Asset Management Distribution & Client Experience Associate

LE010 Manning & Napier Advisors, LLC; New York (NY); Presencial; USD 34.000 - 37.000; Jornada completa

Descripción de la vacante

Manning & Napier Advisors, LLC is seeking an Asset Management Distribution & Client Experience Associate to support both Asset Management Sales and Client Service. You will work cross-functionally with Advisor Consultants, Client Services, Marketing, Product, and Operations to turn data into opportunities and deliver a high-quality experience for advisors and clients.

You will help onboard new advisors, coordinate events, manage campaigns, and maintain Salesforce records while contributing to

Formación

• Bachelor's degree in a related field.
• Interest in financial services with less than one year of full-time work experience.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and a team-oriented mindset.
• Comfort with numbers and data; proficiency in Excel; Salesforce familiarity a plus.

Responsabilidades

• Support Advisor Consultants with fund availability, literature, presentations, product information, and advisor requests.
• Track fund availability and activity across platforms and custodians.
• Help advance new business opportunities from initial interest through onboarding.
• Connect advisors with educational resources, CE programs, and practice materials.
• Maintain advisor records and surface opportunities in Salesforce.
• Develop dashboards and regular reporting on sales activity and pipeline.
• Coordinate onboarding, events, webinars, and post-event follow-up.
• Support client service by handling account questions and service needs.

Conocimientos

Excellent communication

Interpersonal skills

Team oriented

Attention to detail

Data analysis with Excel

Educación

Bachelor's degree

Herramientas

Salesforce

Excel

Descripción del empleo

Summary As the Asset Management Distribution & Client Experience Associate, you will play a dynamic, cross-functional role supporting both Asset Management Sales and Client Service. Working closely with our Advisor Consultant teams, you will help strengthen existing relationships while contributing directly to growth by onboarding new advisors and firms, supporting new business from initial interest through funding, and turning CRM, campaign, and event data into timely, actionable opportunities. You will serve as a key connector among Advisor Consultants, Client Services, Marketing, Product, and Operations, gaining broad exposure to the asset management business and the advisor lifecycle. While this is not a direct sales role, your work will help make the sales organization more informed, responsive, and effective while delivering a high-quality experience for advisors and their clients. This position reports to the Managing Director of Asset Management Client Service.

Responsibilities

Distribution & Sales Support

• Support Advisor Consultants with mutual fund availability, investment literature, presentations, product information, and advisor requests
• Track fund availability and activity across key platforms and custodians (e.g., Schwab, Fidelity, Envestnet, RBC, Raymond James)
• Help advance new business opportunities from initial interest through funding and onboarding coordinating across internal teams as needed
• Connect advisors with relevant educational resources, CE programs, alternatives and tax education, and practice management materials

Sales Intelligence & Reporting

• Maintain accurate advisor records, opportunities, campaigns, activity, and follow-up information in Salesforce
• Identify advisors engaging with emails, webinars, events, website content, and other resources, and surface actionable opportunities for the sales team
• Monitor new fund positions and purchases, noteworthy inflows, and existing relationships that may benefit from additional capabilities
• Develop regular reporting highlighting new advisor relationships, new fund positions, noteworthy inflows, engaged prospects, upcoming follow-ups, recent campaign and event activity, and service opportunities
• Build and maintain dashboards tracking sales activity, flows, advisor engagement, campaigns, and pipeline

Advisor Onboarding, Events & Campaigns

• Help create a high-quality onboarding experience for new financial advisors and firms by coordinating platform access, materials, key contacts, and follow-up
• In conjunction with marketing, help support conferences and industry events through prospect research, meeting coordination, attendee management, and post-event follow-up
• Coordinate sales follow-up related to webinars, email campaigns, conferences, platform announcements, and other initiatives, tracking activity and outcomes in Salesforce

Client Experience & Service

• Support existing advisor relationships, including account questions, requests, and service needs
• Facilitate system setup of new accounts and ensure accurate account coding and documentation
• Process client cash flow requests, investment objective changes, cancellations, and other client directives, ensuring accuracy and timeliness
• Prepare and coordinate client reviews, meetings and mailing materials, as well as client and third-party data and fulfillment requests
• Coordinate information across internal and external partners regarding account changes and updates
• Serve as a backup for Client Service team members as needed, working directly with clients, prospects, advisors, and internal sales teams
• Assist with training new team members on practices and procedures, and serve as a resource for firm initiatives and projects as assigned

Qualifications

• Bachelor's degree
• Interest in the financial services industry with less than one year of full-time work experience
• Excellent written and verbal communication skills
• Strong interpersonal skills and a desire to work in a team-oriented environment
• Comfort working with numbers and data; experience with Excel required and familiarity with Salesforce or another CRM a plus
• Curiosity about how data can uncover opportunities and improve the client experience
• Ability to work in a fast-paced customer service environment with high attention to detail and strong organizational skills

Compensation

Compensation: Expected hourly rate between $25 - $27.18 per hour

Manning & Napier is a wealth and investment manager that prides itself on helping our clients meet their financial goals. For fifty-five years, we have developed deep relationships with our clients and have employed a research-driven approach to wealth management. Whether we are helping a non-profit grow its endowment, an individual retire with confidence, or an advisor develop their practice, we maintain a focus on real-world results. Our culture rewards curiosity and an entrepreneurial attitude. We are always looking for passionate individuals to join our team.