Job description
Summary
As the Vice President, Advisor Consultant, you will represent Manning & Napier’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 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 Managing Director of Intermediary Sales and be located in California.
Responsibilities
- Develop new business and maintain existing business relationships 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
- Mentor and partner with the Internal Regional Consultant in managing and growing the territory
- Attend industry seminars and make educational presentations about Manning & Napier's product offering 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
- 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
- Industry-related Accreditations
smogtown13.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, smogtown13.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, smogtown13.com is the ideal place to find your next job.