Relationship Manager

MANNING & NAPIER ADVISORS LLC

Base: $60,000 - $85,000; bonus/equity: not specifi...
Not specified (assumed hybrid)
Client relationship management
Financial planning support
Experience with envestnet, salesforce, & charles schwab
MANNING & NAPIER ADVISORS LLC is seeking a Relationship Manager to serve as the primary client advocate, enhancing client experiences and contributing to new business development. The ideal candidate should have at least three years of relevant experience, excellent communication skills, and a strong commitment to client service

Job Summary

  • As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience.
  • You will collaborate with a Wealth Management Advisory team and report to the Chief Client Experience Officer.
  • The role includes expanding client relationships and prospecting new ones across various client types.

Matching Summary

Match Score: 85

MANNING & NAPIER ADVISORS LLC is seeking a Relationship Manager to serve as the primary client advocate, enhancing client experiences and contributing to new business development. The ideal candidate should have at least three years of relevant experience, excellent communication skills, and a strong commitment to client service.

Salary

Base: $60,000 - $85,000; Bonus/Equity: Not specified; Benefits: Health, dental & vision insurance, 401k employer match

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning support
  • Experience with Envestnet, Salesforce, & Charles Schwab

Nice-to-have

  • Excellent written and verbal communication skills
  • Strong commitment to achieving goals
  • Ability to manage multiple priorities

Key Requirements

  • Bachelor’s degree in Finance, Business, Economics, or Pre-law preferred
  • 3+ years of related experience
  • Series 7 and 66 required or targeted within first year

Work Rights

Not specified

Tailored Resume

Cover Letter