Investment Relationship Manager

2 days ago


Philadelphia, Pennsylvania, United States Clark Capital Full time
Job Title: Investment Relationship Manager

Clark Capital is seeking a highly motivated and organized individual to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. The ideal candidate will be a self-starter who is comfortable managing complex and evolving situations.

Key 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.
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.

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 for more information.



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