Note: The job is a remote job and is open to candidates in USA. Manning & Napier is seeking a Vice President, Advisor Consultant to represent their investment portfolios and service assets for third-party professionals. The role involves utilizing a consultative sales approach to grow sales and market share while providing superior service and mentoring internal consultants.
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
Skills
- 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
- Industry-related Accreditations preferred
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Company Overview