Relationship Manager -Advisor Engagment

Summary: Vicus Capital is an investment management firm with over $2 billion in assets under management, aiming to redefine support for financial advisors. They are seeking a Relationship Manager to build and maintain advisor relationships, consult on investment strategies, and contribute to national sales strategies. Responsibilities: - Build, grow, and maintain new and existing advisor relationships across the country - Shadow senior leadership to master the ability to articulate our firm’s value proposition and investment strategies - Work directly with advisors to develop and implement complex investment solutions for their clients - Identify and assess firm growth opportunities, contributing your voice to the execution of national sales strategies - Schedule and conduct high-level meetings (video, phone, or in-person) and assist advisors in the planning and implementation process with end investors - Perform trend analysis and identify system improvements to keep Vicus on the cutting edge - Work closely with the Director of Advisor Engagement and other team members to provide world class service to our national advisor network Required Qualifications: - Bachelor's degree required - Must be highly motivated, relationship-oriented, and an organized self-starter ready to develop and execute a business plan - Strong proficiency with Microsoft Office Suite, particularly Excel as well as interest in learning CRM systems - Extreme attention to detail and an ability to multi-task in a high-energy environment - A high degree of professionalism and integrity Preferred Qualifications: - 1 – 3 years of sales experience preferred (Financial services/investment management industry experience a plus) Required Skills: Microsoft Excel, CRM systems, Sales experience, Financial services, Investment management, Motivated communicator, Relationship-oriented, Organized self-starter Benefits: 15 days PTO and 5 Sick days start accruing on Day 1, Health, dental, and vision insurance, Group life and short-term disability insurance, 401(k) plan with a safe harbor employer contribution, A supportive, people-first culture where your work is valued and your growth is encouraged