The Fisher Investments Australasia Pty Ltd ("FIA") Associate Relationship Manager - Sales is a professional level employee responsible, alongside the firm's Sales Relationship Manager, for coverage of institutional prospective clients up to a specific size within a specific territory (e.g. consultants and institutional investors, including but not limited to, corporate and public pension plans, endowments, foundations, hospital organizations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). This person will actively follow up the designated and current leads, build relationships with plan decision makers and/or consultants, meet face to face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment consultants.

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 clients in person Prepares materials, strategizes with senior management and FIA Sales Relationship Managers,



and participates in execution of presentations to win business Explains relevant FIA policies to clients and prospective clients Maintains and updates databases clearly and accurately on communication activity with clients, prospects and consultants Required to travel 30% or more of the time At least 3 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred multi-task and address complex challenges managing a broad opportunity set Solid investment knowledge; We provide clients something different through unmatched service, continuous education and unique perspectives on investing. The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents ~ 20 days of annual leave, in addition to 10 paid holidays ~ 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. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

📌 FIA Associate Relationship Manager - Sales (Sydney)
🏢 Fairygodboss
📍 Sydney