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Manning & Napier · 5 days ago

VICE PRESIDENT, ADVISOR CONSULTANT

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $150K/yr

10+ years exp

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, mentoring internal consultants, and communicating investment strategies effectively.

Angel InvestmentConsultingFinancial Services

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

Qualification

Field sales experienceInvestment advisory knowledgeSeries 7 licenseConsultative sales approachMentoring skills

Required

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

Preferred

Industry-related Accreditations

Benefits

Health, dental & vision insurance

Employer HSA contribution

Opt out credit

401k employer match

Paid volunteer days

Gym reimbursement

Company

Manning & Napier

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

Fairport, New York, USA

201-500 employees