Vice President, Wealth Sales

Purpose of the role

The primary purpose of this role is to positively position various Man products across the Pacific Northwest regional wirehouse offices and the RIA channel.

• All aspects of the promotion and servicing of existing allocations in the entire range of Man's investment products and solutions
• Implementation of coverage strategy for the region, prioritizing those most impactful relationships to help improve the brand recognition of Man

Specific responsibilities

• Identify, develop and maintain effective professional relationships with key investment contacts within the wealth channel - key financial advisers within the large wire house platforms and RIAs
• Structured management of designated accounts: this will involve prioritisation of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunities
• Contribute to the development of the overall US wealth business development strategy and help to implement the direct sales strategy achieving personal sales targets within the timescales set
• Conduct effective, professional presentations on the agreed product range to independent advisors as well as those affiliated with national wirehouses and RIAs in a manner that supports business objectives and delivers clear, concise, and relevant information
• Carry out finals presentations in conjunction with Portfolio Managers
• Manage on-going relationships with new and existing clients
• Organize and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
• Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner
• Manage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategy
• Undertake domestic travel, and occasional international travel where required, to attend client and prospect meetings, presentations, and industry events.
• Report on all activity to senior management in an agreed format and within established timeframes

Key competencies

• Excellent organizational and time management skills to succeed in an intense, fast paced environment
• Ability to take ownership and work independently as well as on a team
• Proven proficiency in problem resolution and demonstrated initiative
• Professional oral and written communication skills
• Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
• Superior attention to detail
• Ability to prioritize and multi-task
• Compliance/Regulatory: Up to date knowledge of regulatory matters and adherence to procedures
• Compliance/Regulatory: Successful completion of all qualifications, licenses, tests, and other requirements required by any regulatory authorities to lawfully perform your duties herein on behalf of the Company

Pay and benefits

The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.

Benefits

Inclusion, Work-Life Balance and Benefits at Man Group:

You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry.

You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.

Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.