Engagement Consultant

Clark Capital Management Group • Philadelphia, PA

10h

About The Position

• Develops, implements, and effectively manages territory plans to attain both
sales
and revenue goals.
• Conducts consultative, relationship-building engagements with financial
advisors.
• Articulates investment solution strategies and discusses financial markets
(domestic and international).
• Identifies sales opportunities and advisor needs, advances relationships, and
introduces new concepts.
• Coordinates and collaborates with various departments/individuals within the
organization to provide exceptional service to advisors.
• Ensures compliance with industry and legal regulations and best practices, and
adherence to company processes and procedures.
• Maintains knowledge in developing trends and technologies in the industry.
• Performs other duties as required.

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.
• College degree or the equivalent combination of education and experience is required.
• 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.

Nice To Haves

• 5+ years in Investment sales preferred.

Responsibilities

• Develops, implements, and effectively manages territory plans to attain both sales and revenue goals.
• Conducts consultative, relationship-building engagements with financial advisors.
• Articulates investment solution strategies and discusses financial markets (domestic and international).
• Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
• Coordinates and collaborates with various departments/individuals within the organization to provide exceptional service to advisors.
• Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.
• Maintains knowledge in developing trends and technologies in the industry.
• Performs other duties as required.

What This Job Offers

• Job Type: Full-time
• Number of Employees: 11-50 employees