Associate Relationship Manager | Internal Wholesaler

Raymond James•Philadelphia, PA

79d•Hybrid

About The Position

Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.

Requirements

Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
Ability to view business on a macro and micro level.
Motivated to achieve success.
Strong work ethic, high integrity, and strong values.
Sound communication and interpersonal skills.
Strong consultative sales skills – probing, listening and closing.
Exceptional verbal and writing skills.
Ability to learn and adapt to new technologies.
General Experience - 13 months to 3 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Nice To Haves

Experience in financial services industry preferred.
Series 7 preferred.
College degree preferred.

Responsibilities

Manages territory to attain both sales and revenue goals.
Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
Develops and executes sales plan strategies with members of both external & internal Sales teams.
Articulates investment solution strategies and discusses financial markets (domestic and international).
Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
Analyzes regional/product sales trends within partner firms and among individual financial advisors.
Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
Performs other duties as required.