Relationship Manager- Advisor Engagement
Vicus Capital, State College, PA, United States
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 a motivated professional ready to take ownership of their career.
Now Hiring: Relationship Manager- Advisor Engagement The Relationship Manager is a high‑impact role reporting directly to the Director of Advisor Engagement. We are looking for a motivated communicator who is ready to take ownership of advisor relationships. We believe in setting our team up for success, which is why you will receive direct mentorship and shadowing opportunities to master our strategies, build your industry IQ, and thrive in our high‑energy, in‑office culture.
As the primary point of contact for our financial advisors, you will bridge the gap between complex investment strategy and real‑world implementation. You’ll go beyond traditional support by consulting directly with advisors to create solutions for their clients and delivering elite business enhancement services.
Location: State College, PA (in‑office position) Location: State College, PA (in‑office position)
What You’ll Be Doing
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
What You Bring
Bachelor’s degree required
1–3 years of sales experience preferred (Financial services/investment management industry experience a plus)
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
What We Offer
This is full‑time in office salaried position; 8:00am – 5:00pm with opportunity to flex your hours after 1 year
Competitive compensation and performance incentives
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
Sound Like the Right Fit? 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.
Salary/Compensation: $50,000 - $75,000 per year
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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 a motivated professional ready to take ownership of their career.
Now Hiring: Relationship Manager- Advisor Engagement The Relationship Manager is a high‑impact role reporting directly to the Director of Advisor Engagement. We are looking for a motivated communicator who is ready to take ownership of advisor relationships. We believe in setting our team up for success, which is why you will receive direct mentorship and shadowing opportunities to master our strategies, build your industry IQ, and thrive in our high‑energy, in‑office culture.
As the primary point of contact for our financial advisors, you will bridge the gap between complex investment strategy and real‑world implementation. You’ll go beyond traditional support by consulting directly with advisors to create solutions for their clients and delivering elite business enhancement services.
Location: State College, PA (in‑office position) Location: State College, PA (in‑office position)
What You’ll Be Doing
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
What You Bring
Bachelor’s degree required
1–3 years of sales experience preferred (Financial services/investment management industry experience a plus)
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
What We Offer
This is full‑time in office salaried position; 8:00am – 5:00pm with opportunity to flex your hours after 1 year
Competitive compensation and performance incentives
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
Sound Like the Right Fit? 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.
Salary/Compensation: $50,000 - $75,000 per year
#J-18808-Ljbffr