What are the responsibilities and job description for the Associate Relationship Manager position at Clark Capital Management Group?
Clark Capital is seeking 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. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful and selfless in the execution of all tasks.
Essential Functions- Manage territory with external Investment Consultant 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.
- Performs other duties as required.
- 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.
- College degree preferred.
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For further information, please review the Know Your Rights notice from the Department of Labor.
