Account Transition Management Specialist
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Job Description
Clark Capital is seeking an Account Transition Management Specialist who will engage with Financial Advisors, Clark Capital Sales and Operations teams, plus multiple investment platform partners, to facilitate the transition of incoming non-qualified investment portfolios. The individual would be the key liaison, connecting various parties, to mitigate the tax impact of portfolio transition and manage multiple sources of transition risk. The ideal candidate possesses superior communication, organizational, and analytical skills.
Essential Functions
- Construct, communicate, and secure approval for transition plans that distribute embedded gains over multiple years, while maximizing the amount of assets under active management and mitigating investment risk.
- Help ensure investor objectives are aligned with operational execution.
- Engage with advisors and/or clients to address concerns or questions.
- Ongoing monitoring of active transitions to assess opportunities for accelerating plans and/or to address investment risk.
- Support the Sales team with calls, video conferences, and in-person meetings to facilitate prospective cases.
- Perform other duties as required
Competencies for Success
- Ability to manage heavy workflow and meet deadlines.
- Experience engaging with financial advisors.
- Expansive investment management industry knowledge with thorough understanding of separately managed accounts, mutual funds, ETFs, etc.
- Strong presentation, writing, and interpersonal skills with the ability to communicate difficult portfolio concepts to diverse audiences with varying degrees of investment expertise, as well as the ability to discern and adapt to that level of investment sophistication.
- Experience or aptitude for working with Excel, Salesforce, and FactSet, and the ability to learn and master additional technologies and programs.
- Strong work ethic and high integrity.
- Ability to problem-solve and take initiative.
- College degree required and Series 7 preferred.