Sales Jobs in Murphy, TX
121 positions found — Page 8
D
Technical Project Manager
Salary not disclosed
Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.
Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones SustainabilityTM Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.
Job Title: Technical Project Manager – Data Center Power/Thermal
Location: Plano, Department: Data Center SBP
We are looking for a skilled Technical Project Manager – Data Center Power/Thermal to lead power and cooling infrastructure projects, providing technical oversight, managing cross-functional teams, and ensuring project success from inception to completion.
Key Responsibilities:
- Project Leadership & Execution: Plan, manage, and oversee power/thermal infrastructure projects from inception to completion, ensuring timely delivery and quality standards are met.
- Technical Oversight: Apply expertise in power supply, power distribution, and thermal management to guide technical decisions, validate designs, and optimize system performance.
- Stakeholder Management: Serve as primary technical contact person for strategic customers and internal teams. Coordinate with sales, engineering, and service teams to drive project success.
- Site Management & Quality: Conduct site evaluations, oversee installation quality, and ensure compliance with specifications and standards. Position requires up to 30% travel.
- Financial Management: Develop and control project budgets, track expenses, maintain target margins, and implement risk mitigation strategies to ensure project success.
- Vendor Coordination: Build and manage supplier relationships, evaluate proposals, and optimize procurement strategies to enhance project efficiency and value.
- Project Controls: Maintain comprehensive project documentation, oversee technical submittals, and provide regular updates on project performance and financial metrics.
Required Qualifications:
- Education: Bachelor's degree in Mechanical or Electrical Engineering (or equivalent experience)
- Experience: 5 years or more managing power infrastructure or mission-critical facility projects
- Technical Knowledge: Demonstrated experience with:
- Power supply and power distribution
- Cooling systems and thermal management
- Energy efficiency optimization
- Data center operations
- Tools: MS Office Suite and proficiency in project management software (Procore, MS Project, Jira, or similar)
- Leadership: Proven ability to manage cross-functional teams and engage diverse stakeholders
- Skills: Strong analytical and problem-solving capabilities with ability to adapt to changing priorities
Preferred Qualifications:
- Experience in supporting colocation, hyperscale, enterprise data center business
- Professional Certifications: PMC, PE, DCEP, or ATD
- Knowledge: Familiarity with New Product Introduction (NPI) processes
Salary is within 120-150k along with Bonus
Not Specified
N
Sales Coordinator
Salary not disclosed
Notes: 3 month project, could extend based on need.
Volume assistance on claims Advanced excel skills needed (vlookup, math functions, etc) Salesforce experience preferred 8-5 on site Monday through Friday Supporting sales team (1-2 sales people).
Could speak with both customers and internal stakeholders Summary Provides general administrative support for sales, marketing, and promotional activities.
Coordinates with customers and field sales teams, manages office operations, and supports data, reporting, and documentation needs.
Key Responsibilities • Provide daily administrative support to sales and marketing programs.
• Coordinate with customers and field personnel; respond to routine inquiries.
• Organize meetings, events, and office activities.
• Maintain office supplies, computer inventory, and sales literature stock.
• Compile data and perform standard calculations for reports.
• Maintain accurate customer records and assist with customer issue resolution.
• Communicate with cross-functional staff to check order status and address concerns.
• Assist with background research on customers, prospects, competitors, and industry trends.
• Draft proposals, reports, correspondence, and sales-related documentation (e.g., contracts, agreements).
Qualifications Education & Experience • High school diploma or equivalent required; Associate degree preferred.
• Minimum 2 years of related administrative or customer service experience.
Skills & Knowledge • Knowledge of administrative procedures, file management, and office operations.
• Intermediate understanding of customer service principles and standards.
• Proficient in Microsoft Office and CRM software.
• Strong verbal and written communication skills.
Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Volume assistance on claims Advanced excel skills needed (vlookup, math functions, etc) Salesforce experience preferred 8-5 on site Monday through Friday Supporting sales team (1-2 sales people).
Could speak with both customers and internal stakeholders Summary Provides general administrative support for sales, marketing, and promotional activities.
Coordinates with customers and field sales teams, manages office operations, and supports data, reporting, and documentation needs.
