Vice President, Wealth Sales

Man Group is a global alternative investment management firm managing $253.6 billion across systematic, discretionary, and solutions strategies, headquartered in London with offices worldwide.

About 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. This includes all aspects of promotion and servicing of existing allocations across Man’s full range of investment products and solutions, and implementation of a coverage strategy for the region that prioritizes the most impactful relationships to improve brand recognition.

Responsibilities

• Identify, develop, and maintain effective professional relationships with key investment contacts within the wealth channel — key financial advisers within large wirehouse platforms and RIAs.
• Structured management of designated accounts: prioritisation of accounts, research, prospecting through cold and warm calls, scheduling meetings, 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 where appropriate; close on opportunities.
• Contribute to the development of the overall US wealth business development strategy and help implement the direct sales strategy, achieving personal sales targets within set timescales.
• Conduct effective, professional presentations on the agreed product range to independent advisors as well as those affiliated with national wirehouses and RIAs, delivering clear, concise, and relevant information.
• Carry out final presentations in conjunction with Portfolio Managers.
• Manage ongoing relationships with new and existing clients.
• Organize and implement entertainment and external events such as seminars for prospects; attend relevant industry events in line with the team’s event agenda.
• Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored; ensure 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.

Requirements

• 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.
• Up-to-date knowledge of regulatory matters and adherence to procedures.
• Successful completion of all qualifications, licenses, tests, and other requirements required by any regulatory authorities to lawfully perform duties on behalf of the Company.

Pay

US base salary range: $150,000 – $200,000 USD. Compensation packages also include benefits and a discretionary bonus.

Benefits

• Competitive holiday entitlements
• Pension / 401(k)
• 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
• Location-dependent extras such as private medical coverage, discounted gym membership options, and pet insurance