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Associate Relationship Manager at Clark Capital Management Group

Clark Capital Management Group · Philadelphia, United States Of America · Onsite

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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.

Essential Functions

  • 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.

Competencies for Success

  • 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.

 

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