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Associate Relationship Manager | Internal Wholesaler, Clark Capital

Job in Philadelphia, Philadelphia County, Pennsylvania, 19133, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-08-05
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Job Description & How to Apply Below
Clark Capital is searching for 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. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.

*
* Job Responsibilities:

*
* + 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).

+ Ensures 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.
Position Requirements
10+ Years work experience
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