Director, Relationship Management

SEI Trust Company; Pennsylvania; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Paid holidays

Paid time off (PTO)

Tuition reimbursement

Parental leave

Volunteer days

Job summary

SEI is seeking an experienced Relationship Manager to grow revenue and deepen client relationships within the Investment Manager Services Division. You will manage overall client relationships, design annual account plans, and present strategic recommendations to executive buyers.

You will collaborate with SEI teams to expand services, ensure profitability, and drive client success. Travel up to 10% is expected to meet clients and conduct reviews.

Qualifications

• Customer-focused Relationship Manager with a consultative approach.
• Proven ability to manage complex client accounts and drive revenue.
• Strong communication and project-management capabilities.
• Willingness to travel up to 10% to meet clients.

Responsibilities

• Grow existing revenue and expand business with current clients.
• Manage overall client relationships to ensure profitability and trust.
• Develop and execute client account plans and annual reviews.
• Provide strategic guidance on industry trends and opportunities.
• Cross-sell solutions, maximize product profitability, and forecast insights.
• Collaborate with SEI teams to meet client expectations and success metrics.

Skills

Relationship management

Client service

Project management

Communication

Travel up to 10%

Strategic consultation

Team collaboration

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

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 yea