Vice President , Wealth Sales

Man Group•Seattle, WA

2h•$150,000 - $200,000

About The Position

The Vice President, Wealth Sales will positively position Man Group products across Pacific Northwest regional wirehouse offices and the RIA channel. The role promotes and services existing allocations across Man Group’s investment products and solutions, implements regional coverage strategy, and prioritizes relationships that can improve the firm’s brand recognition. The position contributes to the overall US wealth business development strategy and implements direct sales activity to achieve personal sales targets. The role involves developing relationships with financial advisers and other investment contacts, managing designated accounts and sales opportunities, presenting products and solutions, and maintaining relationships with new and existing clients. The Vice President will collaborate with portfolio managers, senior colleagues, and internal stakeholders, organize client and prospect events, maintain accurate contact and meeting records, and report activity to senior management. Domestic travel and occasional international travel are required for meetings, presentations, and industry events.

Requirements

Excellent organizational and time-management skills for succeeding in an intense, fast-paced environment.
Ability to take ownership and work independently as well as collaboratively on a team.
Proven proficiency in problem resolution and demonstrated initiative.
Professional oral and written communication skills.
Strong interpersonal skills and the ability to maintain communication and partnerships with numerous key stakeholders.
Superior attention to detail.
Ability to prioritize and multitask.
Up-to-date knowledge of regulatory matters and adherence to procedures.
Successful completion of qualifications, licenses, tests, and other requirements imposed by regulatory authorities to lawfully perform the duties on behalf of the Company.

Responsibilities

Identify, develop, and maintain professional relationships with key investment contacts in the wealth channel, including financial advisers at large wirehouse platforms and RIAs.
Manage designated accounts, including prioritizing accounts, conducting research and prospecting through cold and warm calls, scheduling meetings, identifying prospects’ strategic and tactical aims, and introducing suitable Man Group investment solutions, including bespoke solutions.
Engage senior colleagues and senior management in prospect discussions where appropriate and close sales opportunities.
Contribute to the overall US wealth business development strategy and help implement the direct sales strategy, achieving personal sales targets within set timescales.
Present the agreed product range professionally to independent advisers and advisers affiliated with national wirehouses and RIAs, supporting business objectives with clear, concise, and relevant information.
Conduct final presentations in conjunction with Portfolio Managers.
Manage ongoing relationships with new and existing clients.
Organize and implement prospect entertainment and external events, such as seminars, and attend relevant industry events in line with the team’s agreed event agenda.
Maintain accurate, up-to-date contact tracking information for key contacts and ensure meeting notes are written up accurately and promptly.
Manage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategy.
Travel domestically and occasionally internationally, as required, to attend client and prospect meetings, presentations, and industry events.
Report activity to senior management in the agreed format and within established timeframes.