Associate Relationship Manager, Clark Capital
Core
Managing territory with external Investment Consultants to attain sales and revenue goals through consultative relationship-building sales calls.
Role type
Associate Relationship Manager (Financial Services)
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, financial market analysis, compliance adherence
Preferred skills
financial services industry experience, Series 7 license, Bachelor's in Finance
Technologies
CRM systems
Responsibilities
Conduct consultative sales calls with financial advisors, develop and execute sales plan strategies, articulate investment solution strategies, identify sales opportunities and advisor needs, analyze regional/product sales trends, ensure compliance with industry regulations
Seniority
Junior, individual contributor