Wealth Relationship Manager - Client Experience & Growth

LE010 Manning & Napier Advisors, LLC; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

Opt out credit 401k employer match

Paid volunteer days

Gym reimbursement

Job summary

LE010 Manning & Napier Advisors, LLC is seeking a Relationship Manager to act as a lead client advocate, ensuring exceptional service and contributing to new business development. This role collaborates with a Wealth Management Advisory team to create long-lasting client relationships and reports to the Chief Client Experience Officer.

The ideal candidate will have a degree in Finance or related fields, coupled with 3+ years of experience in financial services and must be flexible to accommodate client schedules.

Qualifications

• 3+ years of related experience in financial services.
• Prior direct client relationship or sales experience.
• Series 7 and 66 required or targeted within the first year.

Responsibilities

• Serve as primary point of contact for clients.
• Build a deep knowledge of firm services and products.
• Oversee complex client communications efficiently.

Skills

Client relationship management

Sales experience

Excellent communication skills

Financial planning knowledge

Education

Bachelor’s degree in Finance, Business, Economics, or Pre-law

Tools

Envestnet

Salesforce

Charles Schwab

Job description

LE010 Manning & Napier Advisors, LLC is seeking a Relationship Manager to act as a lead client advocate, ensuring exceptional service and contributing to new business development. This role collaborates with a Wealth Management Advisory team to create long-lasting client relationships and reports to the Chief Client Experience Officer.

The ideal candidate will have a degree in Finance or related fields, coupled with 3+ years of experience in financial services and must be flexible to accommodate client schedules.