Associate Relationship Manager | Internal Wholesaler, Clark Capital
At a glance
Mid-level Account Management role at Raymond James. Philadelphia · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Manage a territory toward sales and revenue targets while supporting external representatives
- Call financial advisors to build relationships, uncover needs, and present investment solutions
- Create sales plans with internal and external teams, then pursue new advisor opportunities
- Review regional and product sales patterns across partner firms and individual advisors
- Maintain CRM records, coordinate supplemental scheduling, and handle daily territory administration
What you bring
- A college degree in finance is preferred for this position
- You bring one to three years of general work experience and strong consultative selling ability
- You understand financial markets, mutual funds, ETFs, retirement plans, separately managed accounts, and hedge strategies
- You communicate clearly in writing and conversation, with strong probing, listening, and closing skills
- The Securities Industry Essentials exam is required, while Series 7 is preferred
Who this fits
You’ll suit this role if you can organize a territory, adapt to changing situations, and build advisor relationships by phone. It calls for financial-services knowledge, integrity, resourcefulness, and comfort working with internal and external sales teams. The position is hybrid and based in Philadelphia.
From the employer
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 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.
Education
Bachelor’s: FinanceWork Experience
General Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Workstyle
HybridThe 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.
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