Vice President, Wealth Initiatives

MANNING & NAPIER ADVISORS LLC

St. Petersburg, Florida, US
In-office leadership role with periodic travel to other office locations.
Wealth management knowledge
Operational fluency
Technology awareness
Manning & Napier Advisors LLC is seeking a Vice President of Wealth Initiatives to lead operational integration within their Wealth Management division. The role requires a strong background in wealth management, operational fluency, and the ability to collaborate across various teams to drive strategic initiatives and ensure effective execution

Job Summary

  • The Vice President of Wealth Initiatives will partner directly with the President and leadership team to design and implement the operating model that enables sustainable growth.
  • This role offers the opportunity to shape how a national Wealth platform scales, integrates, and performs over the next decade.
  • The firm may consider highly qualified candidates in select Manning & Napier office locations, depending on experience and business need.

Matching Summary

Match Score: 85

Manning & Napier Advisors LLC is seeking a Vice President of Wealth Initiatives to lead operational integration within their Wealth Management division. The role requires a strong background in wealth management, operational fluency, and the ability to collaborate across various teams to drive strategic initiatives and ensure effective execution.

Skills & Requirements

Must-have

  • Wealth management knowledge
  • Operational fluency
  • Technology awareness
  • Cross functional initiative management

Nice-to-have

  • Strong leadership presence
  • Highly organized and accountable
  • Ability to influence across functions

Key Requirements

  • 10 to 15+ years of experience
  • Direct exposure to wealth management operations
  • Strong financial literacy

Work Rights

Not specified

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