Associate Relationship Manager

Job Description Summary

Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.

Job 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.

Job Responsibilities

• 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.

Competencies for Success

• 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.

Education

Bachelor’s: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.