Clark Capital Management Group Tech Stack

Asset management platform for financial advisors and high-net-worth clients

Financial Services Philadelphia, PA 51–200 employees Founded 1986 Privately Held

Clark Capital is a Philadelphia-based asset manager built around advisor partnerships, with a tech stack anchored in Bloomberg, FactSet, and Salesforce — tools that signal a focus on institutional-grade portfolio management and advisor relationship management. Active hiring spans finance, sales, and marketing roles at mid and senior levels, paired with projects around quantitative equity strategies, estate planning, and advisor content creation — indicating growth in both product depth and advisor distribution.

Tech Stack 15 technologies

Core StackSalesforce Python Adobe Creative Cloud WordPress Excel Bloomberg FactSet Microsoft Office SQL PowerPoint HTML CSS Salesforce Marketing Cloud Salesforce Marketing Cloud Account Engagement Word

What Clark Capital Management Group Is Building

◆Challenges

Acquiring new financial advisors
Maintaining advisor relationships
Ensuring compliance with regulations

▲Active Projects

Develop new stock selection models
Content creation process for high-net-worth clients
Integrated estate and financial plans for u/hnw clients
Implementation of a proven investment process
Website maintenance
Email marketing automation
Video production compliance
Client and community event presentations
Maintain database of investment models
Shaping and executing clark’s quantitative and fundamental equity strategies

Hiring Activity

Accelerating10 roles · 7 in 30d

Department

Finance

Sales

Marketing

Seniority

Mid

Senior

Junior

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About Clark Capital Management Group

Clark Capital Management Group is an independent asset manager founded in 1986, operating as a privately held, employee-owned firm. The company provides investment solutions to individual investors, corporations, foundations, and retirement plans, primarily through partnerships with financial advisors. Services include tailored Navigator Investment Solutions for high-net-worth individuals, institutional-quality portfolio construction, and integrated financial and estate planning. The firm combines quantitative and fundamental equity strategies with a support layer designed to help advisors focus on client discovery and relationship management.

HeadquartersPhiladelphia, PA

Company Size51–200 employees

Founded1986

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Clark Capital use?

Core tools include Salesforce (CRM and marketing automation), Bloomberg, FactSet, Excel, SQL, and Python. The stack reflects institutional portfolio management workflows paired with advisor relationship and campaign management.