Vice President, Wealth Sales

Posted 11 Days Ago
Be an Early Applicant
Seattle, WA, USA
In-Office
150K-200K Annually
Expert/Leader
Financial Services
The Role
Develops and executes wealth-channel sales strategies across Pacific Northwest wirehouse offices and RIAs. Builds relationships with financial advisers, prospects investment solutions, manages accounts, presents products, closes opportunities, supports client retention, and contributes to US wealth business strategy. The role also coordinates events, maintains contact records, reports activity, ensures regulatory compliance, and requires domestic travel with occasional international travel.
Summary Generated by Built In

About Man Group

Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.

Headquartered in London, we manage $253.6 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com

At Man Group, we respect your privacy and we are committed to protecting and safeguarding your Personal Data. We have developed policies and processes which are designed to provide for the security and integrity of your Personal Data. We are committed to Processing your Personal Data fairly and lawfully, and being open and transparent about such Processing. For further information on how we process your data, please see the privacy notice for applicants here.

* As at 30 June 2026

Purpose of the role

The primary purpose of this role is to positively position various Man products across the Pacific Northwest regional wirehouse offices and the RIA channel.

  • All aspects of the promotion and servicing of existing allocations in the entire range of Man’s investment products and solutions
  • Implementation of coverage strategy for the region, prioritizing those most impactful relationships to help improve the brand recognition of Man

Specific responsibilities

  • Identify, develop and maintain effective professional relationships with key investment contacts within the wealth channel - key financial advisers within the large wire house platforms and RIAs
  • Structured management of designated accounts: this will involve prioritisation of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunities
  • Contribute to the development of the overall US wealth business development strategy and help to implement the direct sales strategy achieving personal sales targets within the timescales set
  • Conduct effective, professional presentations on the agreed product range to independent advisors as well as those affiliated with national wirehouses and RIAs in a manner that supports business objectives and delivers clear, concise, and relevant information
  • Carry out finals presentations in conjunction with Portfolio Managers
  • Manage on-going relationships with new and existing clients
  • Organize and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
  • Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner
  • Manage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategy
  • Undertake domestic travel, and occasional international travel where required, to attend client and prospect meetings, presentations, and industry events.
  • Report on all activity to senior management in an agreed format and within established timeframes
  • Undertake domestic travel, and occasional international travel where required, to attend client and prospect meetings, presentations, and industry events.

Key competencies

  • Excellent organizational and time management skills to succeed in an intense, fast paced environment
  • Ability to take ownership and work independently as well as on a team
  • Proven proficiency in problem resolution and demonstrated initiative
  • Professional oral and written communication skills
  • Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
  • Superior attention to detail
  • Ability to prioritize and multi-task
  • Compliance/Regulatory: Up to date knowledge of regulatory matters and adherence to procedures
  • Compliance/Regulatory: Successful completion of all qualifications, licenses, tests, and other requirements required by any regulatory authorities to lawfully perform your duties herein on behalf of the Company

The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant.  The Firm reserves the right to modify this pay range at any time.

US Pay Range
$150,000—$200,000 USD

Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.

Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.

Equal Employment Opportunity Policy

Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.

Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact [email protected].


Skills Required

  • Excellent organizational and time management skills
  • Ability to take ownership and work independently and collaboratively
  • Proven problem-resolution skills and demonstrated initiative
  • Professional oral and written communication skills
  • Strong interpersonal and stakeholder relationship skills
  • Superior attention to detail
  • Ability to prioritize and multitask
  • Current knowledge of compliance and regulatory matters
  • Successful completion of required regulatory qualifications, licenses, tests, and other authorizations
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The Company
HQ: London
2,471 Employees
Year Founded: 1783

What We Do

Man Group is a global active investment management firm, which runs $127 billion* of client capital in liquid and private markets, managed by investment specialists based around the world. Headquartered in London, the firm has 15 international offices and operates across multiple jurisdictions. Our business has five specialist investment engines, which represent the range of our capabilities: Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM. These engines house numerous investment teams, working collaboratively within the framework of Man Group, with a high degree of investment autonomy. Each team benefits from the strength and resources of the firm’s single operating platform, enabling their primary focus to be seeking to generate alpha for clients. The teams invest across a diverse range of strategies and asset classes with highly specialised approaches, with long only and alternative strategies run on a discretionary and quantitative basis in single and multi-manager formats. Our clients are at the heart of everything we do and we engage in close dialogue with our investors as strategic partners, to understand their particular needs and constraints. Man Group’s investment teams are empowered and supported by our institutional infrastructure and technology, which aims to facilitate the efficient exposure to markets and effective collaboration across the organisation.

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