Key Responsibilities • Provide daily administrative support to sales and marketing programs.
• Coordinate with customers and field personnel; respond to routine inquiries.
• Organize meetings, events, and office activities.
• Maintain office supplies, computer inventory, and sales literature stock.
• Compile data and perform standard calculations for reports.
• Maintain accurate customer records and assist with customer issue resolution.
• Communicate with cross-functional staff to check order status and address concerns.
• Assist with background research on customers, prospects, competitors, and industry trends.
• Draft proposals, reports, correspondence, and sales-related documentation (e.g., contracts, agreements).
Qualifications Education & Experience • High school diploma or equivalent required; Associate degree preferred.
• Minimum 2 years of related administrative or customer service experience.
Skills & Knowledge • Knowledge of administrative procedures, file management, and office operations.
• Intermediate understanding of customer service principles and standards.
• Proficient in Microsoft Office and CRM software.
• Strong verbal and written communication skills.
Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Not Specified
N
Corporate Income Tax Senior(Direct-Hire
🏢 Nesco Resource
Salary not disclosed
Job Title: Corporate Tax Analyst Employment Type: Direct Hire Location: Richardson, TX (Onsite) Work Schedule Monday – Friday Standard business hours with some flexibility Must be onsite during core hours of 9:30 AM – 3:30 PM Compensation Target salary: $102,000 (some flexibility based on experience) Position Overview We are seeking a Corporate Tax Analyst to support the Corporate Tax Department across a range of tax planning, compliance, and audit defense initiatives.
This role will work on federal, state, and international tax matters and assist with complex tax planning strategies, tax provisions, and compliance activities.
This is a newly created role offering strong growth potential within a department primarily composed of senior-level professionals.
The position is an individual contributor role and does not include management responsibilities.
Key Responsibilities Tax Planning & Strategic Projects Prepare and analyze supporting documentation for complex tax planning projects related to the implementation of corporate tax strategies.
Assist with special tax planning initiatives related to quarterly and annual tax provisions.
Conduct data analysis and support preparation of journal entries related to tax provisions.
Audit & Regulatory Support Manage responses to tax notices, audit inquiries, and examination requests related to federal, state, and international tax matters.
Assist with documentation and responses associated with state and international tax audits.
Compliance & Reporting Assist with the preparation of federal and state corporate income tax returns and supporting workpapers.
Support preparation of the Country-by-Country report and Master File associated with federal tax reporting requirements.
Work closely with internal teams to collect, validate, and maintain tax-related financial information.
Collaboration & Additional Responsibilities Partner with internal teams to gather key tax-related data and ensure information remains current and accurate.
Assist the tax operations team with compliance processes as needed.
Participate in additional tax projects and responsibilities as assigned.
Qualifications Education Bachelor's Degree in Accounting (required) Master's Degree in Taxation (preferred) Certifications CPA or CPA candidate preferred Experience 3–5 years of corporate income tax experience required Experience in public accounting or a large corporate tax department strongly preferred Experience with international tax is a plus Background in corporate income tax required (sales tax experience alone is not sufficient) Technical Skills Strong proficiency in Microsoft Excel Experience with tax and accounting systems such as: Hyperion SAP Corptax (preferred) Additional Skills & Competencies Strong analytical skills with attention to detail Ability to work independently while contributing to a collaborative, high-performance team Excellent organizational and time management skills Ability to manage multiple priorities in a fast-paced environment Strong written and verbal communication skills Ability to quickly learn and implement new processes and software tools Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This role will work on federal, state, and international tax matters and assist with complex tax planning strategies, tax provisions, and compliance activities.
This is a newly created role offering strong growth potential within a department primarily composed of senior-level professionals.
The position is an individual contributor role and does not include management responsibilities.
Key Responsibilities Tax Planning & Strategic Projects Prepare and analyze supporting documentation for complex tax planning projects related to the implementation of corporate tax strategies.
Assist with special tax planning initiatives related to quarterly and annual tax provisions.
Conduct data analysis and support preparation of journal entries related to tax provisions.
Audit & Regulatory Support Manage responses to tax notices, audit inquiries, and examination requests related to federal, state, and international tax matters.
Assist with documentation and responses associated with state and international tax audits.
