Overview

Vicus Capital is not your typical investment management firm. With more than $2 billion in assets under management and a rapidly expanding national footprint, we are dedicated to redefining how financial advisors are supported. Based in State College, PA, we provide industry-leading advisory platforms and maintain a collaborative, high-performing culture that is welcoming and close-knit. We pursue excellence, teamwork, and integrity, and we are seeking a motivated professional ready to advance their career.

Now Hiring: Relationship Manager - Advisor Engagement. This high-impact role reports to the Director of Advisor Engagement and is designed for a strong communicator prepared to take ownership of advisor relationships. You will receive direct mentorship and shadowing opportunities to master our strategies, grow your industry IQ, and thrive in our energetic, in-office environment. As the primary point of contact for our financial advisors, you will bridge the gap between complex investment strategy and real-world implementation, consulting directly with advisors to craft client solutions and deliver elite business enhancement services.

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

What You’ll Be Doing

Build, grow, and sustain new and existing advisor relationships across the country
Shadow senior leadership to master how to articulate our value proposition and investment strategies
Collaborate with advisors to develop and implement complex investment solutions for their clients
Identify and evaluate firm growth opportunities, contributing your perspective to national sales strategy execution
Schedule and conduct high-level meetings via video, phone, or in-person and assist advisors in planning and implementation with end investors
Perform trend analysis and identify system improvements to keep Vicus at the forefront
Work closely with the Director of Advisor Engagement and the broader team to deliver world-class service to our national advisor network

What You Bring

Bachelor’s degree required
1 to 3 years of sales experience preferred; experience in financial services or investment management is a plus
Highly motivated, relationship-oriented, and an organized self-starter able to develop and execute a business plan
Strong proficiency with Microsoft Office, particularly Excel, and an interest in learning CRM systems
Extreme attention to detail and the ability to multitask in a fast-paced environment
A high degree of professionalism and integrity

What We Offer

Full-time in-office salaried position; hours typically 8:00 am to 5:00 pm, with the opportunity to flex after one year
Competitive compensation and performance incentives
15 days of paid time off and 5 sick days, starting to accrue from 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

Salary

Salary/Compensation: $50,000 - $75,000 per year

Location

State College, PA 16801 — in-office position

Relationship Manager- Advisor Engagement

Job Description