Manning & Napier

Vice President

• Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal
• Communicate investment strategies, performance, and portfolio positioning
• Develop a deep understanding of practice management and expertise to improve the sales process and deepen relationships
• Be able to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine
• Mentor and partner with the Internal Regional Consultant in managing and growing the territory
• Attend industry conferences and make educational presentations about Manning & Napier and Callodine Group of Company’s product offerings and other topics of interest
• Provide ongoing pro-service to third-party professionals and their clients
• Participate in department/firm meetings, engage colleagues across different areas, lead working groups, share unique ideas, and participate in continuous mentoring
• Follow Manning & Napier rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports

Vice President, Advisor Consultant