MANAGING DIRECTOR, INTERMEDIARY SALES Position Available In New York, New York

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Company:
Unclassified
Salary:
$212500
JobFull-timeOnsite

Job Description

Summary As the Managing Director of Intermediary Sales, you will be responsible for the management and mentorship of a sales team that interacts with IDG Advisors, National Accounts and Defined Contribution Services. You will collaborate with the Marketing department to create and implement specific campaigns that align with strategic goals of the firm. You will also leverage in-house resources such as, Portfolio Strategies Group, Advisory Services, etc., to empower our Advisors and deliver exceptional thought leadership and investment insights to our advisor clients. You will have responsibility of optimizing profitable revenue growth, advisor engagement and satisfaction, pipeline development, forecast and expense management. You will report to the Chief Distribution Officer. Responsibilities Develop, lead and implement a strong business strategy for the IDG team Lead talent management and development including the monitoring of sales activities, shaping of territory business plans, sharing effective sales tactics and seeking ways to optimize sales processes Continual review of performance to guide sales team on differentiating, innovating and excelling in their roles Coordinate firm-specific initiatives and collaborate effectively to further relationship development, home office initiatives and thematic campaigns Cultivate high functioning collaboration across cross-functional groups, contributing significantly to strategy development, sales narratives, new initiatives and special projects Provide coverage for select DC and retail national accounts relationships Provide coverage for select DC advisor relationships Execute sales management responsibilities for IDG, including the following: Technology implementation (InvestCloud portals, CRM creation and maintenance) Coach, train and mentor sales professionals as needed Act as principal in the hiring of sales professionals Budget creation and maintenance; Forecast business inflows and outflows Assess territory configuration and optimize for given headcount Qualifications Bachelor’s Degree & 15+ years’ experience in the investment industry Extensive knowledge of industry trends, academic fundamentals, portfolio theory Excellent organizational and planning skills, particularly around time management and prioritization Dedicated, forward-thinking and intuitive leader Strategic problem solver committed to collaboration, innovation and team function. Excellent communication skills, both verbal and written

Compensation:

$175,000-$250,000 expected base salary Manning & Napier is a wealth and investment manager that prides itself on helping our clients meet their financial goals. For fifty-five years, we have developed deep relationships with our clients and have employed a research-driven approach to wealth management. Whether we are helping a non-profit grow its endowment, an individual retire with confidence, or an advisor develop their practice, we maintain a focus on real-world results. Our culture rewards curiosity and an entrepreneurial attitude. We are always looking for passionate individuals to join our team.

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