Associate Relationship Manager

Job description

Overview The Opportunity: As an Institutional Sales Associate Relationship Manager, you will be an important asset to Fisher Investments’ Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organizations, financial institutions, defined contribution service providers, and multi-employer plans). You will partner with our Senior Sales Relationship Managers 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 information about prospect personnel, decision-making processes, and search activity is...