Compliance & Reporting Assist with the preparation of federal and state corporate income tax returns and supporting workpapers.
Support preparation of the Country-by-Country report and Master File associated with federal tax reporting requirements.
Work closely with internal teams to collect, validate, and maintain tax-related financial information.
Collaboration & Additional Responsibilities Partner with internal teams to gather key tax-related data and ensure information remains current and accurate.
Assist the tax operations team with compliance processes as needed.
Participate in additional tax projects and responsibilities as assigned.
Qualifications Education Bachelor's Degree in Accounting (required) Master's Degree in Taxation (preferred) Certifications CPA or CPA candidate preferred Experience 3–5 years of corporate income tax experience required Experience in public accounting or a large corporate tax department strongly preferred Experience with international tax is a plus Background in corporate income tax required (sales tax experience alone is not sufficient) Technical Skills Strong proficiency in Microsoft Excel Experience with tax and accounting systems such as: Hyperion SAP Corptax (preferred) Additional Skills & Competencies Strong analytical skills with attention to detail Ability to work independently while contributing to a collaborative, high-performance team Excellent organizational and time management skills Ability to manage multiple priorities in a fast-paced environment Strong written and verbal communication skills Ability to quickly learn and implement new processes and software tools Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Not Specified
N
Sales Manager (Automotive OEM)
🏢 Nesco Resource
Salary not disclosed
Job Summary: This Sales Manager will be embedded on-site at Toyota in Plano, TX, owning and growing the automotive OEM relationship by driving sales strategy, managing key stakeholders, and positioning the company as a preferred manufacturing partner.
The role focuses on strategic account management, forecasting, pricing coordination, and collaboration with internal teams to support profitable growth.
Must-Have Requirements Bachelor's Degree in a related field from an accredited college 7 years of automotive OEM sales and sales management experience Proven experience managing strategic OEM accounts (Toyota or Major Suppliers) Strong relationship-building skills with customer leadership and purchasing teams Experience developing and executing sales strategies and forecasts Understanding of plastics manufacturing and related processes Ability to manage quoting accuracy, pricing, and customer service resolution Willingness to work on-site at Toyota in Plano, TX, and travel as needed Preferred Requirements Prior Toyota OEM or Tier 1/Tier 2 supplier experience Experience supporting new product development for OEM customers Budget management and sales expense control experience Exposure to competitive market analysis and pricing strategy Benefits: Company Car Reimbursed for Gas and Car Wash; monthly maximum is not to exceed $300.00.
Reimbursed for Oil changes- every 3000 miles as required in regular maintenance.
Medical, Dental, & Vision insurance 401k Reimbursed for travel expenses No sign-on bonus #LI-KR1 Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
The role focuses on strategic account management, forecasting, pricing coordination, and collaboration with internal teams to support profitable growth.
Must-Have Requirements Bachelor's Degree in a related field from an accredited college 7 years of automotive OEM sales and sales management experience Proven experience managing strategic OEM accounts (Toyota or Major Suppliers) Strong relationship-building skills with customer leadership and purchasing teams Experience developing and executing sales strategies and forecasts Understanding of plastics manufacturing and related processes Ability to manage quoting accuracy, pricing, and customer service resolution Willingness to work on-site at Toyota in Plano, TX, and travel as needed Preferred Requirements Prior Toyota OEM or Tier 1/Tier 2 supplier experience Experience supporting new product development for OEM customers Budget management and sales expense control experience Exposure to competitive market analysis and pricing strategy Benefits: Company Car Reimbursed for Gas and Car Wash; monthly maximum is not to exceed $300.00.
Reimbursed for Oil changes- every 3000 miles as required in regular maintenance.
Medical, Dental, & Vision insurance 401k Reimbursed for travel expenses No sign-on bonus #LI-KR1 Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Not Specified
J
Neuro Special Procedures Tech / Interventional Radiology (ARRT) - $12K Bonus - DAYS
🏢 Jobot
Salary not disclosed
Come join a growing Manufacturing Company in your area!
This Jobot Consulting Job is hosted by: Chris Gorman
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $22 - $23 per hour
A bit about us:
We are a trusted global supplier of semi-precision bearings, metal stampings, machined parts, and housed bearing assemblies, serving a wide range of industrial markets. As a company, we combine decades of employee expertise with a commitment to ISO 9001:2015 quality standards.
Due to growth, we are looking to add an Accounts Receivable Clerk in Worcester. This role will process, track, and record daily cash receipts in an accurate, efficient and timely manner. This includes following up with customers on late payments. This role will also be responsible for issuing customer invoices for daily shipments.
Why join us?
What We Offer:
Job Details
Responsibilities:
· Process daily cash receipts, including posting to customer accounts.
· Apply payments to open invoices.
· Reconcile accounts receivable transactions.
· Analyze customer aging reports.
· Work with customers, customer service and sales representatives on billing or payment discrepancies.
· Perform collection activities.
· Interface with customer portals.
· Research and resolve customer discrepancies.
· Process customer credit references.
· Produce monthly reporting.
· Assist with month-end closing.
· Maintain accurate historical records.
Qualifications:
· 4+ years accounts receivable, accounts payable, general accounting or equivalent work experience.
· Proven experience with Syteline ERP is a plus.
· Strong understanding of accounting principles and financial reporting.
· Excellent numerical skills and attention to detail.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
This Jobot Consulting Job is hosted by: Chris Gorman
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $22 - $23 per hour
A bit about us:
We are a trusted global supplier of semi-precision bearings, metal stampings, machined parts, and housed bearing assemblies, serving a wide range of industrial markets. As a company, we combine decades of employee expertise with a commitment to ISO 9001:2015 quality standards.
Due to growth, we are looking to add an Accounts Receivable Clerk in Worcester. This role will process, track, and record daily cash receipts in an accurate, efficient and timely manner. This includes following up with customers on late payments. This role will also be responsible for issuing customer invoices for daily shipments.
Why join us?
What We Offer:
- Competitive base pay and overall compensation package
- Stable employment
- Opportunity with a growing company
- Work 32 hours/week on a flexible schedule
Job Details
Responsibilities:
· Process daily cash receipts, including posting to customer accounts.
· Apply payments to open invoices.
· Reconcile accounts receivable transactions.
· Analyze customer aging reports.
· Work with customers, customer service and sales representatives on billing or payment discrepancies.
· Perform collection activities.
· Interface with customer portals.
· Research and resolve customer discrepancies.
· Process customer credit references.
· Produce monthly reporting.
· Assist with month-end closing.
· Maintain accurate historical records.
Qualifications:
· 4+ years accounts receivable, accounts payable, general accounting or equivalent work experience.
· Proven experience with Syteline ERP is a plus.
· Strong understanding of accounting principles and financial reporting.
· Excellent numerical skills and attention to detail.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Not Specified
G
Sales Representatives, Regional Sales Managers, Sales VP’s, and / or National Account Managers
Salary not disclosed
Financial Highlights – Enjoy an Immediate Pay Raise and Professional Growth!
$10k Fast Start Bonus Per Month for 12 months, $120k First Year, requires one new commercial account with at least 250 employees, every two weeks.
$2,500 First Week Training Pay for the first five training days.
$500 per virtual appointment bonus with food with no bonus limit.
Up to $1500 per week for meeting minimum call and one qualified onsite appointment.
200% of the profit margin for the first 90 days of orders shipped.
40% to 59% of the profit margin after 90 days
Up to $10k new client account credits
Up to $5k new account donation credits
Up to $400 of gift cards for business building activities
GHA Technologies, Inc. has become the #1 Employee-Owned Value-Added Reseller in America. Past rewards have included #1 Microsoft Western Region VAR, #1 fastest growing company in Arizona, #69 on the CRN Solution Provider 500, #15 2018 CRN Fast Growth 150 List.
We sell the latest AI technologies from Nvidia, Dell, HP, Microsoft, Google, Cisco, Lenovo, Apple, VMWare, Adobe, APC, IBM, Nutanix, EMC, Pure Storage, Samsung, Intel, Eaton, and all the hottest AI and Green Data Center, Virtualization, Energy Conservation, Cloud, Storage, Security, Wireless, SD Wan, Video, Identification, and Power Technologies! We also specialize in mission critical product procurement and integration services for some of the largest Corporate, Government, and Education clients in America! Our client base is a who's who of corporate America!
GHA employee owners will receive stock shares every year on top of our industry’s leading commissions, bonuses, and promotional offerings!
Mission critical, online, vast E Commerce distribution network coast-to-coast warehouse locations support just-in-time delivery.
Super convenient, orders placed by 9:00 p.m. EST (8:00 p.m. CST) can be received the next morning for in-stock items.
Secure, 24-hour access to your own personal portal customized with special pricing on more than 2 million top selling products from 3,500 manufacturers in the USA and across the globe.
We are currently HIRING experienced Sales Professionals nationwide with a minimum of three years direct technology sales experience.
We offer a highly lucrative earnings and benefits package with top salespeople earning between $96,000 to $2,000,000 annually. W-2 Employment, Medical, Dental, and HSA Benefits, 401K Retirement Plan, and GHA company stock ownership (ESOP) plan.
Please email your resume to and schedule a strictly confidential interview.
Visit us at:
Not Specified
International Private Client Adviser (US Based) - Canadian Clients
Salary not disclosed
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.
The Day-to-Day:
- Be the voice of Fisher Investments to prospective Canadian clients
- Review prospects' personal financial situation and provide solutions
- Help qualified Canadian private investors become clients of Fisher Investments
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
- No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
- 2+ years experience working in financial services
- CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
- Bachelor's degree
- Multi-year track record of success
- Success persuading and educating prospects
Compensation:
- This role offers uncapped performance-based compensation
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 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
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Financial Consultant
🏢 Fisher Investments
$10,000
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?
Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.
Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional.
No prospecting required.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States.
You will:Work with our Canadian clients to build a trusting and professional relationshipProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients.
Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional.
No prospecting required.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States.
You will:Work with our Canadian clients to build a trusting and professional relationshipProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Financial Counselor
🏢 Fisher Investments
$10,000
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients.
Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional.
No prospecting required.
Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
This onsite position is located in Plano, TX.The Day-to-Day:As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States.
You will:Work with our UK clients to build a trusting and professional relationshipProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearDemonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilitiesYour Qualifications:Bachelor's degree or equivalent work experience2+ years of experience in asset management, financial and client servicesRequired to pass the Series 65 exam or equivalentAchieve results and provide unparalleled serviceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis 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.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional.
No prospecting required.
Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
This onsite position is located in Plano, TX.The Day-to-Day:As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States.
You will:Work with our UK clients to build a trusting and professional relationshipProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearDemonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilitiesYour Qualifications:Bachelor's degree or equivalent work experience2+ years of experience in asset management, financial and client servicesRequired to pass the Series 65 exam or equivalentAchieve results and provide unparalleled serviceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis 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.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Portfolio Counselor
🏢 Fisher Investments
$10,000
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group.
If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.The Opportunity:The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients.
Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth.
You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC).
You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility.
You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day:Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher InvestmentsHelp bring in new assets through client referralsEducate clients on Fisher’s investment philosophy and what it means to work with Fisher InvestmentsAlign our portfolio strategy with clients’ goalsOversee clients onboarding process, including transfer of assetsCollaborate with several teams to provide unparalleled serviceIntroduce clients to their long-term relationship managerYour Qualifications:3+ years’ experience working in financial servicesHold Series 65 license or required upon hireUnderstanding of capital markets and investment productsManage complexity in a high-volume environmentCompensation:This role offers uncapped performance-based compensation with the possibility to earn well into 6-figuresWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.The Opportunity:The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients.
Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth.
You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC).
You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility.
You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day:Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher InvestmentsHelp bring in new assets through client referralsEducate clients on Fisher’s investment philosophy and what it means to work with Fisher InvestmentsAlign our portfolio strategy with clients’ goalsOversee clients onboarding process, including transfer of assetsCollaborate with several teams to provide unparalleled serviceIntroduce clients to their long-term relationship managerYour Qualifications:3+ years’ experience working in financial servicesHold Series 65 license or required upon hireUnderstanding of capital markets and investment productsManage complexity in a high-volume environmentCompensation:This role offers uncapped performance-based compensation with the possibility to earn well into 6-figuresWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
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