Demo

INTERNAL REGIONAL CONSULTANT

Manning & Napier
Fairport, NY Full Time
POSTED ON 3/26/2025
AVAILABLE BEFORE 5/26/2025
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.

Salary : $50,000 - $60,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a INTERNAL REGIONAL CONSULTANT?

Sign up to receive alerts about other jobs on the INTERNAL REGIONAL CONSULTANT career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$104,659 - $145,110
Income Estimation: 
$143,609 - $190,347
Income Estimation: 
$128,655 - $181,504
Income Estimation: 
$80,062 - $120,119
Income Estimation: 
$104,680 - $202,844
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$116,413 - $176,962
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$63,382 - $90,792
Income Estimation: 
$80,083 - $123,269
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$66,430 - $110,036
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Manning & Napier

Manning & Napier
Hired Organization Address Rochester, NY Full Time
Summary We are seeking a talented and creative Marketing Designer to join our team. The Marketing Designer will be respo...
Manning & Napier
Hired Organization Address Naples, FL Full Time
Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new rel...
Manning & Napier
Hired Organization Address New York, NY Full Time
Summary We are seeking a talented and creative Marketing Designer to join our team. The Marketing Designer will be respo...
Manning & Napier
Hired Organization Address Columbus, OH Full Time
Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clien...

Not the job you're looking for? Here are some other INTERNAL REGIONAL CONSULTANT jobs in the Fairport, NY area that may be a better fit.

Internal Medicine

Rochester Regional Health Careers, Rochester, NY

Internal Medicine Physician-Geneva

Rochester Regional Health Careers, Geneva, NY

AI Assistant is available now!

Feel free to start your new journey!