Sterling Capital Management Work Values

Daily Duties at Sterling Capital Management:

Responsible for building and maintaining relationships with advisors and their clients to generate assets and revenue in the states of North Carolina, South Carolina and Georgia. Involves interacting with clients/prospects primarily through face-to-face visits, but also through conferences, seminars, client events and telephone calls. Be able to provide actionable insight and information on the markets to position oneself as a valued resource and partner for RIA’s, and wire house advisors with an emphasis on providing investment solutions. Diligently track all activities in our CRM. Focus on obtaining all sales goals. Develop programs that continually expand public awareness around Sterling Capital investment solutions and ideas. Display effectiveness in helping and mentoring advisors on how to implement and integrate a well thought out investment policy statement.

What they like about Sterling Capital Management:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Leardership, Business development, Territory Management, Sales, management, financial services, Wholesaler, Mutual Fund Wholesaler

Skills

sales and marketing of mutual funds and exceptional client service

These are some of the questions we asked our climbers about their experiences with Sterling Capital Management: