Strategic Financial Advisor Relations Leader

Clark Capital Management Group; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid time off

Parental leave

Job summary

Clark Capital Management Group is seeking a motivated Associate Relationship Manager to manage relationships with Financial Advisors. This hybrid role requires you to exert proven sales and organizational skills while supporting the external sales team to achieve sales goals.

Applicants should have a Bachelor's in Finance and a solid understanding of financial markets. The company offers a comprehensive benefits package and is committed to professional growth in a diverse workplace.

Qualifications

• 13 months to 3 years of general experience in the financial services industry.
• Experience with investment vehicles such as mutual funds and ETFs is preferred.
• Successful candidates will possess Series 7 certification.

Responsibilities

• Manage territory to attain sales and revenue goals.
• Conduct consultative, relationship-building sales calls by phone.
• Develop and execute sales plan strategies with sales teams.

Skills

Sales experience

Strong consultative sales skills

Communication and interpersonal skills

Organizational skills

Ability to view business on macro and micro level

Education

Bachelor's degree in Finance

Job description

Clark Capital Management Group is seeking a motivated Associate Relationship Manager to manage relationships with Financial Advisors. This hybrid role requires you to exert proven sales and organizational skills while supporting the external sales team to achieve sales goals.

Applicants should have a Bachelor's in Finance and a solid understanding of financial markets. The company offers a comprehensive benefits package and is committed to professional growth in a diverse workplace.