Vice President , Wealth Sales
About The Position
The Vice President, Wealth Sales is responsible for positioning Man Group products across Pacific Northwest regional wirehouse offices and the RIA channel, promoting and servicing existing allocations across the firm’s investment products and solutions, and implementing regional coverage strategy to strengthen impactful relationships and Man Group’s brand recognition. The role contributes to the US wealth business development strategy and implements direct sales activity, including achieving personal sales targets. It involves developing advisor relationships, presenting investment solutions, managing client relationships, organizing events, maintaining contact records, reporting activity, and traveling to client and prospect meetings and industry events.
Requirements
- Excellent organizational and time-management skills in an intense, fast-paced environment.
- Ability to take ownership and work independently as well as collaboratively.
- Proven problem-resolution proficiency and demonstrated initiative.
- Professional oral and written communication skills.
- Strong interpersonal skills and ability to maintain communication and partnerships with multiple stakeholders.
- Superior attention to detail.
- Ability to prioritize and multitask.
- Current 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 role.
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 through account prioritization, research, prospecting, calls, meeting scheduling, discussions of prospects’ investment aims, and introduction of Man Group investment solutions, including bespoke solutions.
- Engage senior colleagues and management in prospect discussions where appropriate and close sales opportunities.
- Contribute to the US wealth business development strategy and help implement the direct sales strategy, achieving personal sales targets within established timescales.
- Deliver professional presentations on the agreed product range to independent advisers and advisers affiliated with national wirehouses and RIAs.
- 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 agenda.
- Maintain accurate, up-to-date contact tracking information and write up meeting notes in a timely manner.
- Manage internal contacts to support sales activity and provide market and prospect feedback to support business strategy.
- Travel domestically and occasionally internationally for client and prospect meetings, presentations, and industry events.
- Report activity to senior management in the agreed format and within established timeframes.
Benefits
- Discretionary bonus in addition to base salary.
- Flexible working arrangements.
- Two annual paid 'Mankind' days for community volunteering.
- Competitive holiday entitlements.
- Pension/401k.
- Life and long-term disability coverage.
- Group sick pay.
- Enhanced parental leave.
- Long-service leave.
- Depending on location, private medical coverage, discounted gym membership options, and pet insurance.
- Professional development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
