Manning & Napier · 1 day ago
Relationship Manager
Rochester, NY
Full-time
Onsite
Mid Level
$60K/yr - $70K/yr
3+ years expManning & Napier is seeking a Relationship Manager to serve as a lead client advocate, ensuring exceptional service throughout clients’ experience while contributing to new business development activities. The role involves managing client relationships, collaborating with Wealth Management Advisory teams, and enhancing the overall client experience through effective communication and coordination.
Angel InvestmentConsultingFinancial Services
Hiring Manager
Ben Schreiber
Responsibilities
Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions
Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends
Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions
Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans
Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information
Facilitate the preparation of materials for use in client meetings
Address and resolve client concerns, escalating complex or unresolved issues to management when necessary
Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience
Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning
Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects
Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads
Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement
Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team
Qualification
Required
Series 7 and 66 required, or targeted within first year of employment
Flexibility to travel and work outside of normal business hours to accommodate client schedules
Preferred
Bachelor's degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
Prior direct client relationship or sales experience preferred
Experience with Envestnet, Salesforce, & Charles Schwab preferred
Benefits
Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement
Company
Manning & Napier
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2015-12-18Acquired
Leadership Team
Chris Briley
Chief Technology Officer
Paul Battaglia
Chief Financial Officer
Recent News
2025-09-10
Company data provided by crunchbase