Internal Wholesaler

SummaryOur 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.ResponsibilitiesShare financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable mannerOffer specific investment solutions based on client needs and objectivesEffectively communicate investment strategies, performance and portfolio positioningAchieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value propositionProvide exceptional proactive service to existing financial advisor relationshipsMaintain consistent follow up with advisors to improve the sales process and deepen relationshipsDevelop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territoryProfile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact historyProvide practice management support to advisors to help them strengthen their client relationships and grow their businessParticipate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoringQualificationsBachelor's degreeSeries 6 and 63 or Series 7 requiredSeries 65 or 66 preferred, or completed within first month1-3+ years experience in financial services fieldExperience selling or marketing investment productsKnowledge of asset management industryPerksHealth, dental & vision insuranceEmployer HSA contributionOpt out credit401k employer matchPaid volunteer daysGym reimbursementFree access to a Workplace Financial AdvisorCompensation: $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.

Created: 2024-11-09