Quantitative Program Vice President

Experteer Overview In this role you will serve as the subject matter expert for portfolio construction and risk analytics within PMG, steering cross‑team programs that advance strategic initiatives. You will mentor analysts, apply quantitative and qualitative methods, and partner with senior stakeholders to deliver measurable value. You'll drive innovative solutions to support clients' investment goals and shape production rollouts. This is a high‑impact, cross‑functional leadership position at Fisher Investments that blends analytics, program management, and change leadership.

Compensation / Benefits

• Provide leadership for analytics, risk management, back-testing, and portfolio construction/automation programs across multiple teams
• Manage prioritized programs to ensure delivery of measurable outcomes and value
• Support strategic innovation by assessing needs, evaluating solutions, and implementing new programs
• Maintain relationships with partners across IT, Legal & Compliance, Human Capital, third‑party vendors, and PMG teams
• Create and oversee training materials for teams and business units
• Coach, mentor, and train team members on program knowledge and products
• Identify, build, and track metrics to evaluate success and drive improvements
• Prioritize and communicate with vendors on new feature enhancements with significant impact
• Organize research and testing to guide production rollout and strategy optimization
• Contribute to education of Fisher employees on rollout solutions and ongoing production use
• Lead change and transition management efforts within your team and across PMG Tasks
• Bachelor's Degree or equivalent combination of education and experience
• 10+ years of hands‑on optimization technology experience and leading investment/portfolio programs with quantitative analytics
• Strong ability to elicit cooperation from senior management, clients, and other departments; excellent communication skills
• Ability to identify needs and design effective solutions
• Independent and collaborative team player with adaptability to changing priorities
• Experience with portfolio construction tools such as Axioma, Barra, and/or FactSet Key requirements
• 100% paid medical, dental and vision premiums
• 50% 401(k) match, up to IRS maximum
• 20 days of

PTO + 10

paid holidays

• Family Support programs including Paid Primary Caregiver Leave, fertility/family forming support, and caregiver assistance
• Hybrid work options (in-office role)
• Great Place to Work Certification