Teams at Manning & Napier

Supports wealth management client, advisor, consultant, and distribution relationships. Coordinates account openings, transfers, closures, documentation, reporting, client reviews, correspondence, portal support, issue resolution, and prospecting initiatives. Assists with team coverage, training, and mentoring while maintaining knowledge of investment solutions and custody processes.

As a Relationship Manager, you will manage client relationships, support financial planning, collaborate with team members, and contribute to new business development.

Serve as primary client contact for wealth management clients, supporting onboarding, financial planning, client communications, and service delivery. Collaborate with advisors on prospecting, meetings, RFP responses, and marketing initiatives to grow relationships and wallet share.