{"source":"Breaknorm","page":"https://breaknorm.co/company/manning-napier.com","license":"https://breaknorm.co/terms","domain":"manning-napier.com","name":"Manning & Napier","legal_name":"Manning & Napier","country":"US","country_second":"CA","city":"Fairport","admin1":"New York","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Manning & Napier is a financial services firm that provides investment and wealth management solutions for individuals, families, business owners, and mission-driven organizations. Its offerings include wealth management and asset management, along with investment solutions for licensed financial professionals and consultants. The company focuses on financial planning and advice to help clients achieve their financial goals.","offerings":["investment solutions","wealth management solutions"],"target_customers":["individuals","families","business owners","mission-driven organizations","licensed financial professionals and consultants","individuals and families","financial professionals"],"business_model":["B2C","B2B"],"geo_scope":"unknown","headcount":"201-500","headcount_source":"linkedin","revenue":"10M-50M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/manningnapier","reviews":[],"contact_points":0,"contact_phones":0,"page_types":["privacy","home"],"crawled":"2026-09-07","profiled":"2026-09-12","indexed":"2026-09-19","hiring_built":"2026-11-04","website_tech":["hubspot","adobe","amazon_ses","anthropic","apple","asana","atlassian","bimi","cloudflare","docusign","microsoft_365","microsoft_azure","openai","salesforce","salesforce_marketing_cloud","sendgrid","zix","zoom"],"hiring":{"open":13,"open_postings":13,"new_7d":0,"new_30d":1,"new_90d":12,"closed_30d":1,"countries":["US"]},"hiring_functions":[["finance_and_accounting",8,0],["legal_compliance_and_risk",1,0],["marketing_and_communications",1,1]],"tech_jobs":[{"slug":"salesforce","status":"active","confidence":"high","jobs":9,"first_seen":"2025-08-12","function":"finance_and_accounting","quote":"• Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)","title":"Financial Advisor"},{"slug":"adobe-creative-cloud","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-20","function":"marketing_and_communications","quote":"• Proficiency in Adobe Creative Suite; familiarity with HTML and CSS preferred","title":"Marketing Associate"},{"slug":"asana","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-20","function":"marketing_and_communications","quote":"• Experience with Seismic, Salesforce, Asana, Orchard CMS, HubSpot, or similar platforms preferred","title":"Marketing Associate"},{"slug":"hubspot","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-20","function":"marketing_and_communications","quote":"• Experience with Seismic, Salesforce, Asana, Orchard CMS, HubSpot, or similar platforms preferred","title":"Marketing Associate"},{"slug":"envestnet","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-08-12","function":"finance_and_accounting","quote":"• Track fund availability and activity across key platforms and custodians (e.g., Schwab, Fidelity, Envestnet, RBC, Raymond James)","title":"Asset Management Distribution & Client Experience Associate"},{"slug":"linkedin","status":"active","confidence":"medium","jobs":4,"first_seen":"2025-08-12","function":"finance_and_accounting","quote":"• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred","title":"Financial Advisor"},{"slug":"linkedin-sales-navigator","status":"active","confidence":"medium","jobs":4,"first_seen":"2025-08-12","function":"finance_and_accounting","quote":"• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred","title":"Financial Advisor"},{"slug":"charles-proxy","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-08-12","function":"finance_and_accounting","quote":"• Experience with Envestnet, Salesforce, & Charles Schwab preferred","title":"Relationship Manager"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-05","function":"","quote":"• Comfort working with numbers and data; experience with Excel required and familiarity with Salesforce or another CRM a plus","title":"Asset Management Distribution & Client Experience Associate"},{"slug":"css","status":"active","confidence":"low","jobs":1,"first_seen":"2026-10-20","function":"marketing_and_communications","quote":"• Proficiency in Adobe Creative Suite; familiarity with HTML and CSS preferred","title":"Marketing Associate"},{"slug":"html","status":"active","confidence":"low","jobs":1,"first_seen":"2026-10-20","function":"marketing_and_communications","quote":"• Proficiency in Adobe Creative Suite; familiarity with HTML and CSS