Vice President – Senior Relationship Manager (Family Office) recruitment
FISHER INVESTMENTS is a privately-held investment management firm headquartered in the San Francisco Bay Area managing portfolios for high-net-worth private clients and some of the world's preeminent institutions. We've grown significantly over the past decade and are now searching for highly talented individuals to join our dynamic team.
Vice President - Senior Relationship Manager, Sales (Family Office) is the team member responsible for coverage of Family Office prospects in the United States. Vice Presidents independently manage their time to develop a strategic plan to cover their sales territory. They are responsible for all aspects of the sales process.
Duties and Responsibilities:
- Interface with institutional team members to efficiently manage and deploy the firm's business development resources and orchestrate the sales process to Family Offices.
- Conduct marketing activities to identify and develop relationships with Family Office prospects.
- Regularly update information regarding prospect personnel and ensure accuracy of the investment search activity is recorded in the firm's customer relationship manager software system.
- Conduct formal presentations conveying the firm's investment philosophy and strategies to Family Office prospects, and as appropriate, their investment consultants.
- Prepare materials, strategize with senior management, and participate in execution of presentations to win new business.
Qualifications:
- Bachelor's degree or equivalent combination of education/experience.
- Must be competitive and self-motivated-ability to set, monitor, and accomplish goals.
- Ability to work effectively and efficiently in a team-environment.
- Willingness to travel approximately 50% of the time.
- Solid investment knowledge; previous Family Office/ultra high net worth sales experience preferred.
- Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error and Information Ratio.
- Ability to read, analyze, and interpret general business periodicals, professional journals.
Benefits:
- Competitive compensation package.
- Full medical, dental, vision benefits.
- 401(k) plan with company match.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER