Fisher Investments

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: As an Italian-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 Italian 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 Global Marketing Department uses high-quality creative, industry-leading content, targeted consumer insights, and sophisticated lead generation programs to help fuel growth for our Private Client Group (PCG). The Global Marketing Services Group (GMS) includes Fisher Investments' internal creative agency, fishtank, which develops new and different creative concepts and formats for online ads, interactive calculators, web pages, direct mail, print ads, TV, and much more to lead marketing performance. The Opportunity: As Global Marketing Services Project Manager you will be part of fishtank's operational and project management team and will oversee the coordination and completion of creative projects and new plans. You will collaborate with the various marketing teams to understand partner needs and our goals, brainstorm creative solutions, and carry projects through completion. You will help make sure projects are completed on time and according to our requirements. The Day-to-Day: Oversee all aspects of assigned projects to support Marketing goals: lead brainstorm meetings, set deadlines, assign responsibilities and monitor/summarize progress of projects Communicate regularly with main project partners Manage workflow and prioritize projects and tasks Engage with internal and external creative resources Manage communications, timelines, feedback, and budget Analyse creative results and identify opportunities to improve existing creative tests based on performance for various channels Ensure creative collateral has received the appropriate approvals and reviews before delivering to the final user Follow appropriate procedures as they relate to create development and archival Your Qualifications: 3+ years' work experience Experience managing complex projects and enjoy leading projects forward Results focused and have a proven record of hitting deadlines Have expertise working independently on projects but can also excel in a highly collaborative environment 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-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

The Regional Junior Sales Associate (JA) will provide support and assistance to the Regional Sales Associate team throughout the year, particularly during high volume periods. The JA will be responsible for helping members of the team with administrative tasks and help deal with requests from our Private Clients Directors. The JA role will typically run for a 3 month period, dependent on business need and it is an onsite role in our office in Canary Wharf. The Opportunity: Through hands-on experience, training and mentorship, your personal development in the role is exponential. Surrounded by professionals, you will grow your support skills, build relationships within the firm and earn an opportunity to create your own career path. The Junior Associate position is both a rewarding and challenging role. Individuals who typically succeed in this role have the will to work and excel in merit-based environments. No experience is needed, so if you feel you might have what it takes-let us know! The Day-to-Day: Assist RSAs in working with external parties to gather information on prospective clients' current investments Prepare resources for prospective client meetings Use Morningstar software to produce reports of prospective clients' current investments with outside providers Help review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources Prepare and send resources to current clients Your Qualifications: Relationship-building skills Works well in a team-oriented setting Responsible and accountable Highly reliable and accurate 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 A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions 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 Support Associate, you will be an important asset to Fisher's Institutional sales efforts in Europe. Your efforts will include calling and emailing decision makers on asset pools ranging from £80MM to £10B to introduce our firm and set meetings for our elite outside sales team (Sales Relationship Managers). You will partner with a Sales RM to oversee and build their territory. Some leads will have a long-standing history and you will focus on maintaining that relationship. Some leads will have an unknown point of contact and you will use sleuthing tools like LinkedIn to identify the key decision makers and get our foot in the door. Prospecting is just one part of the role. Your work also involves ownership of multiple projects, providing top-notch service and reporting to your RMs, reviewing industry publications for news about our prospective clients, and more. With a handful of exciting expansion projects always happening within FIIG, your days will always include new and challenging tasks. Thanks to your contributions, Fisher will meet with decision makers at some of the world's largest pensions, foundations, endowments and corporations and vie for the business of managing their assets! The Day-to-Day: Call and email decision makers on asset pools ranging from £80MM to £10B to introduce our firm You will partner with a combination of tenured professional sales and support staff to oversee and build their territories by helping them set meetings Maintain our current long-lasting relationships with sales leads Utilise tools like LinkedIn to identify important decision makers Oversee several projects, providing top-notch service to your Sales Relationship Manager Review industry publications for news about our prospective clients, and more Your Qualifications: University graduate or relevant experience track record in sales Basic understanding of the industry is helpful but not necessary as full training is provided Motivated and independent Desire and ability to work in an ambitious, dynamic and professional team environment 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 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: 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 an Institutional Sales Support Associate, you will be an important asset to Fisher's Institutional sales efforts in Europe. Your efforts will include calling and emailing decision makers on asset pools ranging from £80MM to £10B to introduce our firm and set meetings for our elite outside sales team (Sales Relationship Managers). You will partner with a Sales RM to oversee and build their territory. Some leads will have a long-standing history and you will focus on maintaining that relationship. Some leads will have an unknown point of contact and you will use sleuthing tools like LinkedIn to identify the key decision makers and get our foot in the door. Prospecting is just one part of the role. Your work also involves ownership of multiple projects, providing top-notch service and reporting to your RMs, reviewing industry publications for news about our prospective clients, and more. With a handful of exciting expansion projects always happening within FIIG, your days will always include new and challenging tasks. Thanks to your contributions, Fisher will meet with decision makers at some of the world's largest pensions, foundations, endowments and corporations and vie for the business of managing their assets! The Day-to-Day: Call and email decision makers on asset pools ranging from £80MM to £10B to introduce our firm You will partner with a combination of tenured professional sales and support staff to oversee and build their territories by helping them set meetings Maintain our current long-lasting relationships with sales leads Utilise tools like LinkedIn to identify important decision makers Oversee several projects, providing top-notch service to your Sales Relationship Manager Review industry publications for news about our prospective clients, and more Your Qualifications: University graduate or relevant experience track record in sales Basic understanding of the industry is helpful but not necessary as full training is provided Motivated and independent Desire and ability to work in an ambitious, dynamic and professional team environment 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 Program Vice President - FIE PMG Strategic Initiatives is responsible for driving enhancements to existing processes leveraging optimization and risk model technology while aiming to seek additional use cases and processes that would benefit from solution use. They will work with other leaders across PMG, PCG, PCGI, and FIIG to identify opportunities and compare and contrast methodology considerations for production implementation. This may include identifying gaps and opportunities in current state operation and formulating recommendations for new capabilities and processes in close alignment with business leadership. Responsibilities include collaborating across multiple functional groups including Strategic Initiatives, PMG level groups, and EVP level verticals across the firm. Expectations include realizing measurable outcomes, utilizing critical thinking, independent action, and proactively aligning efforts amongst peers, third party consultants, and leaders across all involved functions. They will lead the incubation and initiation of projects and will mentor and coach other team members to carry out testing and support of analysis and recommendations. The Day-to-Day: Provides strategic leadership and subject matter expertise for highly complex programs that cross multiple business units / functional areas in the areas of risk and portfolio construction. Manages large and complex programs (or multiple smaller projects) end-to-end and is responsible for successful delivery of the intended measurable outcomes and value proposition Thinks strategically and drives innovation to assess business needs, determine solutions, and implement new programs to solve, improve, or create significant benefits or opportunities for the Firm Develops best practices and tools for program execution and management Owns relationships with key stakeholders representing all departments impacted by the program which may include IT, LCD, Human Capital, Third Party Vendors, and Business Units Creates and/or oversees training materials development for functional areas and/or other business units Coaches, mentors, and trains program team members on program-specific knowledge and products Creates, implements and oversees initiatives to ensure compliance with policies and procedures Identifies, builds and tracks applicable metrics to evaluate success and determine areas for improvement and areas of opportunity Regularly interacts with other senior leaders and staff regarding matters of significance to the area of responsibility Additional responsibilities may include: Analyse what is achievable in production solutions at scale and ensure research and testing is designed to make the best use of available capabilities Prioritize and communicate to partner vendors the importance of new feature enhancements that have significant impact on the quality of solutions provided Organize adequate research and testing, communicating the results to guide production rollout and continued strategy optimization settings for ongoing production Contribute to training and education of Fisher employees on the solutions recommended during roll out and ongoing production use. Your Qualifications: University Degree or equivalent combination of education and experience required Minimum of 10 years of experience leading and/or developing investment/portfolio related programs Minimum of 10 years of experience working with optimization and/or risk model technology Ability to elicit cooperation from a wide variety of sources including senior management, internal clients, and other departments paired with excellent oral and written communication skills Ability to identify needs and design effective solutions Ability to set policies/procedures on a group level Experience at working both independently and in a team-oriented, collaborative environment Comfortable and experienced in working in an environment of shifting priorities, demands, and timelines Highly-developed analytical and problem-solving ability Exceptional time management and organizational 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: 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 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

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 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 Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies. The Day-to-Day: Lead portfolio reviews for clients and related partners Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook Become the expert on your assigned clients and their investment goals Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects Anticipate and fulfill client requests, identify opportunities and threats for each client Identify cross-sell and addition opportunities for Sales Relationship Managers Create customised action plans for each client to further build relationships and minimise risks Your Qualifications: At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry Strong capital markets knowledge Fluency in English, additional language skills an asset Committed to maintain quality of work while sticking to self-imposed timelines Engage with a wide array of audiences by phone, email and in person and also values collaboration Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies Enjoy travelling 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 We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. 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 Norwegian Ad-hoc projects as directed by management Your Qualifications: Norwegian 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