Rich Cartier

Vice President Taft-Hartley & Institutional Services at Manning & Napier
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Contact Information
us****@****om
(386) 825-5501
Location
Springfield, Massachusetts Metropolitan Area
Languages
  • English -

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Credentials

  • ACS, Associate Customer Service
    LOMA

Experience

  • Manning & Napier
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Vice President Taft-Hartley & Institutional Services
      • Oct 2016 - Present

      As Vice President of Taft-Hartley & Institutional Services, I am responsible for coordinating all aspects of Taft Hartley & Institutional client relationships, covering the Northeast and Mid-Atlantic Regions. I have over 35 years of experience in the financial services industry, for more than 15 years I lead a team of retirement professionals responsible for nurturing new and existing relationships within the Taft-Hartley and Corporate Markets at MassMutual. I found working with the Unions to be some of the most rewarding times of my career and I am very pleased to be focused and working with unions again in my role at Manning & Napier. Outside of work, I enjoy spending time with my wife, two children, and my dog Oliver. I claim to be somewhat of a handyman and enjoy taking on remodeling projects at home and with friends. I am a big sports fan and coached both girls’ and boys’ basketball for 17 years. Show less

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President, Client Management
      • Oct 2012 - Sep 2016

      Leadership of the Niche Markets Client Management team which includes Taft Hartley, Corporate Not For Profit 403(b)/457 and MEP's for Professional Employer Organizations and Associations.

    • Assistant Vice President, Taft Hartley Client Management
      • Apr 2006 - Oct 2012

      National Taft Hartley Client Management

    • Assistant Vice President, Client Services
      • Nov 2002 - Apr 2006

      National Accounts (Large Market) relationship management team leader

    • Associate Director/Director Client Services
      • Apr 2001 - Nov 2002

      Relationship management and leadership of Northeast Region

    • Relationship Manager
      • Dec 1998 - Apr 2001

      Large market client management

  • First Data Corporation
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Director Client Services
      • Apr 1996 - Dec 1998

      Leadership of National Account Management and participant call center for group retirement clients Leadership of National Account Management and participant call center for group retirement clients

  • Allmerica Financial Group
    • Marlborough, Massachusetts
    • Director Client Services
      • Dec 1992 - Apr 1996

      Client management (large market) leader Client management (large market) leader

  • State Mutual Life Assurance Company
    • Assistant Director, Group Pensions
      • Jul 1990 - Dec 1992

      Systems liaison, leader of operations help desk

    • Client Manager, Group Pensions
      • Sep 1988 - Jul 1990

      Account management for retirement clients

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Administrator. Group Pensions
      • Oct 1984 - Sep 1988

      GIC underwriting, new business case installations for Defined Contribution plans GIC underwriting, new business case installations for Defined Contribution plans

Education

  • Western New England University
    BSBA, Business Administration
    1980 - 1984

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