Relationship Manager
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Job Description
Relationship Manager serving Florida wealth-management clients for Manning & Napier. Advocating for clients while supporting financial planning, prospecting, and advisory-team business growth.
Responsibilities:
- Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across inbound interactions
- Build knowledge of firm service offerings, financial planning capabilities, investment products, market dynamics, and industry trends
- Collaborate with Financial Consultants in client meetings via telephone, video conference, and in-person interactions
- Oversee complex client communications and timely responses to service inquiries and customized reporting
- Provide broad financial planning support, including helping generate baseline financial plans
- Initiate new account paperwork and client directives, oversee onboarding and investment objective updates, and drive cross-functional completion of required criteria
- Coordinate with Wealth Management Associates to ensure accurate and complete client documentation
- Facilitate preparation of client meeting materials
- Address and resolve client concerns, escalating complex or unresolved issues to management
- Coordinate client and prospect meetings and manage advisory-team calendars
- Collaborate with Marketing partners and internal team members on targeted outreach and campaign initiatives
- Plan and participate in strategic prospecting initiatives to support pipeline growth and cultivate warm leads
- Use firm sales and service technologies, digital marketing, client service, and financial planning tools to support growth and engagement
- Coordinate RFP reviews and response development with the Portfolio Strategies Group
Requirements:
- Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
- 3+ years of related experience with an RIA, trust company, bank, brokerage, or financial planning firm preferred
- Prior direct client relationship or sales experience preferred
- Series 7 and 66 required, or targeted within first year of employment
- Flexibility to travel and work outside normal business hours to accommodate client schedules
- Experience with Envestnet, Salesforce, and Charles Schwab preferred
- Passion for serving clients and providing an exceptional experience with a fiduciary duty of care
- Excellent written and verbal communication skills, with the ability to succinctly summarize complex information
- Ability to manage multiple priorities simultaneously while maintaining accuracy and close attention to detail
- Strong commitment to achieving goals, urgency, and follow-through
- Initiative to address challenges and solve problems proactively
Benefits:
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
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