Job Opportunities API

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.