Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments. You will report to the Managing Director of Intermediary Strategy.
Responsibilities
- Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner
- Offer specific investment solutions based on client needs and objectives
- Effectively communicate investment strategies, performance and portfolio positioning
- Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier’s products and value proposition
- Provide exceptional proactive service to existing financial advisor relationships
- Maintain consistent follow up with advisors to improve the sales process and deepen relationships
- Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory
- Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history
- Provide practice management support to advisors to help them strengthen their client relationships and grow their business
- Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring
Qualifications
- Bachelor’s degree
- Series 6 and 63 or Series 7 required
- Series 65 or 66 preferred, or completed within first month
- 1-3+ years experience in financial services field
- Experience selling or marketing investment products
- Knowledge of asset management industry
Perks
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
- Free access to a Workplace Financial Advisor
Compensation: $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.
Top Skills
What We Do
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process.
Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors.
For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
