Carson Wealth Fee Structure Jobs in Usa
4,853 positions found — Page 12
M
RN Case Manager (Fee For Service)
🏢 MJHS
12.50
Our groundbreaking hospice and palliative care programs offer a broad range of services in facilities and the community to help patients and their families ease the burden of managing a life-limiting illness or end-of- life care.
In this field based position, you will visit MJHS Hospice and Palliative Care patients to perform both physical and psychosocial assessments and electronically document visit occurrences. Patient visits will be made in both community and facility settings. As the Hospice Field Case Manager, you will develop and implement nursing plans of care and make recommendations for care based on patients' needs. As needed, you will contact the patient's physician to request written orders to facilitate plan of care changes. In addition, you will also supervise, train and evaluate home health aides and homemakers working with our hospice patients.
Rate is $100/visit
- Associates/Diploma from an accredited school of Nursing; BSN preferred
- At least two years experience in medical-surgical, community health, and/or oncology nursing preferred
- Proficiency with Word and Excel preferred
- New York State RN licensure and valid NYS driver's license required
- Experience working within an interdisciplinary team environment
- Effective communication, listening and teaching skills
- Ability to input clinical data proficiently
- Mandarin/Cantonese is a must
permanent
Registered Nurse (RN) - Sign On Bonus
✦ New
Salary not disclosed
Sign On Bonus of $7,500 for Full Time
Are you a critical thinker, a skilled communicator and passionate about caring for seniors? Are you seeking career advancement? As a Registered Nurse (RN) at The Laurels of Carson City, you have the opportunity to use your nursing skills and become a leader.
The Laurels of Carson City offers one of the leading employee benefit packages in the industry. Our benefits include:
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Health insurance- Medical, Dental, Vision
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401K with matching funds
-
Paid time off
-
Paid holidays
When you work as a Registered Nurse (RN) with the The Laurels of Carson City, you will join an experienced, hard-working team that values communication and collaboration. Why just work when you can help shape a legacy?
Responsibilities
The Registered Nurse plans, coordinates, provides and manages nursing care, services and health education to nursing home guests.
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Supervise the care/services provided by the LPNs, CNAs/STNAs and other team members who care for guests.
-
Provide safe and accurate medication-related interventions to guests.
-
Assess the health of guests and notify the physician of changes in status; promptly implement new orders.
-
Develop a plan of care based on assessment, implementing nursing care.
-
Select and institute appropriate nursing interventions to stabilize a guest’s condition and/or prevent complications.
-
Contribute to guest assessments (MDS/CAA’s) and the development of a plan of care.
Qualifications
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1-3 years of experience in a long-term care setting preferred
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Current Registered Nurse (RN) licensure in the state
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CPR certification
About Ciena Healthcare
Ciena Healthcare is Michigan’s largest provider of skilled nursing and rehabilitation care services.
We serve our residents with compassion, concern, and excellence, believing that every one of them is a unique person who deserves our best each day that we care for them. If you have a passion for improving the lives of those around you and working with others who feel the same way, Ciena is the place for you!
IND123
#signon
Are you a critical thinker, a skilled communicator and passionate about caring for seniors? Are you seeking career advancement? As a Registered Nurse (RN) at The Laurels of Carson City, you have the opportunity to use your nursing skills and become a leader.
The Laurels of Carson City offers one of the leading employee benefit packages in the industry. Our benefits include:
-
Health insurance- Medical, Dental, Vision
-
401K with matching funds
-
Paid time off
-
Paid holidays
When you work as a Registered Nurse (RN) with the The Laurels of Carson City, you will join an experienced, hard-working team that values communication and collaboration. Why just work when you can help shape a legacy?
Responsibilities
The Registered Nurse plans, coordinates, provides and manages nursing care, services and health education to nursing home guests.
-
Supervise the care/services provided by the LPNs, CNAs/STNAs and other team members who care for guests.
-
Provide safe and accurate medication-related interventions to guests.
-
Assess the health of guests and notify the physician of changes in status; promptly implement new orders.
-
Develop a plan of care based on assessment, implementing nursing care.
-
Select and institute appropriate nursing interventions to stabilize a guest’s condition and/or prevent complications.
-
Contribute to guest assessments (MDS/CAA’s) and the development of a plan of care.
Qualifications
-
1-3 years of experience in a long-term care setting preferred
-
Current Registered Nurse (RN) licensure in the state
-
CPR certification
About Ciena Healthcare
Ciena Healthcare is Michigan’s largest provider of skilled nursing and rehabilitation care services.
We serve our residents with compassion, concern, and excellence, believing that every one of them is a unique person who deserves our best each day that we care for them. If you have a passion for improving the lives of those around you and working with others who feel the same way, Ciena is the place for you!
