Summary
As the Managing Director of Intermediary Sales, you will be responsible for the management and mentorship of a sales team that interacts with IDG Advisors, National Accounts and Defined Contribution Services.
You will collaborate with the Marketing department to create and implement specific campaigns that align with strategic goals of the firm. You will also leverage in-house resources such as, Portfolio Strategies Group, Advisory Services, etc., to empower our Advisors and deliver exceptional thought leadership and investment insights to our advisor clients. You will have responsibility of optimizing profitable revenue growth, advisor engagement and satisfaction, pipeline development, forecast and expense management. You will report to the Chief Distribution Officer.
Responsibilities
- Develop, lead and implement a strong business strategy for the IDG team
- Lead talent management and development including the monitoring of sales activities, shaping of territory business plans, sharing effective sales tactics and seeking ways to optimize sales processes
- Continual review of performance to guide sales team on differentiating, innovating and excelling in their roles
- Coordinate firm-specific initiatives and collaborate effectively to further relationship development, home office initiatives and thematic campaigns
- Cultivate high functioning collaboration across cross-functional groups, contributing significantly to strategy development, sales narratives, new initiatives and special projects
- Provide coverage for select DC and retail national accounts relationships
- Provide coverage for select DC advisor relationships
- Execute sales management responsibilities for IDG, including the following:
- Technology implementation (CRM creation and maintenance)
- Coach, train and mentor sales professionals as needed
- Act as principal in the hiring of sales professionals
- Budget creation and maintenance; Forecast business inflows and outflows
- Assess territory configuration and optimize for given headcount
Qualifications
- Bachelor's Degree & 15+ years' experience in the investment industry
- Extensive knowledge of industry trends, academic fundamentals, portfolio theory
- Excellent organizational and planning skills, particularly around time management and prioritization
- Dedicated, forward-thinking and intuitive leader
- Strategic problem solver committed to collaboration, innovation and team function.
- Excellent communication skills, both verbal and written
Compensation: $175,000-$250,000 expected base salary
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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.
