Private Client Director, Fisher Investments
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.
- 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
Benefits
- 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 well‑being services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Account Executive, Fisher Investments
The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm – helping both their financial futures and our overall growth. You will engage with high‑net‑worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you’ll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team.
- Gain an understanding of wealth management in the UK, including investment products and trends
- Sharpen sales skills by improving your pitch and helping us turn leads into assets under management
- Speak to high‑net‑worth investors to understand their financial position and suggest relevant next steps
- Cultivate an understanding of Fisher Investments’ market philosophy, supported by sessions ranging from Capital Markets to sales techniques – learning the art of becoming a sales professional
Qualifications
- University graduate or equivalent combination of education and experience
- Experience selling and passion for a career in sales
- Meet challenges head‑on, learn from setbacks and work toward improvement
- Eager to work in an energetic, collaborative environment with motivated professionals
- Experience in finance is helpful but not necessary as full training is provided
Benefits
- 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 well‑being services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Director of Software Engineering, Capital One
We are looking for a Director of Software Engineering to lead a team of 100+ engineers. You’ll be responsible for all the technologists within a series of our ‘outcome teams’, established to drive forward business outcomes. You’ll be an excellent leader of people and communicator, able to switch from executive‑level progress conversations to diving deep into solutions, and contributing to strategic discussions around roadmaps. You’ll provide clear thinking and direction to cut through ambiguity, partner with local business leadership and enterprise stakeholders, and manage the transition and retention of client relationships.
- Leadership of a team of 100+ technologists (Software Engineers and Architects)
- Work with Product and Design teams on the overall product roadmap for key business capabilities and goals
- Elevate great talent and ensure a clear agenda for development in the team
- Actively manage performance across the team to develop talent over time
- Drive effective delivery with pace and precision across the different outcome teams
- Liaise with and manage enterprise stakeholders primarily based in the US
- Manage a team with a blend of associates and third‑party engineers, ensuring effective oversight
- Seek and share the wider context of the organisation to enable and engage your team with customer and organisational outcomes
- Stay up to date with the latest regulatory and process changes and maintain knowledge of the latest technologies and engineering practices
- Be a key voice in technical design reviews, ensuring a clear and consistent approach to engineering practices
- Support the career growth and development of the team
Qualifications
- Clear track record of leading large software engineering teams and driving high performance
- Ability to solve complex people, process and technology challenges
- High intellectual curiosity and comfort with ambiguity
- Deep dive quickly into different technology options and provide recommendations
- Excellent critical‑thinking skills and ability to counsel leaders across the business
- Passionate about recruiting and developing great engineering talent
- Strong communication skills with ability to adapt and communicate compellingly to any audience
- Experience with AWS and knowledge of the latest native developments
- Understanding of the latest cybersecurity trends and their impact on engineering practice
- Ability to work within enterprise policies/guidelines while customising to fit the UK
- Comfort reaching pragmatic outcomes between short‑term and long‑term needs
- Knowledge of UK/US regulatory, consumer lending and technology landscapes (preferred)
Benefits
- High performers receive strong and diverse career progression, investing heavily in development through Capital One University training programmes and appropriate external providers
- Immediate access to core benefits including pension scheme, bonus, generous holiday entitlement and private medical insurance, with flexible benefits such as season‑ticket loans, cycle‑to‑work scheme and enhanced parental leave
- Open‑plan workspaces and accessible facilities designed to inspire and support
- Fully serviced gym, subsidised restaurant, mindfulness and music rooms in Nottingham
- Rooftop running track and espresso café in London
Capital One is committed to diversity in the workplace.
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