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Vice President, Advisor Consultant

Company: Manning & Napier
Location: Myrtle Point
Posted on: January 26, 2023

Job Description:

Summary

As the Vice President, Advisor Consultant, you will represent Manning & Napier's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. You will need experience selling separately managed accounts and multiple model delivery TAMPs and funds. You should have long-term, annualized top quartile sales success and expert knowledge within the Intermediary market. You will operate remotely and report to the Managing Director of Intermediary Sales and be located in the Pacific Northwest (OR, WA).

Responsibilities

* Develop new business and maintain existing business relationships 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
* Mentor and partner with the Internal Regional Consultant in managing and growing the territory
* Attend industry seminars and make educational presentations about Manning & Napier's product offering 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

Qualifications

* 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
* Industry-related Accreditations

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

Keywords: Manning & Napier, Medford , Vice President, Advisor Consultant, Executive , Myrtle Point, Oregon

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