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US PCG Resource Management Associate

Company: Fisher Investments
Location: Sherwood
Posted on: September 24, 2022

Job Description:

US PCG is a driving force behind organic growth inside the firm. The Resource Management Assocaite will better the Investment Universe by making resource allocation and IC assignment decisions that directly influence the continued growth of US PCG and the clients we help. -You will develop strong critical thinking skills, advanced auditing techniques, and qualitative/quantitative analytical skills. You will build in-depth knowledge of PCG Sales, including the sales cycle, lead allocation systems, marketing functions, lead resource channels, sales-person hiring, lead management systems, IC assignment system, IC capacity, and compliance. - -Responsibilities: -

  • Use data to manage, analyze, and distribute lead flow to US PCG Sales personnel based on an assigned territory
  • Assist US PCG Sales management with overseeing the lead assignment and allocation process for all sales people
  • Provide operational support for all Sales systems and Sales-related processes
  • Manage and audit the Sales and Funding boards
  • Work on projects to develop and improve current procedures and processes
  • Help with new hire setup and onboarding for all sales roles
  • Assign ICs to US clients and manage PCG IC capacityThis is the role for you if: -
    • You maintain client focus for both internal and external clients
    • You communicate effectively, instilling trust in those you work with
    • You have a proven track record of driving results, with an affinity for self-development
    • You have a demonstrated experience with auditing techniques
    • You understand how to navigate the regulatory environment and maintain a constant baseline of risk awareness
    • You're proficient in both quantitative and qualitative analysis
    • You have ample knowledge surrounding our needs and objectives, and our overall firm structure -We will conduct a preliminary screen of applicants based on qualifications, performance, and manager feedback. You may not receive an interview. If you have any questions, please reach out to Chris Siegel, whom you will report to in this role. - -We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. - -Competencies: - -Client Focus Communicates Effectively Drives Results Instills Trust Values Differences Self Development - -For more information on skills and competencies click to launch from the Learning Center.

Keywords: Fisher Investments, Portland , US PCG Resource Management Associate, Executive , Sherwood, Oregon

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