VICE PRESIDENT, WEALTH INITIATIVES
Manning & NapierSaint Petersburg, Florida, United States
Posted February 27, 2026
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
Manning & Napier Wealth Management is seeking a Vice President of Wealth Initiatives to serve as the operating integrator of our growing Wealth business.
Requirements
- 10 to 15+ years of experience in wealth management, financial services, or similarly complex environments.
- Demonstrated experience leading cross functional programs to completion.
- Direct exposure to wealth management operations, advisor support models, technology platforms, and custodian environments.
- Strong financial literacy, including experience supporting P&L reporting and analysis.
- Systems thinker with comfort working across CRM and operational platforms.
- Executive presence with the ability to influence across functions without formal authority.
- Highly organized, execution oriented, and accountable.
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