IND123
#signon
permanent
Licensed Practical Nurse (LPN) - Sign On Bonus
✦ New 🏢 The Laurels of Carson City
Salary not disclosed
Sign On Bonus of $5,000 for Full Time
Want to make a difference in someone’s life every day? As a nurse with The Laurels of Carson City, you will work as part of a team providing skilled nursing and short-term rehabilitation care to our valued guests. If you have patience, compassion and a desire to care for guests in a gentle and empathetic way, you will love this role.
The Laurels of Carson City offers one of the leading employee benefit packages in the industry. This includes:
-
Health insurance- Medical, Dental and Vision
-
401K with matching funds
-
Paid time off
-
Paid holidays
When you work with The Laurels of Carson City, you will join an experienced, hard-working team that values communication and collaboration.
Why just work when you can help shape a legacy?
Responsibilities
The Licensed Practical Nurse (LPN) plans, coordinates, provides and manages nursing care services and health education to nursing home guests.
-
Supervise the care/services provided by Certified Nursing Assistants (CNA)/State-Tested Nursing Assistants (STNA) and other team members who care for guests.
-
Provide safe and accurate medication-related interventions to guests.
-
Assess the health of guests and notify the physician of changes in status. Promptly implement new orders.
-
Select and institute appropriate nursing interventions to stabilize a guest’s condition and/or prevent complications.
-
Contribute to the guest’s assessment (MDS/CAA’s) and the development of a plan of care.
Qualifications
-
1-3 years of experience in a long-term care setting preferred
-
Current Licensed Practical Nurse (LPN) licensure in the state
-
CPR certification
About Ciena Healthcare
Ciena Healthcare is Michigan’s largest provider of skilled nursing and rehabilitation care services.
We serve our residents with compassion, concern, and excellence, believing that every one of them is a unique person who deserves our best each day that we care for them. If you have a passion for improving the lives of those around you and working with others who feel the same way, Ciena is the place for you!
IND123
#signon
Want to make a difference in someone’s life every day? As a nurse with The Laurels of Carson City, you will work as part of a team providing skilled nursing and short-term rehabilitation care to our valued guests. If you have patience, compassion and a desire to care for guests in a gentle and empathetic way, you will love this role.
The Laurels of Carson City offers one of the leading employee benefit packages in the industry. This includes:
-
Health insurance- Medical, Dental and Vision
-
401K with matching funds
-
Paid time off
-
Paid holidays
When you work with The Laurels of Carson City, you will join an experienced, hard-working team that values communication and collaboration.
Why just work when you can help shape a legacy?
Responsibilities
The Licensed Practical Nurse (LPN) plans, coordinates, provides and manages nursing care services and health education to nursing home guests.
-
Supervise the care/services provided by Certified Nursing Assistants (CNA)/State-Tested Nursing Assistants (STNA) and other team members who care for guests.
-
Provide safe and accurate medication-related interventions to guests.
-
Assess the health of guests and notify the physician of changes in status. Promptly implement new orders.
-
Select and institute appropriate nursing interventions to stabilize a guest’s condition and/or prevent complications.
-
Contribute to the guest’s assessment (MDS/CAA’s) and the development of a plan of care.
Qualifications
-
1-3 years of experience in a long-term care setting preferred
-
Current Licensed Practical Nurse (LPN) licensure in the state
-
CPR certification
About Ciena Healthcare
Ciena Healthcare is Michigan’s largest provider of skilled nursing and rehabilitation care services.
We serve our residents with compassion, concern, and excellence, believing that every one of them is a unique person who deserves our best each day that we care for them. If you have a passion for improving the lives of those around you and working with others who feel the same way, Ciena is the place for you!
IND123
#signon
permanent
T
MDS Nurse
✦ New
Salary not disclosed
Are you an experienced nurse who wants to remain clinically involved in patient care without being a bedside nurse? Are you organized, efficient, and able to manage your own work with autonomy? MDS nursing at The Laurels of Carson City may be just what you're looking for!
Laurel Health Care Company offers one of the leading employee benefit packages in the industry, including health insurance, 401K with matching funds, paid time off and paid holidays. When you work with Laurel Health Care Company, you will join an experienced, hard-working team that values communication and strong teamwork abilities.
Responsibilities:
The Care Management Nurse, MDS Nurse works the RAI process and conducts assessments and care plan coordination for those residents assigned. Some responsibilities of the MDS nurse include:
- Completes the MDS, CAA’s and care plans within regulated time frames.
- Assesses resident through physical assessment, interview and chart review.
- Discusses resident care needs with care givers, including physician, nursing, social services, therapy, dietary, and activity staff.
- Reviews information from hospital, consults and outside agencies and uses such information in the completion of the assessment and care planning.
