Advisor Engagement Specialist

Overview

Join the Vicus Capital Team – Where Innovation Meets Impact

Who We Are
At Vicus Capital
, we’re not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in State College, PA
, we offer industry-leading advisory platforms and a team culture that’s as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way—and we’re looking for someone who shares that mindset.

Now Hiring:
Advisor Engagement Specialist
The Advisor Engagement Specialist serves as a key member of the relationship management team, reporting to the Director of Advisor Engagement. This full-time, in-office position requires a passion for the sales and education process and its role in the firm’s success, along with a high degree of self-motivation and communication skills.

This individual works directly with financial advisors in developing investment solutions for their clients, requiring the ability to comprehend and articulate investment strategy knowledge, performance, and implementation to a specialized audience. As the primary point of contact for financial advisors, the individual also presents and delivers various business enhancement services offered by our firm.

Location:
State College, PA (in-office position)

• Build, grow, and maintain new and existing advisor relationships
• Articulate the firm’s value proposition
• Promote the firm’s suite of investment strategies and services
• Thorough understanding of the investment management industry for effective promotion of the firm and its solutions
• Identify and assess sales opportunities
• Contribute to the development and execution of sales strategies
• Drive sales growth
• Schedule, conduct, and follow up on sales meetings (video, phone, or in-person)
• Assist advisors in the sales process with end investors as needed
• Promote marketing initiatives
• Enhance brand visibility
• Document activities in CRM
• Perform trend analysis of sales activity data
• Identify workflow/system improvements and work to enact changes
• Work closely with the Director of Advisor Engagement and other team members to provide world class service to our advisors throughout the country

• Bachelor’s degree
• 1 – 3 years of sales experience
• Financial services/investment management industry experience a plus
• Must be highly motivated, relationship-oriented, as well as an organized self-starter who can develop and execute successful business plan
• Strong proficiency with Microsoft Office Suite, particularly Excel
• Extreme attention to detail and an ability to multi-task
• A high degree of professionalism

• We believe great work comes from a great environment. Here’s what you can expect as a valued member of our team:
• Competitive salary based on experience
• 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

If you’re ready to bring your skills, energy, and commitment to a company that truly values what you do, we’d love to hear from you.