Associate Relationship Manager | Internal Wholesaler, Clark Capital
Core
Manages territory to attain sales and revenue goals by conducting consultative sales calls with Financial Advisors to acquire, develop, and maintain relationships.
Role type
Associate Relationship Manager (Internal Wholesaler)
Builds
Investment solutions and financial products for Financial Advisors
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
consultative sales, relationship management, territory management, CRM usage, compliance adherence, investment solution articulation, market analysis
Preferred skills
financial services industry experience, Series 7 license, Bachelor's in Finance
Technologies
CRM systems
Responsibilities
Conduct consultative sales calls by phone with Financial Advisors; Develop and execute sales plan strategies with internal and external sales teams; Analyze regional/product sales trends within partner firms; Ensure compliance with industry regulations and company processes; Manage daily territory tasks including CRM updates and scheduling.
Seniority
Junior to Mid-level (13 months to 3 years experience)