WEALTH MANAGEMENT ASSOCIATE
Manning & Napier
About this role
The Wealth Management Associate supports client relationship management and coordination of investment and custody services. The role involves collaboration with team members, preparing reports, handling client inquiries, and supporting various account and client service processes.
Skills
About Manning & Napier
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.
Recent company news
Quiver QuantitativeRaymond James Welcomes Five Advisors from The Manning Companies to Independent Advisor Channel
Oct 9, 2025
CNBCEli Manning invests in sports equipment maker XTech
Jul 24, 2025
BondoroFiling Alert: Manning Land Company LLC Chapter 11
1 month ago
Data Center DynamicsSharon AI appoints co-founder James Manning as CEO
1 month ago
Law.comAfter Move to Reed Smith, M&A Lawyer Returns to Morris Manning as First Post-Merger New Partner
Oct 27, 2025
About Manning & Napier
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Manning & Napier.
Salary
$25k – $28k
per year
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