Associate Relationship Manager | Internal Wholesaler, Clark Capital
Core
Supports external sales teams in acquiring, developing, and maintaining relationships with Financial Advisors to sell investment products.
Role type
Associate Relationship Manager (Internal Wholesaler)
Builds
Investment solutions and financial products for Financial Advisors
Domain
Financial Services / Capital Markets
Deliverable
product features
Required skills
consultative sales, relationship management, territory management, CRM usage, compliance adherence, market analysis, verbal and written communication
Preferred skills
financial services industry experience, Series 7 license, Bachelor's in Finance
Technologies
CRM systems
Responsibilities
Manage territory to attain sales and revenue goals; Conduct consultative sales calls with Financial Advisors; Develop and execute sales plan strategies; Articulate investment solution strategies and discuss financial markets; Identify sales opportunities and advance relationships; Analyze regional/product sales trends; Provide exceptional service to Financial Advisors; Handle daily territory management tasks; Ensure compliance with industry regulations.
Seniority
Junior, 13 months to 3 years experience