Vice President, Wealth Sales

Man Group • Seattle, WA

1d • $150,000 - $200,000

About The Position

The Vice President, Wealth Sales will position Man Group products across Pacific Northwest regional wirehouse offices and the RIA channel, promote and service existing allocations across the firm's investment products and solutions, and implement regional coverage strategy to improve brand recognition and develop impactful relationships. The role contributes to the overall US wealth business development strategy and implements direct sales activity, meeting personal sales targets.

The position involves developing relationships with financial advisers and other investment contacts, managing designated accounts from prospecting through closing, presenting products and solutions, managing client relationships, and coordinating with portfolio managers and senior colleagues. The role also requires maintaining accurate contact and meeting records, supporting sales strategy with market feedback, reporting activity to senior management, and traveling domestically and occasionally internationally for meetings, presentations, and events.

The successful candidate will be organized, self-directed, collaborative, detail-oriented, and effective in a fast-paced environment. They will bring strong communication and interpersonal abilities, initiative, problem-solving skills, and current regulatory knowledge, and must complete all qualifications, licenses, tests, and other requirements necessary to perform the role lawfully.

Requirements

• Excellent organizational and time-management skills for 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 ability to maintain communication and partnerships with multiple 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 all qualifications, licenses, tests, and other requirements required by regulatory authorities to lawfully perform the duties on behalf of the Company.

Responsibilities

• Identify, develop, and maintain effective professional relationships with key investment contacts, including financial advisers at large wirehouse platforms and RIAs.
• Manage designated accounts through account prioritization, research, prospecting via cold and warm calls, meeting scheduling, discussions about prospects’ aims, introduction of potential Man Group investment solutions, engagement of senior colleagues where appropriate, and closing opportunities.
• Contribute to development of the overall US wealth business development strategy and help implement the direct sales strategy, achieving personal sales targets within established timescales.
• Conduct 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 agreed event agenda.
• Maintain accurate and up-to-date contact tracking information and ensure meeting notes are written up accurately and promptly.
• Manage internal contacts to support sales activity and provide market and prospect feedback to support business strategy.
• Travel domestically and occasionally internationally as required for client and prospect meetings, presentations, and industry events.
• Report activity to senior management in the agreed format and within established timeframes.
• Promote and service existing allocations across Man Group’s investment products and solutions.
• Implement regional coverage strategy, prioritizing relationships with the greatest potential impact on Man Group’s brand recognition.

Benefits

• Benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave, and long-service leave.
• Two annual 'Mankind' days of paid leave for community volunteering.
• Flexible working arrangements are available.
• Professional development opportunities.
• Depending on location, additional benefits may include private medical coverage, discounted gym membership options, and pet insurance.
• Compensation packages include a discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed