Fisher Investments

Compensation

Full Description

Job Title: VP Client Services Company Overview: Fisher Investments is a privately-held, multi-billion dollar global investment firm dedicated to putting clients first. With a strong commitment to personalized service and innovative financial solutions, we empower clients to achieve their long-term financial goals. Our team thrives in a collaborative, growth-oriented environment that values integrity and excellence. Role Overview: As the VP Client Services, you will lead a dynamic team focused on delivering exceptional client experiences and driving sales growth. This role is 100% focused on sales with a unique advantage of qualified leads provided, eliminating the need for cold calling. You will play a critical role in expanding our client base and fostering lasting relationships. What You'll Do: - You will lead and mentor a high-performing client services team to achieve sales targets and deliver outstanding client support. - You will manage and nurture client relationships to ensure satisfaction and retention. - You will leverage qualified leads to drive new business opportunities and revenue growth. - You will collaborate with internal teams to develop tailored investment solutions that meet client needs. - You will analyze market trends and client feedback to continuously improve service offerings. - You will oversee the sales process from lead engagement to closing, ensuring a seamless client experience. - You will report on sales performance and client metrics to senior leadership. - You will champion a client-first culture that aligns with Fisher Investments’ values. What You Bring: - Minimum of 7 years of experience in financial services sales or client management. - Proven track record of leading sales teams and achieving revenue goals. - Strong knowledge of investment products and financial markets. - Excellent communication, negotiation, and interpersonal skills. - Ability to work independently in a fully remote environment. - Proficiency with CRM software and sales analytics tools. Bonus Points If You Have: - Experience working in a global investment firm. - Background in wealth management or portfolio advisory. - Advanced certifications such as CFA, CFP, or similar. - Demonstrated success in managing remote teams. What We Offer: - We offer a fully remote work environment with flexible scheduling. - We offer competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance. - We offer professional development opportunities and clear promotion paths. - We offer a supportive and inclusive company culture focused on growth. Ready to Apply? To join our team as VP Client Services, please submit your resume and cover letter through our careers page at www.fisherinvestments.com/careers. We look forward to learning how you can contribute to our client-first mission.