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© All Rights Reserved. ApplyBlast.com
Manning & Napier
The Wealth Management Associate collaborates with internal and external distribution teams to coordinate and service client, Personal Financial Advisor, and Consultant relationships. This role involves managing account processes, ensuring accurate reporting, and providing support for client reviews and inquiries. The position reports to the Client Service Manager and requires strong organizational and communication skills.
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% below the average for this role
Sharon AI appoints co-founder James Manning as CEO
1 month ago
