and testing of new media opportunities across channels, platforms and countries Using expertise, analyse core metrics and data to continuously optimise media buying and campaigns Identify opportunities and latest media trends that impact our target prospect Present recommendations, reports and findings to senior management Effectively understand the full brand advertising path to purchase (from brand awareness to conversion) Manage the program to ensure the elements are completely and efficiently meeting business requirements Define project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders Assess requirements to deliver program components and sub-components, including implementation of solution, staffing of projects, timelines, budgets, coordination with other departments, stakeholders and vendors Proactively manage changes in program scope, identify potential crises, and devise contingency plans If needed, create and manage vision and scoping documentation, program schedules, project checklists Identify and manage program dependencies and critical paths Coach, mentor, motivate and supervise program team members and contractors, and influence them to take positive action and accountability for their assigned work Develop best practices and tools for program execution and management Your Qualifications University degree or equivalent combination of education/experience 8+ years' experience in offline channels (TV/Radio/Print) and evolving technologies (OTT/Podcasts, Streaming Audio) Recent experience either at a media agency or working with one is ideal Experience strategically managing large pieces of brand or performance media budgets Demonstrated understanding and passion for the full media landscape, particularly TV Experience identifying global target audiences and understanding their media habits and behaviours Proficiency in Excel (can perform complex functions), Word and PPT Demonstrated strength in communication and persuasion, and capacity to problem solve, prioritise, and handle shifting demands and timelines Experience working both independently and in a team-oriented, collaborative environment Track record of reacting to program adjustments and alterations promptly and efficiently Experience interfacing with different departments and eliciting cooperation from a wide variety of sources, including senior management, internal clients, and other departments Strong familiarity with change management and independently finding creative solutions 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 German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations. The Day-to-Day: Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's 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 the firm's proprietary systems Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence Your Qualifications: At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals Fluency in German and English Ability to set, monitor, and accomplish goals Experience addressing complex challenges managing a broad opportunity set Willingness to travel approximately 30% or more of the time Solid investment knowledge; ideally previous institutional investment experience 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

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