RELATIONSHIP MANAGER
Manning & NapierNew York, United States
Posted February 18, 2026
60000 - 85000 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
As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clientsâ experience, and contributing to new business development activities.
Requirements
- Bachelorâs degree, with a concentration in Finance, Business, Economics, or Pre-law
- 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm
- 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
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
