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VICE PRESIDENT, ADVISOR CONSULTANT at Manning & Napier - ApplyBlast

VICE PRESIDENT, ADVISOR CONSULTANT

Manning & Napier

5 months ago

4.1 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

A Vice President Advisor Consultant at Manning & Napier and Callodine Group represents investment portfolios and services third-party professionals within a specific territory. The role requires selling separately managed accounts, TAMPs, alternative investments, and funds while operating remotely and mentoring regional consultants. Key duties include utilizing a consultative sales approach to grow market share, communicating investment strategies, and providing ongoing advisory services to clients and professionals.

Responsibilities

Prospect and service assets for third-party professionals in the assigned territory
Sell separately managed accounts, TAMPs, and alternative investments to meet sales goals
Communicate investment strategies, performance, and portfolio positioning to clients
Mentor and partner with internal regional consultants to manage and grow the territory
Provide ongoing advisory services and market offerings to professionals and their clients

Skills

Qualifications

Bachelor's degreeSeries 7 License

About Manning & Napier

manning-napier.com

Headquarters

Fairport, New York, United States

Company Size

201-500 employees

Founded

1970

View Profile

With an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.