preferred","title":"Marketing Associate"},{"slug":"seismic","status":"active","confidence":"low","jobs":1,"first_seen":"2026-10-20","function":"marketing_and_communications","quote":"• Experience with Seismic, Salesforce, Asana, Orchard CMS, HubSpot, or similar platforms preferred","title":"Marketing Associate"}],"intents":[],"recent_postings":[{"id":3643519,"title":"Marketing Associate","city":"","function":"marketing_and_communications","family":"marketing_and_communications/general_marketing","seniority":"entry","posted":"2026-10-20","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/Fairport-NY/Marketing-Associate_R247-1","tech":["adobe-creative-cloud"]},{"id":3643520,"title":"Asset Management Distribution & Client Experience Associate","city":"","function":"","family":null,"seniority":"entry","posted":"2026-10-05","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/Fairport-NY/Asset-Management-Distribution---Client-Experience-Associate_R248","tech":["envestnet","salesforce","microsoft-excel"]},{"id":3643521,"title":"Financial Advisor","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"mid","posted":"2026-09-21","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/Cleveland-OH/FINANCIAL-CONSULTANT_R214","tech":["salesforce"]},{"id":3643523,"title":"Wealth Management Associate","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"entry","posted":"2026-09-08","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/St-Petersburg-FL/RELATIONSHIP-MANAGER_R230","tech":[]},{"id":3643525,"title":"Compliance Analyst","city":"","function":"legal_compliance_and_risk","family":"legal_compliance_and_risk/compliance","seniority":"mid","posted":"2026-08-20","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/Fairport-NY/Compliance-Analyst_R245","tech":[]},{"id":3643524,"title":"Financial Advisor","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"mid","posted":"2026-08-20","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/NY-Remote/Financial-Advisor_R244","tech":["salesforce"]},{"id":3643526,"title":"Relationship Manager","city":"","function":"finance_and_accounting","family":"finance_and_accounting/lending_and_commercial_banking","seniority":"mid","posted":"2026-08-13","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/Columbus-OH/RELATIONSHIP-MANAGER_R239","tech":[]},{"id":3643530,"title":"Relationship Manager","city":"","function":"finance_and_accounting","family":"finance_and_accounting/lending_and_commercial_banking","seniority":"mid","posted":"2026-08-12","url":"https://manningnapier.wd1.myworkdayjobs.com/Manning-Napier/job/Buffalo-NY/RELATIONSHIP-MANAGER_R242","tech":[]}],"ats":"Workday","similar":[{"domain":"nbprivatewealth.com","name":"Neuberger Wealth","country":"US","city":null,"headcount":"1001-5000","leaf":"wealth_management_general","summary":"Neuberger Wealth is a wealth and investment management service that provides comprehensive solutions for individuals, families, and their charitable organizatio."},{"domain":"amgwealth.com","name":"AMG Financial Group","country":"US","city":null,"headcount":"201-500","leaf":"wealth_management_general","summary":"AMG Financial Group is a wealth management and financial services firm that provides services to both individuals and corporations."},{"domain":"sfg4you.com","name":"Signature Financial Group","country":"US","city":"Columbus","headcount":"201-500","leaf":"wealth_management_general","summary":"Signature Financial Group is a financial services firm that provides wealth management, insurance protection, and investment advisory for individuals, businesse."},{"domain":"onepacificfs.com","name":"One Pacific Financial Strategies","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"One Pacific Financial Strategies is a financial planning firm that provides financial planning, asset and portfolio management, business planning, risk manageme."},{"domain":"bellvest.ca","name":"Bellwether Investment Management","country":"CA","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Bellwether Investment Management is a private wealth management firm that provides investment management, financial planning, and portfolio management for indiv."},{"domain":"andrewgarrett.com","name":"Andrew Garrett Financial Services","country":"US","city":"New York","headcount":"51-200","leaf":"wealth_management_general","summary":"Andrew Garrett Financial Services is a wealth management and investment firm that provides financial advisory, wealth management, investment banking, capital ma."}],"similar_scored":585,"customers":null,"as_of":"2026-11-05","updated_at":"2026-11-05","hash":"19ea8653127bacdb","index_tier":1}