Director, Relationship Management

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Job summary

SEI is seeking an experienced Relationship Manager to join the Investment Manager Services Division (IMS). You will manage client relationships, grow revenue, and serve as a trusted advisor to C-suite executives, developing account plans and conducting annual reviews.

You will design strategic plans, cross-sell solutions, and collaborate with internal teams to improve client experience. Travel up to 10% is expected. A bachelor’s degree and 10+ years in investment management are required.

Qualifications

• Bachelor’s degree required in accounting/finance/economics or related field.
• Minimum 10 years investment management/operations experience (preferably in Alternatives).
• Excellent client service skills aligned with SEI Client Experience Principles.
• Ability to connect with clients and establish trusted relationships.
• Positive, hardworking, diligent attitude.
• Proven project management skills.
• Self-motivation to monitor multiple client deliverables without compromising quality.
• Strong written and verbal communication skills; ability to support clients via email/phone.
• Willingness to travel up to 10% of time.

Responsibilities

• Grow existing revenue.
• Manage overall client relationship to maintain revenue and profitability.
• Develop intimate understanding of client business, objectives and competitors to provide solutions.
• Develop, design and manage client account plans and annual reviews.
• Provide strategic plans and conduct annual business planning with clients.
• Act as consultant—identify and present innovative recommendations on industry trends, product differentiation, and new market opportunities.
• Work with teams to define service offerings and manage client expectations.
• Ensure client reference ability evidenced through NPS.
• Perform annual client account reviews.
• Develop forecast for existing business using Client Business Plan and profitability.
• Identify and cross-sell solutions and services.
• Maximize product profitability.
• Collaborate with SEI teams and stakeholders to support client relationships.
• Grow relationships within other SEI Solutions Groups and share success stories.
• Expand industry knowledge and network.

Skills

Client relationship management

Consultative selling

Strategic account planning

Executive communication

Travel up to 10%

Education

Bachelor’s Degree in Accounting, Finance, Economics, or related field

Tools

CRM software

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As a Relationship Manager, you are responsible for managing the overall relationship of the clients assigned to you. You are also responsible for growing the business/market share and revenue with existing clients.

What you will do:

• You will grow existing revenue.
• You will manage the overall client relationship to maintain targeted revenue and profitability – establish a trusted and consultative relationship.
• You will deepen and broaden strategic relationships within the client at the “C” suite level, executive buyers and key influencers.
• You will develop an intimate understanding of the client’s business, objectives, competitors to better consult and provide solutions.
• You will develop, design and manage client account plan and annual account reviews.
• You will provide strategic plan and conduct annual business planning process with clients.
• You will act as consultant – Identify, present, market innovative recommendations relating to: industry trends, product differentiation (product rollout, new classes, channels, etc), new market opportunities, success stories, etc)).
• You will work with team to continually define our service offering and manage client expectations.
• You will ensure reference ability of client, as evidenced through NPS.
• You will perform annual client account reviews.
• You will develop forecast for existing business using Client Business Plan and current client profitability.
• You will identify, assess and cross sell solutions and services.
• You will maximize the product profitability.
• You will contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness You will foster relationship and support SEI team members and other teams involved in client relationship including Account Manager, Solutions, Operations, Marketing Director, and Wholesaler (as applicable).
• You will develop Relationships within other SEI Solutions Groups.
• You will leverage internal intellectual capital and share success stories.
• You will expand industry knowledge and network.

What we need from you:

• Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
• Minimum 10 years investment management/operations experience (preferably in Alternatives).
• Excellent Client Service skills built around the SEI Client Experience Principles.
• Ability to connect with clients and establish trusted relationships.
• Positive, hard working, diligent attitude.
• Proven project management skills.
• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls.
• Willingness to travel up to 10% of your time.

What we would like from you:

• A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
• Collaboration with internal and external stakeholders.
• As the needs of our clients change, we need to be flexible to change with them.
• Positivity and genuine interest in assisting both colleagues and clients.
• Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include:

• healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.

Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital—whether that’s money, time, or talent—so they can grow and better serve their clients. At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.