Platform Consultant

3 weeks ago

Philadelphia, United States Clark Capital Full time

Clark Capital is searching for 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. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.

Essential Functions

  • Manages territory to attain both sales and revenue goals.
  • Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
  • Develops and executes sales plan strategies with members of both external & internal Sales teams.
  • Articulates investment solution strategies and discusses financial markets (domestic and international).
  • Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
  • Analyzes regional/product sales trends within partner firms and among individual financial advisors.
  • Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
  • Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
  • Ensures 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

  • ServiceNow Business Process Consultant

    3 weeks ago

    Philadelphia, United States Oscar Full time

    ServiceNow Business Process ConsultantLocation: Fully remote (must be located in the United States)Position Type: Full-timeExperience: At least 4 years of ServiceNow Business Process Consultant and/or Process Analyst experienceJob Description:We are seeking a highly skilled and experienced ServiceNow Business Process Consultant to join our client. As a...

  • ServiceNow Business Process Consultant

    1 month ago

    Philadelphia, United States Oscar Full time

    ServiceNow Business Process ConsultantLocation: Fully remote (must be located in the United States)Position Type: Full-timeExperience: At least 4 years of ServiceNow Business Process Consultant and/or Process Analyst experienceJob Description:We are seeking a highly skilled and experienced ServiceNow Business Process Consultant to join our client. As a...

  • ServiceNow Business Process Consultant

    4 weeks ago

    Philadelphia, United States Oscar Full time

    ServiceNow Business Process Consultant Location: Fully remote (must be located in the United States) Position Type: Full-time Experience: At least 4 years of ServiceNow Business Process Consultant and/or Process Analyst experience Job Description: We are seeking a highly skilled and experienced ServiceNow Business Process Consultant to join our client. As a...

  • ServiceNow Business Process Consultant

    1 month ago

    Philadelphia, United States Oscar Full time

    ServiceNow Business Process ConsultantLocation: Fully remote (must be located in the United States)Position Type: Full-timeExperience: At least 4 years of ServiceNow Business Process Consultant and/or Process Analyst experienceJob Description:We are seeking a highly skilled and experienced ServiceNow Business Process Consultant to join our client. As a...

  • ServiceNow Business Process Consultant

    2 weeks ago

    Philadelphia, United States Oscar Full time

    ServiceNow Business Process Consultant Location: Fully remote (must be located in the United States) Position Type: Full-time Experience: At least 4 years of ServiceNow Business Process Consultant and/or Process Analyst experience Job Description: We are seeking a highly skilled and experienced ServiceNow Business Process Consultant to join our client. As a...

  • HR Consultant

    1 week ago

    Philadelphia, United States Arrowhead Talent Solutions Full time

    Our Newest Opportunity: The Human Resources Consultant is responsible for designing and administering Human Resource policies, procedures and programs, and supporting employees throughout the client's organization. Essential Duties and Responsibilities (include but are not limited to): •Provides expert advice, counsel and implementation support on a...

  • Analytics Consultant

    3 weeks ago

    Philadelphia, United States Precision Resource Group Limited Full time

    Analytics Consultant - Mobile Philadelphia (in-office). ship/ required. We're seeking an innovative Analytics Strategist with a keen eye for mobile app optimization to join our clients dynamic team. As a pivotal member, you'll spearhead data-centric strategies, driving performance enhancements and informed decision-making within their mobile application...

  • Platform Technical Project Manager 3

    4 days ago

    Philadelphia, United States Comcast Corporation Full time

    FreeWheel, a Comcast company, provides comprehensive ad platforms for publishers, advertisers, and media buyers. Powered by premium video content, robust data, and advanced technology, we’re making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global company, we have offices in nine countries and can...

  • Platform Technical Project Manager 3

    4 days ago

    Philadelphia, United States Comcast Corporation Full time

    FreeWheel, a Comcast company, provides comprehensive ad platforms for publishers, advertisers, and media buyers. Powered by premium video content, robust data, and advanced technology, we’re making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global company, we have offices in nine countries and can...

  • Data and Analytics Consultant

    1 week ago

    Philadelphia, United States SEI Full time

    WHO WE LOOK FOR An SEI-er is a master communicator and active listener who understands how to navigate an audience. Self-aware, almost to a fault, SEI-ers keenly understand how to adjust their support and problem solving based on the situation. Following a logical, fact-based approach, SEI-ers possess the superior ability to see correlations others may not,...

  • Solutions Architect, Customer Care Platform

    2 weeks ago

    Philadelphia, United States Comcast Corporation Full time

    Make your mark at Comcast -- a Fortune 30 global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, we reach hundreds of millions of customers, viewers, and guests worldwide. Become part of our award-winning technology team that turns big ideas into cutting-edge products, platforms, and...

  • Solutions Architect, Customer Care Platform

    2 weeks ago

    Philadelphia, United States Comcast Corporation Full time

    Make your mark at Comcast -- a Fortune 30 global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, we reach hundreds of millions of customers, viewers, and guests worldwide. Become part of our award-winning technology team that turns big ideas into cutting-edge products, platforms, and...

  • Solutions Architect, Customer Care Platform

    3 days ago

    Philadelphia, United States Comcast Corporation Full time

    Make your mark at Comcast -- a Fortune 30 global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, we reach hundreds of millions of customers, viewers, and guests worldwide. Become part of our award-winning technology team that turns big ideas into cutting-edge products, platforms, and...

  • Automation Solutions Consultant

    3 days ago

    Philadelphia, United States OMRON Full time

    External DescriptionWork at OMRON! Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of...

  • Automation Solutions Consultant

    2 days ago

    Philadelphia, United States OMRON Full time

    External DescriptionWork at OMRON! Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of...

  • Automation Solutions Consultant

    5 days ago

    Philadelphia, United States Omron Automation Full time

    Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of success. Omron Automation Americas is...

  • Automation Solutions Consultant

    4 days ago

    Philadelphia, United States Omron Automation Full time

    Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of success. Omron Automation Americas is...

  • Automation Solutions Consultant

    5 days ago

    Philadelphia, United States Omron Automation Full time

    Work at OMRON! Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of success. Omron Automation...

  • Automation Solutions Consultant

    2 days ago

    Philadelphia, United States Omron Automation Full time

    Work at OMRON! Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of success. Omron Automation...

  • Automation Solutions Consultant

    3 days ago

    Philadelphia, United States Omron Automation Full time

    Omron is a leading global manufacturer of industrial automation products focused on sensing and control technologies. Omron Automation-Americas, headquartered in Hoffman Estates, IL, is the industrial automation subsidiary of Omron Corporation, an$8 billion global technology company celebrating more than 80 years of success. Omron Automation Americas is...