Associate Relationship Manager | Internal Wholesaler, Clark Capital

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. 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.

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

Requirements

Bachelor's degree in Finance; 13 months to 3 years of general experience; Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA); 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

Nice to have

Experience in financial services industry preferred; Series 7 preferred; College degree preferred

Benefits

Additional compensation (cash or equity); discretionary bonuses; commissions; 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); parental leave