Internal Regional Consultant

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 Head of Intermediary Sales.

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: $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.