Manning & Napier · 12 hours ago
WEALTH MANAGEMENT ASSOCIATE
OH
Full-time
Onsite
Entry Level
$25/hr - $28.21/hr
1+ years expManning & Napier is a financial services company, and they are seeking a Wealth Management Associate to collaborate with various teams to support client relationships. The role involves developing knowledge of investment solutions, coordinating account processes, and assisting in client communications.
Angel InvestmentConsultingFinancial Services
Responsibilities
Develop comprehensive knowledge of all investment solutions available and serviced through Manning & Napier
Develop a comprehensive knowledge of custody services and processes for all types of accounts
Coordinate and monitor account openings, asset transfers and account closing processes and documentation
Oversee the preparation and accuracy of client reports including year-end summaries, 1099 reporting, performance reports, client statements, and ad hoc requests
Prepare and coordinate client reviews for meetings and mailings
Participate in problem solving and troubleshooting of client, PFA, and Distribution team issues and inquiries
Critical review of incoming correspondence (i.e., trading directives and actionable items) and ensuring these items are properly routed for timely processing and approved accordingly
Assist with client portal support phone queue
Escalation of problems or issues to management as appropriate
Participate in prospecting initiatives and campaigns as appropriate
Provide back-up coverage and support to other members of the team
Assist with training new team members on practice and procedure, and mentoring new Client Service Associates
Other projects as assigned
Qualification
Required
Bachelor's degree
Series 7 and 66 or equivalent to be obtained within 12 months of start date
Work independently with strong prioritization and organization skills
Excellent verbal and written communication skills
Comfort in dealing with numbers/mathematics
Preferred
One year of investment industry experience
Prior direct client relationship experience
Benefits
Subjective bonus potential in addition to hourly rate
Company
Manning & Napier
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.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2015-12-18Acquired
Leadership Team
Chris Briley
Chief Technology Officer
Paul Battaglia
Chief Financial Officer
Recent News
2025-09-10
Company data provided by crunchbase