It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Business Analyst to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!

The Opportunity:

Fisher Investments is looking for an experienced and business-focused Business Analyst to support Fisher Investments' web platforms. You will work closely with stakeholders to identify business needs and define clear, actionable requirements that guide the development of modern Salesforce CRM-driven, and Portfolio Management integrated digital solutions. You will report to the Digital Engineering Manager

The Day-to-Day:

Be the primary bridge between the Private Client Group and the Digital Engineering team to gather and document needsCreate detailed documentation such as Business Requirement Documents (BRDs), user stories, process flows, and use cases for new and evolving web productsConduct stakeholder interviews, lead requirement workshops, and facilitate discovery sessionsDefine and manage product requirements across platforms, including Salesforce Experience Cloud, CRM systems, and PMG toolsCollaborate with product owners and developers to ensure requirements are technically feasible, aligned to roadmap goals, and support prioritiesEnsure that non-functional requirements, including compliance, performance, security, and scalability—are clearly defined and addressedSupport the testing lifecycle, including UAT planning, test-case validation, and release sign-offMonitor and communicate status, changes, and risks related to our requirements throughout the development lifecycle

Your Qualifications:

5+ years of experience as a Business Analyst working on client-facing digital platforms or enterprise web applicationsStrong experience developing BRDs and functional specifications that serve both business and technical audiencesExperience partnering with sales/advisory teams—preferably in financial services—to translate business goals into digital product requirementsFamiliarity with CRM systems and financial services tools such as PMG, or equivalent wealth management applicationsExperience working with hybrid Agile delivery teams and backlog management practicesExperience with Salesforce Experience Cloud or similar client portals.Understand client data platforms (CDPs), customer engagement platforms, and omnichannel marketing toolsKnowledge of financial industry standards and regulatory compliance (e.g., GDPR, GLPA)Familiarity with tools such as JIRA, Confluence, and Lucidchart or Visio.Bachelor's degree in business administration, Information Systems, or a related discipline

Compensation:

$85,000-$125,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performance

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 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