Vice President, Advisor Consultant

🕒 il y a 2 mois

🏄 California – Distant

🏄 California – Remote

💵 $100 000 - $150 000 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Manning & Napier

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

💸 Finance

Consulting • Finance

Manning & Napier propose une large gamme de solutions d'investissement à travers des comptes gérés de manière distincte, des fonds communs de placement et des fonds communs de placement collectif, ainsi que divers services de consultation qui complètent notre processus d'investissement.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• Health, dental & vision insurance • Employer HSA contribution • Opt out credit • 401k employer match • Paid volunteer days • Gym reimbursement