RELATIONSHIP MANAGER, TAFT-HARTLEY & INSTITUTIONAL
Manning & NapierNew York, United States
Posted May 14, 2026
64000 - 67000 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
Serve as primary contact for Taft-Hartley & Institutional clients, consultants and sales team, and develop knowledge of products sold and serviced.
Requirements
- Bachelor's degree with an emphasis in finance, business, economics or pre-law
- Preferred 3 years financial services industry experience
- Series 6 and 63 or equivalent preferred or targeted within 180 days of employment
- Analytical, numbers-focused thinker
- Excellent written and verbal communication skills
- Ability to work in a fast-paced customer service environment with a high attention to detail
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
