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Associate Relationship Manager | Internal Wholesaler, Clark Capital
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19133, USA
Listed on 2026-08-05
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
*
* 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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