Wealth Advisory Relationship Manager

Manning & Napier

Columbus (OH)

On-site

USD 60,000 - 85,000

Full time

8 days ago

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Benefits offered by this job

Employer HSA contribution

Opt out credit

Gym reimbursement

Job summary

Manning & Napier seeks a Relationship Manager to lead client advocacy across our advisory teams in Ohio. You will oversee the end-to-end client experience, collaborate with Wealth Management Advisors, and drive new business development while expanding wallet share among existing relationships.

You will partner with the Chief Client Experience Officer and be based in Columbus or Cleveland, OH, coordinating client meetings, reporting, and financial planning support to deliver trusted advisory

Qualifications

Bachelor’s degree or higher in a finance/business related field.
3+ years of experience with RIA/trust/bank/brokerage/financial planning.
Series 7 and 66 required, or targeted within first year of employment.
Willingness to travel and work outside normal business hours.
Experience with Envestnet, Salesforce, and Charles Schwab preferred.

Responsibilities

Serve as the primary point of contact for clients, overseeing end-to-end experience and inquiries.
Collaborate with Advisors in meetings via telephone, video, and in-person interactions.
Support financial planning by generating baseline financial plans and onboarding new accounts.
Coordinate meetings with clients and prospects and assist with reporting and materials for meetings.
Assist with development of a strong advisory relationship and cross-functional onboarding.