Relationship Manager

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🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Manning & Napier

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

💸 Finance

Consulting • Finance

Manning & Napier is an investment manager dedicated to helping clients meet their financial goals. Founded in 1970, the firm provides a broad range of investment solutions, including separately managed accounts, mutual funds, and collective investment trust funds. They offer various consultative services that complement their investment offerings, serving a diverse client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, and endowments. Headquartered in Fairport, NY, Manning & Napier also emphasizes customized solutions that address specific client needs, such as financial consulting, wealth management, tax planning, and trust services.

📋 Description

• Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across inbound interactions • Build knowledge of firm service offerings, financial planning capabilities, investment products, market dynamics, and industry trends • Collaborate with Financial Consultants in client meetings via telephone, video conference, and in-person interactions • Oversee complex client communications and timely responses to service inquiries and customized reporting • Provide broad financial planning support, including helping generate baseline financial plans • Initiate new account paperwork and client directives, oversee onboarding and investment objective updates, and drive cross-functional completion of required criteria • Coordinate with Wealth Management Associates to ensure accurate and complete client documentation • Facilitate preparation of client meeting materials • Address and resolve client concerns, escalating complex or unresolved issues to management • Coordinate client and prospect meetings and manage advisory-team calendars • Collaborate with Marketing partners and internal team members on targeted outreach and campaign initiatives • Plan and participate in strategic prospecting initiatives to support pipeline growth and cultivate warm leads • Use firm sales and service technologies, digital marketing, client service, and financial planning tools to support growth and engagement • Coordinate RFP reviews and response development with the Portfolio Strategies Group

🎯 Requirements

• Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred • 3+ years of related experience with an 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 normal business hours to accommodate client schedules • Experience with Envestnet, Salesforce, and Charles Schwab preferred • Passion for serving clients and providing an exceptional experience with a fiduciary duty of care • Excellent written and verbal communication skills, with the ability to succinctly summarize complex information • Ability to manage multiple priorities simultaneously while maintaining accuracy and close attention to detail • Strong commitment to achieving goals, urgency, and follow-through • Initiative to address challenges and solve problems proactively

🏖️ Benefits

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