Wealth Client Experience Leader

Manning & Napier; Buffalo (NY); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k match

Paid volunteer days

Gym reimbursement

Job summary

Manning & Napier in Buffalo, NY is seeking a Relationship Manager to be the primary client advocate, ensuring exceptional service across the client experience. You will collaborate with Wealth Management Advisory teams, coordinate meetings, onboarding, and reporting, and help expand wallet share with existing clients and prospects.

The role requires a Bachelor's in Finance/Business/Economics, 3+ years in financial services, Series 7/66 or to attain within year, and willingness to travel.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or Pre-law.
• 3+ years of client relationship or sales in financial services.
• Series 7 and 66 or plan to obtain within first year.
• Willingness to travel and flexibility to work outside normal hours.

Responsibilities

• Serve as the primary point of contact for clients, overseeing end-to-end experience.
• Build knowledge of firm service offerings, financial planning capabilities, and investment products.
• Collaborate with Financial Consultants for meetings via phone, video, and in-person.
• Oversee complex client communications and reporting; onboard and update investment objectives.
• Coordinate onboarding and documentation with Wealth Management Associates.

Skills

Client relationship

Sales experience

Communication

Financial knowledge

Education

Bachelor's degree in Finance/Business/Economics/Pre-law

Tools

Envestnet

Salesforce

Charles Schwab

Job description

Manning & Napier in Buffalo, NY is seeking a Relationship Manager to be the primary client advocate, ensuring exceptional service across the client experience. You will collaborate with Wealth Management Advisory teams, coordinate meetings, onboarding, and reporting, and help expand wallet share with existing clients and prospects.

The role requires a Bachelor's in Finance/Business/Economics, 3+ years in financial services, Series 7/66 or to attain within year, and willingness to travel.