Associate Relationship Manager – Strategic Partnerships

Fisher Investments • Tampa, FL

10d • Onsite

About The Position

The Associate Relationship Manager - Strategic Partnerships works in the office and is a professional level employee responsible, alongside the firm’s Senior Sales Professionals, for coverage of strategic partnership prospects within a specific territory (e.g. brokers, banks, and insurance firms located in Latin America and Asia). This person will actively research and identify potential strategic partners, set and conduct meetings, build relationships with decision makers, meet face to face, and present to financial institutions to help develop strategic partnerships.
All positions assigned to a corporate office location are required to work in an open office environment for supervision, coaching, development, mentoring, team building, culture reinforcement, quality control, efficiency, regulatory, risk management, confidentiality, and information security reasons.

Requirements

• Highly proficient in Spanish is a requirement. Proficient in Portuguese as well is a plus
• Required to travel 51% or more of the time
• At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred
• Competitive and self-motivated—ability to set, monitor, and accomplish goals
• Resourceful and organized—ability to work smart; multi-task and address complex challenges managing a broad opportunity set
• Solid investment knowledge; previous Institutional investment experience preferred
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyze, and interpret general business periodicals, professional journals

Nice To Haves

• Proficient in Portuguese as well is a plus
• At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred
• Solid investment knowledge; previous Institutional investment experience preferred

Responsibilities

• Interfaces 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 assigned territory
• Travels to meet with prospective partners in person
• Ensure accurate, regularly updated information regarding prospect personnel, decision-making processes, and search activity is recorded in the firm’s proprietary systems
• Cold calls to establish contacts and arrange prospect meetings
• Conducts formal presentations to articulately convey the firm’s partnership philosophy and investment strategies to prospects
• Prepares materials, strategize with senior management and FI Sales Professionals, and participate in execution of presentations to win business
• Explains relevant FI policies and philosophy to prospective partners
• Maintains and updates databases clearly and accurately on communication activity with prospective partners
• Operates and represents FI with the highest level of integrity and work ethic
• Works onsite, under direct supervision, in a team-based and open office environment

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed