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Investment Relationship Manager
1 month ago
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.
- 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.
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.
