Relationship Manager- Advisor Engagement

Benefits and culture

Vicus Capital offers a stable, in-office career in State College, PA with a people‑first culture that values your contributions and growth. This full‑time, salaried role provides a clear 8:00 am to 5:00 pm schedule with the potential to flex hours after one year, alongside a competitive compensation package and opportunities to advance as you support a national network of financial advisors.

• Annual salary range: $50,000 - $75,000
• In‑office, full‑time schedule from 8:00 am to 5:00 pm, with potential to flex hours after 1 year
• Competitive compensation plus performance incentives
• 15 days of PTO and 5 sick days 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

Responsibilities

• Build, grow, and maintain new and existing advisor relationships across the country
• Shadow senior leadership to master the ability to articulate the firm’s value proposition and investment strategies
• Collaborate with advisors to develop and implement complex investment solutions for their clients
• Identify and assess firm growth opportunities and contribute to the execution of national sales strategies
• Schedule and conduct high‑level meetings (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
• Partner with the Director of Advisor Engagement and the team to deliver world class service to the national advisor network

Requirements

• Bachelor’s degree required
• 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, and an interest in learning CRM systems
• Exceptional attention to detail and the ability to multi‑task in a high‑energy environment
• Professionalism and integrity in all interactions

Technologies

• Microsoft Office Suite
• Excel
• CRM systems

Who we are

Vicus Capital is a growing investment management firm with over $2 billion in assets under management. Headquartered in State College, PA, we serve a national network of financial advisors with leading advisory platforms and a collaborative, high‑performing culture. We value excellence, teamwork, and doing things the right way, and we seek professionals who are ready to own their careers and contribute meaningfully to our mission.