Account Transition Management Specialist

Clark Capital Management Group; Philadelphia (Philadelphia County); On-site; USD 40,000; Full time

Job summary

A financial services company is seeking an Account Transition Management Specialist in Philadelphia, PA. The role involves engaging with Financial Advisors and various teams to facilitate smooth transitions of incoming investment portfolios. Ideal candidates should have strong communication and analytical skills, along with a college degree. Experience in the investment management industry is preferred. This full-time role offers a dynamic work environment with competitive compensation.

Qualifications

• Ability to problem-solve and take initiative.
• Strong work ethic and high integrity.

Responsibilities

• Engage with advisors and/or clients to address concerns or questions.
• Construct, communicate, and secure approval for transition plans.
• Monitor active transitions to assess opportunities for accelerating plans.

Skills

Superior communication skills

Organizational skills

Analytical skills

Experience engaging with financial advisors

Ability to manage heavy workflow

Education

College degree

Series 7 preferred

Tools

Excel

Salesforce

FactSet

Job description

Account Transition Management Specialist

Join to apply for the Account Transition Management Specialist role at Clark Capital Management Group

Account Transition Management Specialist

Join to apply for the Account Transition Management Specialist role at Clark Capital Management Group

Get AI-powered advice on this job and more exclusive features.

Clark Capital is seeking an Account Transition Management Specialist who will engage with Financial Advisors, Clark Capital Sales and Operations teams, plus multiple investment platform partners, to facilitate the transition of incoming non-qualified investment portfolios. The individual would be the key liaison, connecting various parties, to mitigate the tax impact of portfolio transition and manage multiple sources of transition risk. The ideal candidate possesses superior communication, organizational, and analytical skills.

Essential Functions

Clark Capital is seeking an Account Transition Management Specialist who will engage with Financial Advisors, Clark Capital Sales and Operations teams, plus multiple investment platform partners, to facilitate the transition of incoming non-qualified investment portfolios. The individual would be the key liaison, connecting various parties, to mitigate the tax impact of portfolio transition and manage multiple sources of transition risk. The ideal candidate possesses superior communication, organizational, and analytical skills.

Essential Functions

• Construct, communicate, and secure approval for transition plans that distribute embedded gains over multiple years, while maximizing the amount of assets under active management and mitigating investment risk.
• Help ensure investor objectives are aligned with operational execution.
• Engage with advisors and/or clients to address concerns or questions.
• Ongoing monitoring of active transitions to assess opportunities for accelerating plans and/or to address investment risk.
• Support the Sales team with calls, video conferences, and in-person meetings to facilitate prospective cases.
• Perform other duties as required

Competencies for Success

• Ability to manage heavy workflow and meet deadlines.
• Experience engaging with financial advisors.
• Expansive investment management industry knowledge with thorough understanding of separately managed accounts, mutual funds, ETFs, etc.
• Strong presentation, writing, and interpersonal skills with the ability to communicate difficult portfolio concepts to diverse audiences with varying degrees of investment expertise, as well as the ability to discern and adapt to that level of investment sophistication.
• Experience or aptitude for working with Excel, Salesforce, and FactSet, and the ability to learn and master additional technologies and programs.
• Strong work ethic and high integrity.
• Ability to problem-solve and take initiative.
• College degree required and Series 7 preferred.
  

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Clark Capital Management Group by 2x

Sign in to set job alerts for “Account Management Specialist” roles.

Philadelphia, PA $40,000.00-$40,000.00 2 weeks ago

Wilmington, DE $55,000.00-$70,000.00 15 hours ago

Account Executive, Territory (Mid-Market)

Philadelphia, PA $85,000.00-$220,000.00 2 weeks ago

Philadelphia, PA $225,000.00-$320,000.00 2 weeks ago

Cherry Hill, NJ $90,000.00-$100,000.00 2 weeks ago

Philadelphia, PA $50,000.00-$56,000.00 5 days ago

Philadelphia, PA $100,000.00-$100,000.00 1 week ago

Northeast Philadelphia, PA Territory Account Executive

Philadelphia, PA $129,000.00-$206,000.00 1 week ago

Yelp - Account Executive (Remote - Central or Eastern Region), application via RippleMatch

Philadelphia, PA $37,000.00-$70,000.00 1 month ago

Philadelphia, PA $60,000.00-$150,000.00 2 weeks ago

Philadelphia, PA $55,000.00-$60,000.00 2 days ago

Philadelphia, PA $85,000.00-$95,000.00 1 week ago

Philadelphia, PA $80,000.00-$160,000.00 2 months ago

West Chester PA, Territory Account Executive

Philadelphia, PA $129,000.00-$206,000.00 5 days ago

Territory Account Executive - Hemp / Cannabis Brands

Philadelphia, PA $60,000.00-$70,000.00 1 month ago

Philadelphia, PA $100,000.00-$400,000.00 3 weeks ago

Philadelphia, PA $70,000.00-$90,000.00 4 days ago

Philadelphia, PA $150,000.00-$170,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.