Man Group
West Coast Consultant Sales
Man Group, San Francisco, California, United States, 94199
West Coast Consultant Sales
Purpose of the role
The primary purpose of this role is to positively position various Man products across the institutional investment consulting channel. The focus will be on relationship management of investment consulting firms and other financial intermediaries Globally/US including:
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 investment consultants across the US/Global and coordination with sales team activities for targeted clients
Specific responsibilities
Identify, develop and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds and Insurance companies) and financial institutions (Banks and Platforms)
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 institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales set
Conduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise, and relevant information
Carry out finals presentations in conjunction with Portfolio Managers
Manage ongoing relationships with new and existing clients
Organise 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
Report on all activity to senior management in an agreed format and within established timeframes
Key competencies
10+ years of investment management industry experience with 5-8 years’ experience selling within the consultant’s channel
Excellent organisational 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 prioritise 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
Base Salary Range:
The anticipated based salary range for this position is $150,000-$170,000 + benefits + 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.
Our Culture, Values and Benefits at Man
Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter. Man Group is also a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com.
Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.
We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com.
About Us
Man Group is a global, technology-empowered active investment management firm focused on delivering alpha and portfolio solutions for clients. Headquartered in London, we manage $175.7 billion* and operate across multiple offices globally.
We invest across a diverse range of strategies and asset classes, with a mix of long-only and alternative strategies run on a discretionary and quantitative basis, across liquid and private markets. Our investment teams work within Man Group’s single operating platform, enabling them to invest with a high degree of empowerment while benefiting from the collaboration, strength and resources of the entire firm. Our platform is underpinned by advanced technology, supporting our investment teams at every stage of their process, including alpha generation, portfolio management, trade execution and risk management.
Our clients and the millions of retirees and savers they represent are at the heart of everything we do. We form deep and long-lasting relationships and create tailored solutions to help meet their unique needs.
We are committed to creating a diverse and inclusive workplace where difference is celebrated and everyone has an equal opportunity to thrive, as well as giving back and contributing positively to our communities. For more information about Man Group’s global charitable efforts, and our diversity and inclusion initiatives, please visit: https://www.man.com/corporate-responsibility.
Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com.
*As at 31 March 2024. All investment management and advisory services are offered through the investment engines of Man AHL, Man Numeric, Man GLG, Man FRM, Man Varagon, Man Global Private Markets and Man Solutions.
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Purpose of the role
The primary purpose of this role is to positively position various Man products across the institutional investment consulting channel. The focus will be on relationship management of investment consulting firms and other financial intermediaries Globally/US including:
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 investment consultants across the US/Global and coordination with sales team activities for targeted clients
Specific responsibilities
Identify, develop and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds and Insurance companies) and financial institutions (Banks and Platforms)
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 institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales set
Conduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise, and relevant information
Carry out finals presentations in conjunction with Portfolio Managers
Manage ongoing relationships with new and existing clients
Organise 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
Report on all activity to senior management in an agreed format and within established timeframes
Key competencies
10+ years of investment management industry experience with 5-8 years’ experience selling within the consultant’s channel
Excellent organisational 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 prioritise 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
Base Salary Range:
The anticipated based salary range for this position is $150,000-$170,000 + benefits + 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.
Our Culture, Values and Benefits at Man
Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter. Man Group is also a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com.
Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.
We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact Peopleoperations@man.com.
About Us
Man Group is a global, technology-empowered active investment management firm focused on delivering alpha and portfolio solutions for clients. Headquartered in London, we manage $175.7 billion* and operate across multiple offices globally.
We invest across a diverse range of strategies and asset classes, with a mix of long-only and alternative strategies run on a discretionary and quantitative basis, across liquid and private markets. Our investment teams work within Man Group’s single operating platform, enabling them to invest with a high degree of empowerment while benefiting from the collaboration, strength and resources of the entire firm. Our platform is underpinned by advanced technology, supporting our investment teams at every stage of their process, including alpha generation, portfolio management, trade execution and risk management.
Our clients and the millions of retirees and savers they represent are at the heart of everything we do. We form deep and long-lasting relationships and create tailored solutions to help meet their unique needs.
We are committed to creating a diverse and inclusive workplace where difference is celebrated and everyone has an equal opportunity to thrive, as well as giving back and contributing positively to our communities. For more information about Man Group’s global charitable efforts, and our diversity and inclusion initiatives, please visit: https://www.man.com/corporate-responsibility.
Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com.
*As at 31 March 2024. All investment management and advisory services are offered through the investment engines of Man AHL, Man Numeric, Man GLG, Man FRM, Man Varagon, Man Global Private Markets and Man Solutions.
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