PORTFOLIO STRATEGIST
Manning & NapierNew York, United States
Posted April 27, 2026
115000 - 125000 USD
Full Time
About the Company
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.
Job Description
Represent Manning & Napier's investment strategies to clients and prospects, collaborate with Product Manager to develop messaging and content, and engage in portfolio management discussions with the investment team.
Requirements
- Meet with clients and prospects across multiple sales channels
- Conduct final presentations and client service meetings
- Facilitate and participate in due diligence meetings and reviews
- Create and maintain strategy-related marketing materials
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
