INTERNAL REGIONAL CONSULTANT

LE010 Manning & Napier Advisors, LLC; New York (NY); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k employer match

Paid volunteer days

Gym reimbursement

Free Workplace Financial Advisor

Job summary

Manning & Napier Advisors, LLC is seeking an Intermediary Sales professional to cover a New York territory, partnering with a senior sales leader to develop financial advisor relationships. You will support via phone and email, with some travel, to promote our investment solutions and drive growth.

The role targets individuals with Series 6/63 or Series 7, plus Series 65/66 preferred, and 1-3+ years in financial services.

Qualifications

• Bachelor’s degree is required.
• Series 6 and 63 or Series 7 are required.
• Series 65 or 66 preferred, or completed within first month.

Responsibilities

• Share market insights and explain complex concepts simply.
• Offer investment solutions based on client needs.
• Communicate investment strategies, performance, and portfolio positioning.
• Engage with advisors via phone, email, screen sharing, and in-person meetings.
• Provide proactive service to existing advisor relationships.
• Follow up with advisors to improve sales processes.
• Develop a business plan with externals to grow sales in the territory.
• Profile advisors and maintain contact history in databases.
• Provide practice management support to strengthen client relationships.
• Participate in department meetings and mentoring activities.

Skills

Intermediary sales

Relationship building

Communication

Presentations

Education

Bachelor's degree

Tools

Series 6/63

Series 7

Series 65/66 preferred

Job description

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 & Compensation

• 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.

Manning & Napier is a wealth and investment manager that prides itself on helping our clients meet their financial goals. For fifty-five years, we have developed deep relationships with our clients and have employed a research-driven approach to wealth management. Whether we are helping a non-profit grow its endowment, an individual retire with confidence, or an advisor develop their practice, we maintain a focus on real-world results. Our culture rewards curiosity and an entrepreneurial attitude. We are always looking for passionate individuals to join our team.