Relationship Manager

🕒 vor 1 Monat

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $60.000 - $85.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

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Manning & Napier

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201 - 500 Mitarbeiter

💼 Beratung

💸 Finanzen

Consulting • Finance

Manning & Napier bietet eine breite Palette von Anlagelösungen durch individuell verwaltete Konten, Investmentfonds und kollektive Investmentfonds sowie eine Vielzahl von Beratungsdienstleistungen, die unseren Anlageprozess ergänzen. Gegründet im Jahr 1970 bieten wir eine große Auswahl an US-amerikanischen und internationalen Aktien, festverzinslichen Wertpapieren, ETF-basierten und Multi-Asset-Strategien. Wir bedienen eine diversifizierte Kundenbasis von vermögenden Privatkunden und Institutionen, einschließlich 401(k)-Plänen, Pensionsplänen, Taft-Hartley-Plänen, Stiftungen und gemeinnützigen Organisationen sowie Drittberater. Für viele dieser Partner geht unsere Beziehung über das Investment Management hinaus und beinhaltet maßgeschneiderte Lösungen, die zentrale Themen ansprechen und kundenspezifische Probleme lösen. Unser Hauptsitz befindet sich in Fairport, NY.

Beschreibung

• Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions. • Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. • Stay up to date on current market dynamics and overall industry trends. • Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in-person interactions. • Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner. • Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans. • Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria. • Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information. • Facilitate the preparation of materials for use in client meetings. • Address and resolve client concerns, escalating complex or unresolved issues to management when necessary. • Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience. • Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning. • Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects. • Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads. • Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement. • Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team.

🎯 Anforderungen

• Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred • 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred • Prior direct client relationship or sales experience preferred • Series 7 and 66 required, or targeted within first year of employment • Flexibility to travel and work outside of normal business hours to accommodate client schedules • Experience with Envestnet, Salesforce, & Charles Schwab preferred

🏖️ Vorteile

• Health, dental & vision insurance • Employer HSA contribution • Opt out credit • 401k employer match • Paid volunteer days • Gym reimbursement