Relationship Manager

🔥 17 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $60k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Manning & Napier

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201 - 500 employees

Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

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