Manning

ADVISOR RELATIONSHIP MANAGER

Manning

18 days ago
Fairport, NY
Onsite
Full Time
Medior
0 applicants
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Manning
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About this role

An Intermediary Distribution Group Relationship Manager works independently within the Asset Management Client Services Team, serving as a key contact for third-party advisors and clients, managing communication, relationships, and coordination across product lines.

Skills

Qualifications

Bachelor’s degree in finance, business, economics, or pre-lawMinimum 3 years financial services experience
Manning

About Manning

manning-napier.com

With an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.

About Manning

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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