Manning & Napier
A Relationship Manager at a wealth management firm serves as a lead client advocate, ensuring exceptional service and contributing to new business development. The role involves managing client relationships, supporting financial planning, and collaborating with teams to enhance client experiences.
Headquarters
Fairport, New York, United States
Company Size
201-500 employees
Founded
1970
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Manning & Napier.
16% above the average for this role
Sharon AI appoints co-founder James Manning as CEO
1 month ago
Systems and Process Trainer
Copeland Insurance Group
Sr Client Service Associate (Onsite)
Wealth Enhancement Group
Client Service Associate Wealth Management
Zaddy Solutions
Client Service Associate Wealth Management
Management Performance Associates
Financial Advisor Associate - Medford, NY
TD Bank
Client Service Associate Wealth Management
SPG