Note: The job is a remote job and is open to candidates in USA. 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 while providing superior service and mentoring internal consultants.

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

Skills

• 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
• Industry-related Accreditations preferred

Benefits

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

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