Summary
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 Head of Intermediary Sales.
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.
Skills Required
- Bachelor's degree
- Series 6 and 63 or Series 7
- 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
