Trade Relations Manager jobs in Altoona, PA

COMPANY

Vicus Capital is an independent investment management firm with over $2 billion in assets under management, headquartered in State College, Pennsylvania. The firm works with advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees.

POSITION SUMMARY
We are seeking an Advisor Relations Specialist who will work closely with the Director of Advisor Relations and other team members to provide world class service to our advisors throughout the country. While in this role, the right candidate will be trained on investment products and be a key player in ensuring requests and deliverables are met.

LOCATION

Full-time role in State College, PA.

BENEFITS

• Salaried position, commensurate with experience
• Health Insurance
• Dental & Vision Insurance
• Group Life Insurance
• Short-Term Disability Insurance
• 401(k) Plan with safe harbor employer contribution

PRINCIPAL DUTIES AND RESPONSIBILITIES

• Energetic, positive attitude and ambition
• Reinforce the firm’s value proposition
• Aid in strengthening relationships
• Support in the execution of sales initiatives
• Assist in processing and tracking of sales requests and deliverables
• Perform trend analysis of sales activity data
• Assist in conducting competitive analysis
• Develop knowledge and application of the investment strategies and solutions
• Assist with scheduling of sales meetings and corresponding follow-ups
• Assist in CRM system maintenance
• Identify workflow/system improvements and work to enact changes
• Maintain student-of-the-industry approach; latest trends and best practices

SKILLS AND QUALIFICATIONS

• Bachelor’s degree required
• Minimum of 2 years experience providing high-end client service in a professional office (non-retail) environment
• Financial services industry experience a plus
• Must be highly motivated, relationship-oriented, as well as an organized self-starter
• Strong proficiency with Microsoft Office Suite, particularly Excel
• Extreme attention to detail and an ability to multi-task
• A high degree of professionalism

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• State College, PA 16801: Relocate before starting work (Required)

Work Location: In person