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Financial Planner

Reports To: Senior Advisor
Benefits: 401(k)/Profit Sharing, Health Insurance, Tuition Reimbursement, on-site gym
Status: Fulltime/Exempt
Hours: 8:00 – 4:30
Date: 11/18/14

General Description

Ogorek Wealth Management, a boutique firm in Williamsville, NY, established in 1987, offers financial planning and investment management services on a fee-only basis. We are dedicated to easing our clients’ financial burdens and keeping them on track to achieve their goals.  

Ideal candidate is a CFP that embraces the fiduciary standard, innovation, and strives to provide high-end financial planning with a memorable client experience. Self-starter, multi-tasker, problem solver and goal-oriented team player with a ‘no task is beneath me’ attitude desired.  Advisors are available to mentor and provide big picture direction, but you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions. You are expected to be an active contributor to the development and growth of our wealth advisory firm. If you are a high-achieving CFP® Certificant with 2-3 years of financial planning and/or investment management experience, and love working in a dynamic environment, we are interested in speaking with you. 

Responsibilities

  • Input financial data into planning software.
  • Create and prepare financial plans and reports for advisors and clients to review.
  • Meet and correspond with clients on needs, documentation and client portal issues. 

Qualifications & Experience

  • Bachelor’s Degree from an accredited college or university; MBA ideal
  • CFP designation required
  • 2-3 years experience in  financial advisory services role
  • Demonstrated ability to assist senior advisors in developing and managing plans and client relationships
  • Experience using financial planning software; preferably MoneyGuidePro
  • Flexible – willing to adjust priorities frequently

Posted 12/3/2014
___________________________________________________________________________________________________

Product Manager

Manning & Napier is headquartered in Fairport, NY with regional offices in St. Petersburg, FL and Columbus, OH. Founded in 1970, we provide a broad range of investment solutions, as well as a variety of consultative services that complement our investment process. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. For many of these clients, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are currently recruiting for an individual to join our Marketing Team.

Summary
The Product Manager will be primarily responsible for managing a set of related investment products managed by Manning & Napier.  The position will report to the Managing Director of Marketing and will work closely with Research and various Sales channels. The Product Manager will serve as the firm’s primary spokesperson for the assigned products and must develop and maintain a strong knowledge of product features, including investment, operational, and competitive aspects.  The position requires deep investment knowledge (CFA preferred) and strong communication skills, both written and verbal.   

Responsibilities

  • Develop and maintain a working understanding of each assigned product, including investment process, management team, operational features, pricing and cost structure, performance and competitive landscape  
  • Create marketing message and all necessary marketing collateral to support the message. Work with marketing fulfillment, tactics and design teams to deliver collateral to field-facing representatives.
  • Consider channel-specific marketing needs and how messaging needs to be adjusted based on audience. Work with Practice Leaders when applicable to refine messaging by channel.
  • Prioritize product importance across channels to maximize sales opportunities
  • Assist in responding to Requests for Proposal related to the assigned products
  • Manage fee concession requests
  • Maintain a relationship with portfolio managers to stay on top of key developments in product positioning relative to our market outlook and current risks/opportunities
  • Develop a competitive universe for each product to better understand key strengths and weaknesses of each product
  • Present key messages to sales representatives and educate reps on key product features and selling points
  • Be available to assist sales representatives in the field for new business or service presentations
  • Act as the point of contact for PR opportunities relating to assigned products
  • Develop campaigns across channels to further product sales
  • Participate in product development discussions

Qualifications

  • Bachelors degree, with strong record of academic achievement
  • CFA and minimum 2 years product management or similar experience within the investment industry
  • Excellent written, verbal and interpersonal communication skills
  • Strong organization and prioritization skills

For consideration send resume and cover letter to Elaine McKenna, Senior Recruiter, Manning & Napier Advisors, LLC, 290 Woodcliff Drive, Fairport, NY 14450 or email emckenna@manning-napier.com. For more information about Manning & Napier please visit our website at www.manning-napier.com.

Posted: 11/14/2014

 


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