Internal Regional Consultant

5 days ago

New York Headquarters, United States Manning & Napier Full time
Summary
Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments. You will report to the Chief Distribution Officer.

Responsibilities

  • Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner
  • Offer specific investment solutions based on client needs and objectives
  • Effectively communicate investment strategies, performance and portfolio positioning
  • Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition
  • Provide exceptional proactive service to existing financial advisor relationships
  • Maintain consistent follow up with advisors to improve the sales process and deepen relationships
  • Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory
  • Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history
  • Provide practice management support to advisors to help them strengthen their client relationships and grow their business
  • Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring

Qualifications

  • Bachelor's degree
  • Series 6 and 63 or Series 7 required
  • Series 65 or 66 preferred, or completed within first month
  • 1-3+ years experience in financial services field
  • Experience selling or marketing investment products
  • Knowledge of asset management industry

Perks

  • Health, dental & vision insurance
    • Employer HSA contribution
    • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement
  • Free access to a Workplace Financial Advisor

Compensation: $60,000-$70,000 base salary; additional incentive/commission-based compensation expected.

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