Associate Relationship Manager, Clark Capital

Job Responsibilities

• Manage territory with external Investment Consultants to attain both sales and revenue goals.
• Conduct consultative, relationship-building sales calls by phone with financial advisors.
• Develop and execute sales plan strategies with members of both external & internal sales teams.
• Articulate investment solution strategies and discuss financial markets (domestic and international).
• Identify sales opportunities and advisor needs, advance relationships and introduce new concepts.
• Analyze regional/product sales trends within partner firms and among individual financial advisors.
• Work with various departments/individuals within the organization to provide exceptional service to our financial advisors.
• Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling.
• Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

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.
• Bachelor’s: Finance preferred.

Education and Experience

• General Experience - 13 months to 3 years.

Other Certifications

• Not Listed - Other.

Travel

• Hybrid.