- 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.
-
Manager, Strategic Relationship Management
3 days ago
IQVIA Philadelphia, United States**On-site 2-3 days/week** · **Job Overview** · Provides support and assistance in the planning, execution and management of outsourcing for services associated with global clinical trials. The Manager minimizes regulatory, legal, and financial risks as it pertains to outsourcing ...
-
Social Media Relationship Manager
2 weeks ago
Pond Lehocky Philadelphia, United StatesPond Lehocky Giordano is looking for a strategically minded **Social Media Relationship Manager** to join the team. · This is not a typical social media position - we already have a social media manager and an in-house videographer. Your primary responsibility will be to work wit ...
-
Client Relationship Manager
1 week ago
GemHarvest Cherry Hill, United States**Client Relationship Manager** · **Boutique RIA** · **Cherry Hill, NJ** · Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks aClient Relationship Manager to support the Financial Advisory team in providing excellent Client Service and re ...
-
Relationship Sales Manager
4 days ago
Restoration Cleanup Service Cherry Hill, United StatesJob Overview: · We are a water damage restoration company specializing in mold, fire, smoke, and water damage. We're looking for sales managers who can focus on a specific territory and build networking and relationships to generate leads. You get paid commission on top of your s ...
-
Relationship Manager
2 weeks ago
Ascensus Philadelphia, United States Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...
-
Relationship Manager
3 weeks ago
Ascensus Philadelphia, United StatesNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...
-
Relationship Manager I
3 weeks ago
PNC Philadelphia, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Commercial Lending Relationship Manager
1 week ago
The Provident Bank of New Jersey Plymouth Meeting, United States**__** · Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visi ...
-
Cre Relationship Manager I
2 weeks ago
The Provident Bank of New Jersey Plymouth Meeting, United States**__** · Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan production ...
-
Gcm Relationship Manager Iii
1 week ago
M&T Bank Wilmington, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point o ...
-
Social Media Relationship Manager
2 weeks ago
Pond Lehocky Giordano, LLP Philadelphia, United StatesJob Posting - Social Media Relationship Manager · Pond Lehocky Giordano is looking for a strategically minded Social Media Relationship Manager to join the team. · This is not a typical social media position - we already have a social media manager and an in-house videographer. ...
-
Business Banking Relationship Manager
12 hours ago
Firstrust Bank Conshohocken, United States PermanentObjective: · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that as ...
-
Commercial Banking Relationship Manager
3 weeks ago
WSFS Bank Philadelphia, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
-
Relationship Manager Development Program
1 week ago
Bank of America Philadelphia, United StatesRelationship Manager Development Program - Global Commercial Banking - Philadelphia, PA · Philadelphia, Pennsylvania · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible G ...
-
Commercial Banking Relationship Manager
1 week ago
WSFS Bank Philadelphia, United StatesJob Description · At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sa ...
-
Social Media Relationship Manager
3 weeks ago
Pond Lehocky Giordano, LLP Philadelphia, United StatesJob Posting - Social Media Relationship Manager · Pond Lehocky Giordano is looking for a strategically minded Social Media Relationship Manager to join the team. · This is not a typical social media position - we already have a social media manager and an in-house videographer. ...
-
Commercial Banking Relationship Manager
2 weeks ago
WSFS Bank Philadelphia, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
-
Relationship Manager, MBA Career Management
1 week ago
InsideHigherEd Philadelphia, United States Administrative Jobs ,· Relationship Manager, MBA Career Management · University Overview · The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the to ...
-
Relationship Manager Development Program
1 week ago
Bank of America Philadelphia, United States Full timeDescription · : This job is responsible for completing a 12-month program designed to help develop foundational knowledge and commercial bank-specific sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. K ...
-
Bank of America Philadelphia, United StatesBusiness Banking Relationship Manager/Senior Relationship Manager Blue Bell, PA · Blue Bell, Pennsylvania;Philadelphia, Pennsylvania · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every co ...
Relationship Manager - Philadelphia, United States - Clark Capital Management Group
Description
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
Competencies for Success
About Clark Capital
Clark Capital Management Group is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.
Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.
We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.
Please visit our website at for more information.