Full-Time
Wealth Management Associate
Posted on 9/8/2026
Manning & Napier
201-500 employees
Wealth and investment management for clients
Compensation Overview
$25 - $28.21/hr
St. Petersburg, FL, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- A bachelor's degree.
- Series 7 and 66 licenses or equivalent credentials must be obtained within 12 months of the start date.
- The ability to work independently with strong prioritization and organization skills.
- Strong verbal and written communication skills.
- Comfort dealing with numbers and mathematics.
- Develop comprehensive knowledge of all investment solutions available and serviced through Manning & Napier.
- Develop comprehensive knowledge of custody services and processes for all types of accounts.
- Coordinate and monitor account opening, asset transfer, 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, Personal Financial Advisor, and Distribution team issues and inquiries.
- Critically review incoming correspondence, including trading directives and actionable items, and ensure items are properly routed for timely processing and approved accordingly.
- Assist with client portal support phone queue coverage.
- Escalate problems or issues to management as appropriate.
- Participate in prospecting initiatives and campaigns as appropriate.
- Provide backup coverage and support to other team members.
- Assist with training new team members on practice and procedure and mentor new Client Service Associates.
- Complete other assigned projects.
- One year of investment industry experience.
- Prior direct client relationship experience.
Manning & Napier provides wealth and investment management for individuals, families, and organizations, and also supports financial professionals and institutions. It blends asset management with financial planning, offering personalized guidance and a long-term investment approach to help clients manage their financial lives. The firm differentiates itself by prioritizing what’s best for clients over market trends and delivering a relationship-driven, integrated service for both personal and institutional clients. Its goal is to help clients build brighter financial futures through clear guidance and steady, long-term investment perspectives.
Company Size
201-500
Company Stage
IPO
Headquarters
Town of Perinton, New York
Founded
1970
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Simplify's Take
What believers are saying
- Abacus closed its ~$53 million investment on May 27, 2026, validating Manning’s platform.
- The alliance channels roughly 10,000 monthly Abacus leads into Manning advisory services.
- August 2026 ETF filings show product expansion momentum and continued SEC engagement.
What critics are saying
- Callodine’s control and Abacus’s stake complicate governance and exit options through 2026.
- If joint products miss adoption, Abacus referrals and ETF distribution deliver little incremental revenue.
- Asset managers face fee compression; persistent outflows could eventually force a sale or shutdown.
What makes Manning & Napier unique
- Manning & Napier pairs wealth planning with asset management across $18 billion AUM.
- Abacus alliance adds LifeARC longevity analytics and referral channels, announced May 27, 2026.
- Fairport headquarters and regional offices preserve a client-service brand built since 1970.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Health Savings Account/Flexible Spending Account
Gym Membership
Growth & Insights and Company News
6 month growth
↓ -4%1 year growth
↓ -4%2 year growth
↓ -4%Callodine Group has launched Callodine Wealth Solutions, rebranding and expanding Manning & Napier's intermediary sales team that serves third-party financial advisors. The platform will provide advisors access to investment capabilities across Callodine's entire range of public and private market strategies. The launch includes hiring four experienced professionals to strengthen nationwide advisor support: Kimberly Anderson as vice president of national accounts, and Carey Robinson, Todd Brewer, and Darren Beurer as vice presidents covering the West Coast, Great Lakes, and New England regions respectively. Callodine Group manages over $20 billion in assets across affiliated advisers. Manning & Napier, founded in 1970 and headquartered in Fairport, New York, was acquired by Callodine Group in 2022.
Brittany Buffington | Manning & Napier. August 31, 2026// Brittany Buffington, Financial Consultant, Manning & Napier Brittany Buffington, CFP(R), has returned to Manning & Napier as a Financial Consultant after beginning her career here in 2005. With more than 20 years in financial services, she's passionate about guiding individuals and families through the financial planning process and building the trusted, responsive relationships that come with it. Announce your new employees, promotions, board positions, community notes and leaders in your organization to the Rochester Business Journal's influential audience. The information in the Movers & Shakers section is provided by the submitter.
Abacus Global Management has completed its acquisition of a minority stake in Manning & Napier for $52.9 million. The deal, which was announced on 12 March 2026 and closed on 27 May 2026, forms part of a strategic alliance between the two firms. Dynasty Financial Partners served as financial adviser to Abacus, with Latham & Watkins providing legal counsel. Berkshire Global Advisors and Morgan, Lewis & Bockius advised Manning & Napier on the transaction. The acquisition required customary regulatory approvals before completion. The exact size of the minority stake was not disclosed.
Abacus Global Management has made a $53 million strategic investment in Manning & Napier, a 50-year-old asset management firm with $18 billion in assets and over 3,400 retail accounts. CEO Jay Jackson said the partnership strengthens Abacus's growth strategy by creating synergies between the companies. Manning & Napier will provide a direct pipeline into Abacus's life solutions division, which acquires and manages life insurance policies. In return, Abacus can refer clients seeking financial guidance to Manning & Napier, whilst Manning & Napier can offer its clients Abacus's alternative investment funds. Jackson emphasised the importance of partnering with a firm sharing similar values and client-first principles. The deal is additive to Abacus's existing business model rather than a pivot, and could serve as a template for future partnerships.
Abacus Global Management has agreed to acquire a $53 million minority stake in wealth and asset manager Manning & Napier, which oversees $18 billion in assets for approximately 3,400 clients. The transaction is expected to close in the second quarter of 2026. The deal includes a strategic alliance enabling Manning & Napier to distribute Abacus Asset Group products, including ETFs and longevity funds, to its clients. Abacus will refer some of the 10,000 monthly customer leads from its Life Solutions platform to Manning & Napier's advisory services. The companies will jointly develop lifespan-based financial planning products combining Abacus's LifeARC longevity data platform with Manning & Napier's planning infrastructure. Manning & Napier will maintain independent operations. Abacus reported 2025 revenue rose 110% year-over-year to $235.2 million.