Vice President, Advisor Consultant

🕒 June 3

🏄 California – Remote

🏄 California – Remote

💵 $100k - $150k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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Manning & Napier

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

💸 Finance

Consulting • Finance

Manning & Napier is an investment manager dedicated to helping clients meet their financial goals. Founded in 1970, the firm provides a broad range of investment solutions, including separately managed accounts, mutual funds, and collective investment trust funds. They offer various consultative services that complement their investment offerings, serving a diverse client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, and endowments. Headquartered in Fairport, NY, Manning & Napier also emphasizes customized solutions that address specific client needs, such as financial consulting, wealth management, tax planning, and trust services.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

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