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Relationship Manager at Manning & Napier - ApplyBlast

Relationship Manager

Manning & Napier

2 months ago

4.1 on Glassdoor

Buffalo, New York, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Relationship Manager serves as the primary client advocate, overseeing end‑to‑end client experiences and supporting financial planning activities. The role collaborates closely with Wealth Management Advisors, handling client communications, onboarding, and business development initiatives.

Responsibilities

Serve as primary client relationship contact and manage end-to-end experience
Collaborate with financial consultants to develop financial plans and oversee onboarding
Coordinate prospecting initiatives and drive business development

Skills

Qualifications

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

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.