Summary
As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company’s investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory.
You will need experience selling separately managed accounts and multiple model delivery TAMPs, alternative investments and funds. You should have long-term, annualized top quartile sales success and expert knowledge within the Intermediary market. You will operate remotely and report to the Head of Intermediary Sales.
Responsibilities
- Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal
- Communicate investment strategies, performance, and portfolio positioning
- Develop a deep understanding of practice management and expertise to improve the sales process and deepen relationships
- Be able to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine
- Mentor and partner with the Internal Regional Consultant in managing and growing the territory
- Attend industry conferences and make educational presentations about Manning & Napier and Callodine Group of Company’s product offerings and other topics of interest
- Provide ongoing pro-service to third-party professionals and their clients
- Participate in department/firm meetings, engage colleagues across different areas, lead working groups, share unique ideas, and participate in continuous mentoring
- Follow Manning & Napier rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports
Qualifications
- Bachelor's degree required; Industry-related Accreditations preferred
- 10+ years of field sales experience in the assigned territory with a proven track record of success
- Expert level technical knowledge of investment and advisory services industry
- Extensive travel required, under normal circumstances
- Series 7 or appropriate multi-licenses for markets
Perks
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Compensation: $100,000-$150,000 base salary; additional incentive/commission-based compensation expected
Similar Jobs
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.
