Associate Relationship Manager | Internal Wholesaler
Clark Capital Management Group - Philadelphia, PA
Hiring: Associate Relationship Manager | Internal Wholesaler Company: Clark Capital Management Group Location: Philadelphia, PA Job Posted Time: 2026-09-11 11:41:07 Employment Type: Hybrid Target Skills & Keywords : Capital Markets, Series 7 About the job Experience: •General Experience - 13 months to 3 years •Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Required Skills: •Manages territory to attain both sales and revenue goals. •Conducts consultative, relationship-building sales calls by phone with Financial Advisors. •Develops and executes sales plan strategies with members of both external & internal Sales teams. •Articulates investment solution strategies and discusses financial markets (domestic and international). •Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts. •Analyzes regional/product sales trends within partner firms and among individual financial advisors. •Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors. •Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling). Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!