RELATIONSHIP MANAGER
Manning(1 month ago)
About this role
A Relationship Manager in the Wealth Management advisory team serves as the primary client-facing representative, focused on building trusted, long-term relationships with high-net-worth individuals, endowments, foundations, and businesses. The role partners with advisors and client services leadership to support the team's wealth management strategy and contributes to business development efforts. This position reports to the Senior Client Services Manager.
Required Skills
- Client Relationship
- Financial Planning
- Client Onboarding
- Prospecting
- Sales Collaboration
- Communication
- Reporting
- Calendar Management
- Salesforce
- Envestnet
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 66
About Manning
manning-napier.comWith 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.
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