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Relationship Manager

1 month ago

Philadelphia, United States Clark Capital Management Group Full time

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.

About Clark Capital

Clark Capital Management Group is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.

Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.

We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.

Please visit our website at www.ccmg.com for more information.