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RELATIONSHIP MANAGER at Manning & Napier - ApplyBlast

RELATIONSHIP MANAGER

Manning & Napier

4 months ago

4.1 on Glassdoor

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Relationship Manager, you will act as a lead client advocate, managing end-to-end client experiences and driving new business development for high-net-worth individuals, foundations, and businesses. Working within the Wealth Management Advisory team, you will collaborate to generate financial plans, oversee onboarding, execute targeted outreach campaigns, and resolve complex client concerns while leveraging sales technologies to support firm growth.

Responsibilities

Serve as the primary point of contact for high-net-worth clients
Generate baseline financial plans in collaboration with Financial Consultants
Execute targeted outreach campaigns to cultivate warm leads
Oversee complex client communications and resolve escalated issues
Coordinate RFP reviews and responses for the advisory team

Skills

Qualifications

Bachelor's degree in Finance, Business, Economics, or Pre-lawSeries 7 licenseSeries 66 license

About Manning & Napier

manning-napier.com

Headquarters

Fairport, New York, United States

Company Size

201-500 employees

Founded

1970

View Profile

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.