Hybrid Associate Relationship Manager | Internal Wholesaler

Raymond James Financial, Inc.; Philadelphia, Northern (Philadelphia County, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision package

Retirement savings plan

Paid time off

Disability and life insurance

Job summary

Clark Capital is seeking an Associate Relationship Manager | Internal Wholesaler in Philadelphia to support external sales teams by developing and maintaining relationships with Financial Advisors. You will manage territory, conduct sales calls, and help execute sales plans while ensuring compliance and high service standards.

The role emphasizes strong communication, client-focused relationship development, and collaboration with internal/external teams in a hybrid work setting.

Qualifications

• 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.

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.

Skills

Consultative sales

Verbal and written communication

Relationship management

Financial markets knowledge

Self-motivated

Education

Bachelor’s in Finance

Tools

Series 7

Job description

Clark Capital is seeking an Associate Relationship Manager | Internal Wholesaler in Philadelphia to support external sales teams by developing and maintaining relationships with Financial Advisors. You will manage territory, conduct sales calls, and help execute sales plans while ensuring compliance and high service standards.

The role emphasizes strong communication, client-focused relationship development, and collaboration with internal/external teams in a hybrid work setting.