Institutional Sales Relationship Manager

Overview

The Opportunity:

As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments Europe's Institutional sales efforts across Europe, Middle East, and Africa (EMEA). Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face-to-face, and present to prospective partners. Your efforts will give Fisher the opportunity expand its global presence in emerging markets via partnerships with established financial institutions.

The Day-to-Day:

• Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals and deploy our 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 our Customer Relationship Management system
• Cold call, establish relationships, and conduct formal presentations to articulately convey our partnership strategy, client service philosophy, and investment strategies to prospective financial service partners
• Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities

• At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with financial service firms, investment consultants, and institutional asset owners
• Ability to set, monitor, and accomplish goals
• Experience addressing complex challenges managing a broad opportunity set
• Willingness to travel frequently within an assigned territory
• Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes
• 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

• 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