International Investment Counselor (US Based) - UK Clients
Fisher Investments
Investment Management
Portland, OR - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
In this role you will serve as the primary liaison for Fisher Investments International clients in the United Kingdom, collaborating with internal portfolio teams and the sales force to deliver exceptional fiduciary service. You will educate clients on macro strategy, asset allocation, and market developments while maintaining regular touchpoints to align portfolios with long-term goals. The position emphasizes client-focused, consultative relationship management within a fee-only framework. A strong onboarding program supports your growth as you work to build a UK client roster and uphold regulatory standards.
Compensation / Benefits
- 100% paid medical, dental and vision premiums for dependents
- 50% 401(k) match, up to IRS max
- 20 days of PTO + 10 holidays
- Family support programs including caregiver leave and fertility/family health assistance
- Hybrid work-from-home option may be available
- Great Place to Work Certification
Tasks
- Build trusting, professional relationships with UK clients
- Proactively review asset allocation with clients on a quarterly basis
- Educate clients on top-down portfolio strategy, investments, market events, and competitive landscape
- Collaborate with the sales team to grow the UK client roster within the first year
- Demonstrate knowledge of UK regulatory practices and uphold operational responsibilities
Key requirements
- 2+ years in asset management, financial and client services
- Series 65 exam or equivalent
- Bachelor's degree or equivalent work experience
- Results-oriented with a thoughtful, consultative client-focused approach
Description
In this role you will serve as the primary liaison for Fisher Investments International clients in the United Kingdom, collaborating with in…
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