As the Advisor Relationship Manager, you will work largely independently and will serve as a point of contact within the Client Services Team for the Intermediary Distribution Group (IDG). You will work in tandem with the appropriate internal and external Advisor Consultant Teams and be responsible for high-level financial advisor communications, relationship building, and monitoring across all product lines. You will report to the Director of Asset Management Service.
Responsibilities
Responsible for general oversight of our advisor and end client experience for the IDG Client Service Team
Develop a strong understanding of all service offerings and investment products available to IDG advisors
Initiate new account documents, cancellations, investment objective changes, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
Coordinate with internal business units and service providers to ensure advisor and client requests are fulfilled timely and accurately
Provide critical review of incoming correspondence (i.e., trading directives and actionable items)
Research and resolve problems or issues for advisors/clients
Facilitate information exchange between internal departments and external parties regarding changes/updates
Promote collaborative, comprehensive, and coordinated client communication across all product lines to ensure positive client experience
Assist in the training of new team members on practices and procedures
Provide mentoring and guidance to other Client Service team members
Participate as a backup in IDG team coverage
Serve as a resource with regards to firm initiatives and projects as assigned
Qualifications
Bachelor’s degree with an emphasis in finance, business, economics, or pre-law preferred
3+ years financial services industry experience
Working knowledge of broker dealer and RIA operations preferred
Excellent written and verbal communication skills
Ability to work in a fast-paced customer service environment with high attention to detail
Perks
Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement
Free access to a Workplace Financial Advisor
Compensation: $63-68k expected base salary
Top Skills
What We Do
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. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
