<p>Summary</p> <p>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 Chief Distribution Officer.</p> <p>Responsibilities</p> <ul> <li>Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner </li><li>Offer specific investment solutions based on client needs and objectives </li><li>Effectively communicate investment strategies, performance and portfolio positioning </li><li>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 </li><li>Provide exceptional proactive service to existing financial advisor relationships </li><li>Maintain consistent follow up with advisors to improve the sales process and deepen relationships </li><li>Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory </li><li>Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history </li><li>Provide practice management support to advisors to help them strengthen their client relationships and grow their business </li><li>Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring </li></ul> <p>Qualifications</p> <ul> <li>Bachelor's degree </li><li>Series 6 and 63 or Series 7 required </li><li>Series 65 or 66 preferred, or completed within first month </li><li>1-3+ years experience in financial services field </li><li>Experience selling or marketing investment products </li><li>Knowledge of asset management industry </li></ul> <p>Perks</p> <ul> <li> <p>Health, dental & vision insurance</p> </li><li> <p>Employer HSA contribution</p> </li><li> <p>Opt out credit</p> </li><li> <p>401k employer match</p> </li><li> <p>Paid volunteer days</p> </li><li> <p>Gym reimbursement</p> </li><li> <p>Free access to a Workplace Financial Advisor</p> </li></ul> <p>Compensation: $60,000-$70,000 base salary; additional incentive/commission-based compensation expected.</p>