Associate Relationship Manager

Clark Capital Management Group • Philadelphia, PA

71d

About The Position

Clark Capital is seeking 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. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be 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.
• Experience in financial services industry preferred.

Nice To Haves

• Series 7 preferred.
• College degree preferred.

Responsibilities

• Manage territory with external Investment Consultant to attain both sales and revenue goals.
• Conduct consultative, relationship-building sales calls by phone with financial advisors.
• Develop and execute sales plan strategies with members of both external & internal sales teams.
• Articulate investment solution strategies and discuss financial markets (domestic and international).
• Identify sales opportunities and advisor needs, advance relationships and introduce new concepts.
• Analyze regional/product sales trends within partner firms and among individual financial advisors.
• Work with various departments/individuals within the organization to provide exceptional service to our financial advisors.
• Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling.
• Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.
• Performs other duties as required.

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees