Teams at Manning & Napier

The Financial Consultant collaborates with clients, develops new relationships, monitors investment portfolios, and ensures clients meet their financial goals while promoting advisory services.

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.

The Vice President, Advisor Consultant manages investment portfolios, provides consultative sales, and maintains relationships with financial professionals to drive market share growth and meet sales goals.