Internal Wholesaler

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 Managing Director of Intermediary Strategy.

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.