Associate Relationship Manager

Raymond James•Philadelphia, PA

2d•Hybrid

About The Position

Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience. 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.
Series 7 preferred.
College degree preferred.
Bachelor’s: Finance
General Experience - 13 months to 3 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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.