- Coordinates, identifies, and/or initiates significant change MDS’
- Is prepared to conduct PPS meetings maintaining MDS assessments per Medicare schedule and maintains PPS board for monitoring of Medicare days and RUGs utilization in the absence of the Care Management Coordinator
- Remains current with the American Association of Nursing Assessment Coordinators (AANAC) requirements.
Qualifications:
- Registered Nurse
- AANC certification a plus. RAC-CT
- Knowledge of the Resident Assessment Instrument (RAI) process, including the principles the Prospective Payment Process (PPS) strongly preferred.
- Experience as an MDS Nurse
About Laurel Health Care
Laurel Health Care Company is a national provider of skilled nursing, subacute, rehabilitative, and assisted living services dedicated to achieving the highest standards of care.
At The Laurels, caring is more than providing excellent medical and guest services. It's also being a companion, and treating each guest with the utmost dignity, respect and compassion. It's what we call "The Laurel Way of Caring", and it comes from within each one of us.
IND123
permanent
E
Trusts & Estates Associate Attorney
🏢 Engtal
Salary not disclosed
A well-established Midwestern law firm is seeking a Trusts & Estates Associate (3+ years) to join its growing private client practice in the Milwaukee area.
This role focuses on advising high-net-worth individuals and families on sophisticated estate planning and wealth transfer strategies. The group works on a broad range of matters including estate planning, tax-efficient wealth transfer structures, and related private client advisory work.
Requirements
- 3+ years of Trusts & Estates / estate planning experience
- Experience working with high-net-worth clients
- JD from an accredited law school
- Licensed in Wisconsin or ability to waive into the WI bar
- Strong academic background
This is an excellent opportunity to join a well-respected firm with a strong private client platform and a collaborative team environment.
Not Specified
S
Personal Injury Litigation Attorney
Salary not disclosed
Personal Injury Litigation Attorney - Houston
About the Role:
Our client, a nationally ranked midsize law firm, is seeking a strong Personal Injury Litigation Attorney to support and help build out their growing team. This is an exceptional opportunity for an attorney who wants meaningful responsibility, leadership potential, and the ability to influence the structure and direction of a practice group.
What We’re Looking For
- Experience Required: 2 to 5 years of PI (either plaintiff or defense) experience. No trial experience required.
Compensation
- Salary Range for the role: 100k to 150k + bonus
- Attorney‑fee structure available — compensation can shift based on your preference (higher guaranteed base with lower fees or lower base with higher fee participation).
- Full benefits package, bonus opportunities, and a clearly defined path for professional growth and leadership within the firm.
Interested?
Our client is actively interviewing for this position. Please apply to be considered or reach out directly for a confidential discussion.
Not Specified
Marketing Data & Analytics Analyst
$10,000
The Opportunity:
Fisher Investment Europe's Global Marketing Group is the lead generation engine for the European Private Client Group, and the Marketing Data & Analytics Team plays a critical role in that process. In this position, you will help guide key decisions while assessing performance.
As a Marketing Data & Analytics Analyst, you will help maintain the flow of data through the department, provide timely analysis and reporting to all levels of Marketing stakeholders, and assist in ad hoc requests and long-term developments. Utilizing skills in SQL, Excel, VBA, PowerBI, and more, you will build reporting and hone your project management skills to support infrastructure improvements. You will also learn how to critically assess problems and opportunities to improve bottom-line results.
Performance will be judged on the ability to solve problems, communicate, and assist internal clients and all other teams in Global PCG Marketing.
The Day-to-Day:
* Work with Marketing management to support all phases of Marketing efforts
* Build and maintain daily reporting for global Marketing teams
* Build and automate new and existing processes
* Understanding the "why" and "how" of department data flow
* Communicate clearly by distilling information down for a non-technical audience
* Provide data-driven analysis and insights to optimize campaign performance
* Collaborate with other analysts, Marketing managers, and database developers on both strategic initiatives and ongoing data infrastructure enhancement projects
* Manage ad-hoc data requests to help meet a variety of needs such as troubleshooting data oddities, QA'ing, modeling, and more
Your Qualifications:
* 2+ years Marketing Data Analytics experience
* Strong proficiency in SQL, Excel, PowerBI, and relational databases
* Attention to detail and a history of managing complexity
* Demonstrated leadership and self-direction; capacity for learning new skills and a willingness to share knowledge and teach others
* Ability to communicate both technical and non-technical insights to all levels of management
* Strong project management skills
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
* 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. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investment Europe's Global Marketing Group is the lead generation engine for the European Private Client Group, and the Marketing Data & Analytics Team plays a critical role in that process. In this position, you will help guide key decisions while assessing performance.
As a Marketing Data & Analytics Analyst, you will help maintain the flow of data through the department, provide timely analysis and reporting to all levels of Marketing stakeholders, and assist in ad hoc requests and long-term developments. Utilizing skills in SQL, Excel, VBA, PowerBI, and more, you will build reporting and hone your project management skills to support infrastructure improvements. You will also learn how to critically assess problems and opportunities to improve bottom-line results.
