Summary. As a Portfolio Implementation Analyst, you will be responsible for implementing investment decisions for your assigned account base You will collaborate closely with other members of the team that also focus on portfolio oversight, trading, settlement, model delivery and portfolio compliance, and you will report to Director of the Portfolio Implementation and Execution Group. Responsibilities. Manage complex client accounts within the re...
Summary. We are seeking a talented and creative Marketing Designer to join our team. The Marketing Designer will be responsible for developing clear and effective materials across various digital and print channels. This individual will work closely with the marketing team to conceptualize and execute designs that align with our brand identity and marketing objectives. The ideal candidate will have a strong foundation in graphic design with exper...
Summary. We are seeking a talented and creative Marketing Designer to join our team. The Marketing Designer will be responsible for developing clear and effective materials across various digital and print channels. This individual will work closely with the marketing team to conceptualize and execute designs that align with our brand identity and marketing objectives. The ideal candidate will have a strong foundation in graphic design with exper...
Summary. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory tea...
Summary. As a Research Associate, you will work with a team of Analysts as a member of a Sector Team. You will conduct company and industry specific research and analysis assisting Analysts in recommending equities for client accounts and our in-house funds. You will report to the Managing Director of your Sector Team. Responsibilities. Analyze company-specific, industry and macro-economic information from various sources, including regulatory fi...
The Manning & Napier Advisors Scholarship will be awarded to two students and is open to current college sophomores & juniors. Details. You must be a current sophomore or junior at an accredited 4-year college/university. You must be planning to pursue a career in the investment management industry. We are accepting of all majors/courses of study but will show additional consideration to Business/Finance/Economics majors. Please apply regardless ...
Summary. Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will deve...
Summary. As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high net worth individuals, endowments & foundations, businesses, and qualified plans. As the prima...
Summary. As a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the appropriate Wealth Management Consultant/Advisor Consultant/Relationship Manager and Service team towards achieving fulfillment of client, prospect, and consultant related requests. You will report to the Adm...
Summary. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include : retirement planning / cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory ...
