Vice President, Advisor Consultant

Manning & Napier

Vice President, Advisor Consultant representing investment portfolios and servicing third-party professionals. Driving sales growth and maintaining superior service in the assigned territory.

Posted 6/3/2026full-timeRemote • California • 🇺🇸 United StatesLead💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree required; Industry-related Accreditations preferred
10+ years of field sales experience in the assigned territory with a proven track record of success
Expert level technical knowledge of investment and advisory services industry
Extensive travel required, under normal circumstances
Series 7 or appropriate multi-licenses for markets

Benefits

Comp & perks

Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

consultative salesinvestment strategiesportfolio positioningpractice managementsales process improvementalternative investmentsfield sales experiencetechnical knowledge of investment servicesmulti-licenses for markets

Soft Skills

communicationmentoringrelationship buildingcollaborationleadershippresentation skillsproblem-solvingengagementcontinuous improvement

Certifications

Bachelor's degreeSeries 7