Associate Relationship Manager | Internal Wholesaler, Clark Capital
at Raymond James
Posted a day ago
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- United States
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**Associate Relationship Manager** | **Internal Wholesaler at Clark Capital**. Manage and grow relationships with internal wholesalers, driving asset growth and sales strategies. Key responsibilities include strategic planning, territory management, and sales reporting. Required skills feature proficient CRM usage, strong presentation skills, and a Bachelor's degree. Ideal candidates bring 1-3 years of relevant internal wholesaling experience, preferably with mutual funds. Familiarity with Fi360, CRM tools (e.g., Salesforce), and wholesaling processes is crucial. This mid-level role demands exceptional leadership, communication, and organizational skills to succeed in a fast-paced, compliance-focused environment.
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