Vice President, Advisor Consultant
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Vice President, Advisor Consultant representing Manning & Napier's investment portfolios and managing assets for third-party professionals. Focused on sales success in the Intermediary market.
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
Requirements:
- 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
Benefits:
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Similar Jobs
VP, Therapeutic Strategy – Infectious Disease, Respiratory
Therapeutic Strategy VP responsible for pharmaceutical product development strategies. Driving innovation and commercial success within an ethical framework at IQVIA.
Vice President – Health Systems
Vice President overseeing Intrafusion business growth, driving complex opportunities in health systems. Leading team development and ensuring effective sales execution for healthcare solutions.
VP – PBM Trade Relations
Vice President managing Navitus’ pharmaceutical manufacturer engagement strategy. Leading rebate strategies and GPO relationships to ensure best cost outcomes for clients.
MVP, Service Delivery – Europe Global Enterprise and ROW RB
Leads Senior Service Delivery Associates at Gartner, enhancing client delivery excellence. Drives team growth and business results within a remote setup in the UK.
VP, Project Delivery
VP of Project Delivery directing Project Delivery organization at Thrive. Driving continuous improvement initiatives and managing department KPIs and strategic initiatives.
Vice President, Public Programs
Vice President of Public Programs managing partnerships with public entities for a national home performance rating system. Leading strategic initiatives and a team focused on energy efficiency in homes.
Vice President, Center Development and Services
Vice President managing center development and services for autism support. Driving growth, managing teams, and ensuring compliance in healthcare settings.
Vice President, Center Development and Services
Vice President driving center development at LEARN Behavioral, managing new openings and team growth. Collaborating with operational leadership to ensure strategic growth and development in healthcare.
Vice President, Center Development and Services
Vice President managing center development and services for LEARN Behavioral. Leading strategic growth and operational oversight to enhance support for children with autism and special needs.
Vice President, Center Development and Services
Vice President managing growth and operations of centers for a behavioral health organization. Leading strategic development, team management, and collaboration with operational leadership.
VP, Relationship Management
VP, Head of Relationship & Account Management at Lincoln Financial. Leading strategy and client engagement for the Mid/Large Market Plan Sponsor Experience team with a focus on growth.
VP, Digital Platform
Vice President responsible for leading Microsoft Digital Platform at ENFRA. Overseeing Teams, Copilot, and Power Platform execution within the digital strategy.
Vice President, Medical Affairs
Vice President of Medical Affairs leading strategies for an ophthalmology-focused biotech company. Overseeing medical affairs initiatives and supporting product launch trajectories.
Vice President, Research & Evidence
Vice President providing strategic leadership for FHI 360’s research initiatives. Overseeing global research practices to align with organizational priorities and ethical standards.
Vice President, Clinical Excellence
Senior clinical leader advancing quality and performance across home health and hospice services. Driving enterprise-wide clinical strategy aligned with value-based care and ensuring high-quality care.
Vice President, Strategic Pricing
Vice President, Strategic Pricing responsible for establishing strategic pricing frameworks at FICO. Collaborate with product, sales, and finance teams to drive pricing strategies for software offerings.
SVP, Commercial Strategy
SVP, Commercial Strategy at Chess.com overseeing B2B revenue-driving efforts across product, content, advertising, and partnerships. Leading integration of opportunities to drive meaningful revenue with global brands.
Vice President of Brand
VP of Brand defining and evolving Vanta's brand across all touchpoints. Leading creative, content, and communications to drive perception and pipeline.
ADVPL Developer – TLPP
Desenvolvedor ADVPL/TLPP at Logithink, responsible for developing and maintaining products in TOTVS environment. Focus on collaboration, innovation, and software development best practices.
Vice President – Mergers & Acquisitions
Director of Mergers & Acquisitions driving deal execution for Scientific Safety Alliance. Collaborating with the Head of M&A to enhance the acquisition strategy and processes.