Hybrid Associate Relationship Manager - Financial Advisors

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

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.