Asset Management: Growth & Client Experience Associate

LE010 Manning & Napier Advisors, LLC

New York (NY)

On-site

USD 34,000 - 37,000

Full time

5 days ago

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Job summary

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

Qualifications

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.

Responsibilities

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.