Performance will be judged on the ability to solve problems, communicate, and assist internal clients and all other teams in Global PCG Marketing.
The Day-to-Day:
* Work with Marketing management to support all phases of Marketing efforts
* Build and maintain daily reporting for global Marketing teams
* Build and automate new and existing processes
* Understanding the "why" and "how" of department data flow
* Communicate clearly by distilling information down for a non-technical audience
* Provide data-driven analysis and insights to optimize campaign performance
* Collaborate with other analysts, Marketing managers, and database developers on both strategic initiatives and ongoing data infrastructure enhancement projects
* Manage ad-hoc data requests to help meet a variety of needs such as troubleshooting data oddities, QA'ing, modeling, and more
Your Qualifications:
* 2+ years Marketing Data Analytics experience
* Strong proficiency in SQL, Excel, PowerBI, and relational databases
* Attention to detail and a history of managing complexity
* Demonstrated leadership and self-direction; capacity for learning new skills and a willingness to share knowledge and teach others
* Ability to communicate both technical and non-technical insights to all levels of management
* Strong project management skills
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
* 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. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
French Marketing Associate
🏢 Fisher Investments
$10,000
Are you fluent in the French language? Do you understand the French culture? If you are looking for opportunities for personal and professional development, the French Marketing Associate role at Fisher Investments Europe may be just the right opportunity for you!
The Opportunity:
Our Global Marketing department is looking for an International Marketing Associate focused on the French market to join our team in London. Reporting directly to Marketing Manager, you will work with other international marketers in addition to a variety of internal departments and outside agencies. As a French Marketing Associate, you will use your existing knowledge of the French market and your analytical mindset to execute campaigns that represent our brand and drive results.
The Day-to-Day:
* Support country teams in launching and optimizing digital and traditional campaigns focused on lead generation, quality, and ROI
* Develop and deliver localized creative briefs to the in-house agency; present quarterly creative strategies to senior management
* Partner with the International Digital Media Team to analyse daily performance and conduct creative testing for continuous improvement
* Oversee essential workflows, including JIRA ticketing, contract coordination, GDPR compliance, and translation requests
* Execute competitor and market research to ensure campaigns align with local social and political trends
* Work closely with content teams and external agencies to ensure brand consistency and technical accuracy (e.g., click tags, call centre setups)
Your Qualifications:
* University degree or equivalent combination of education/experience
* Fluency in English and French
* Have a keen interest in learning more about marketing
* Local knowledge of French media landscapes
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
* 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. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
Our Global Marketing department is looking for an International Marketing Associate focused on the French market to join our team in London. Reporting directly to Marketing Manager, you will work with other international marketers in addition to a variety of internal departments and outside agencies. As a French Marketing Associate, you will use your existing knowledge of the French market and your analytical mindset to execute campaigns that represent our brand and drive results.
The Day-to-Day:
* Support country teams in launching and optimizing digital and traditional campaigns focused on lead generation, quality, and ROI
* Develop and deliver localized creative briefs to the in-house agency; present quarterly creative strategies to senior management
* Partner with the International Digital Media Team to analyse daily performance and conduct creative testing for continuous improvement
* Oversee essential workflows, including JIRA ticketing, contract coordination, GDPR compliance, and translation requests
* Execute competitor and market research to ensure campaigns align with local social and political trends
* Work closely with content teams and external agencies to ensure brand consistency and technical accuracy (e.g., click tags, call centre setups)
Your Qualifications:
* University degree or equivalent combination of education/experience
* Fluency in English and French
* Have a keen interest in learning more about marketing
* Local knowledge of French media landscapes
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
* 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. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Private Client Director
🏢 Fisher Investments
$10,000
The Opportunity:
As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.
Your Qualifications:
* Consistent and quantifiable individual sales success with stock market investors
* RDR level 4 qualification
* 5+ years of success selling to high net worth individuals
* Quantifiable track record in closing new investor business
* Motivated mindset to set and reach goals: "money is a measure of success"
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional
Why Fisher Investments Europ e:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.
Your Qualifications:
* Consistent and quantifiable individual sales success with stock market investors
* RDR level 4 qualification
* 5+ years of success selling to high net worth individuals
* Quantifiable track record in closing new investor business
* Motivated mindset to set and reach goals: "money is a measure of success"
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional
Why Fisher Investments Europ e:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
French Institutional Sales Relationship Manager
🏢 Fisher Investments
$10,000
The Opportunity:
As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager 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, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence
Your Qualifications:
* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in French and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* 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
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager 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, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence
Your Qualifications:
* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in French and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* 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
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 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
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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