Fisher Investments

Global Custody Management Custodian Program Manager

Fisher Investments  •  Tampa, FL (Remote)  •  16 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

The Opportunity:

As a GCM Custodian Program Manager, you will be the head B2B relationship lead for custodians within a geographical region. You will set regional priorities, oversee service quality and relationship health, and work with custodians and company partners to improve service levels, support business growth. Your work will involve the delivery of high‑impact custody‑related programs that move the business forward, such as custody onboarding, service oversight, performance management, fee and contract support, and other process improvement programs. You will lead and support a variety of projects that contribute to critical plans and influence improvements that directly impact client service. You will report to a GCM Team Leader.

The Day-to-Day:

  • Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region
  • Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients
  • Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs
  • Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals
  • Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements
  • Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership
  • Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts
  • Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners
  • Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability

Your Qualifications:

  • Minimum 5+ years of project management experience, B2B and/or in financial services
  • Strong interpersonal, verbal, and written communication skills
  • Exceptional critical thinking, organizational and time management skills
  • Thrive in a fast-paced environment, demanding flexibility and creativity
  • Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
  • Microsoft Excel and JIRA experience preferred, not required

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
  • 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.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments

About Fisher Investments

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.

Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

For more information on Fisher Investments, please visit www.fisherinvestments.com.

Careers Page: https://www.fisherinvestments.com/en-us/careers

Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures

Privacy Policy: https://www.fisherinvestments.com/en-us/privacy

Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Plano, Texas
Year Founded
1979
Social Media