Associate Relationship Manager | Internal Wholesaler, Clark Capital

Clark Capital Management Group; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Retirement plan

Paid time off

Job summary

Clark Capital Management Group seeks an Associate Relationship Manager to support the external sales team by servicing Financial Advisors and developing relationships. The role focuses on meeting targets, new business development, and maintaining client connections.

The hybrid position in Philadelphia requires strong communication and market knowledge, with collaboration across internal and external teams. A Finance degree and 1–3 years of sales experience are desired.

Qualifications

• Bachelor’s degree in Finance or related field.
• 1–3 years sales/relationship management experience.
• SIE certification preferred; FINRA knowledge helpful.
• Strong communication and networking skills.

Responsibilities

• Manage assigned advisor accounts and meet sales targets.
• Conduct consultative calls and develop strategic plans.
• Collaborate with external and internal sales teams.
• Maintain CRM records and track territory activity.
• Ensure compliance with industry regulations.

Skills

Sales

Relationship management

CRM

Financial products

Communication

Time management

Team player

Problem solving

SIE (preferred)

Education

Bachelor’s: Finance

Tools

Salesforce CRM

Job description

## Associate Relationship Manager | Internal Wholesaler, Clark CapitalApply: PA - Philadelphia - 1650 Market Street Floor 53: Full time: Posted 3 Days Ago: R-0013086**Job Description Summary**Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.**Job Description**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.**Job Responsibilities:*** 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.**Education**Bachelor’s: Finance**Work Experience**General Experience - 13 months to 3 years**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel****Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.