$60,000 - $85,000 expected base salary; multiple t...
On-site
Client advocacy and service
Financial planning support
Client meeting coordination
MANNING & NAPIER ADVISORS LLC is seeking a Relationship Manager to serve as the primary client advocate, ensuring exceptional service and contributing to business development activities. The ideal candidate will have experience in client relationship management within the financial services sector and possess relevant qualifications, including a bachelor's degree and Series 7 and 66 licenses
Job Summary
As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience.
You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships.
The role offers health, dental & vision insurance, HSA contribution, 401k employer match, and paid volunteer days.
Matching Summary
Match Score: 85
MANNING & NAPIER ADVISORS LLC is seeking a Relationship Manager to serve as the primary client advocate, ensuring exceptional service and contributing to business development activities. The ideal candidate will have experience in client relationship management within the financial services sector and possess relevant qualifications, including a bachelor's degree and Series 7 and 66 licenses.
Salary
$60,000 - $85,000 expected base salary; multiple tiers of bonuses; Health, dental & vision insurance, HSA contribution, 401k employer match
Skills & Requirements
Must-have
Client advocacy and service
Financial planning support
Client meeting coordination
Sales collaboration
Client documentation
Nice-to-have
Deep knowledge of firm offerings
Market dynamics awareness
Proactive problem solving
Urgency and follow-through
Key Requirements
Bachelor's degree in Finance, Business, Economics, or Pre-law
3+ years of related experience
Series 7 and 66 required
Prior direct client relationship or sales experience preferred
Experience with Envestnet, Salesforce, & Charles Schwab preferred