Director, Relationship Manager

seic; Pennsylvania; On-site; USD 90,000 - 130,000; Full time

Job summary

SEI in Pennsylvania seeks a Relationship Manager to oversee the overall relationship with assigned clients, grow revenue, and ensure an exceptional client experience within Investment Manager Services.

You will deepen strategic relationships at the C-suite level, design annual account reviews, forecast profitability, cross-sell solutions, and collaborate across teams to meet client objectives and drive market success.

Responsibilities

• Grow existing revenue.
• Manage the overall client relationship to maintain targeted revenue and profitability—establish a trusted, consultative relationship.
• Deepen and broaden strategic relationships within the client at the C-suite level, executive buyers and key influencers.
• Develop an intimate understanding of the client's business, objectives, competitors to better consult and provide solutions.
• Develop, design and manage client account plans and annual account reviews.
• Provide strategic plan and conduct annual business planning process with clients.
• Act as consultant—Identify, present, market innovative recommendations relating to: industry trends, product differentiation, new market opportunities, success stories, etc.
• Work with team to continually define our service offering and manage client expectations.
• Ensure reference ability of client, as evidenced through NPS.
• Perform annual client account reviews.
• Develop forecast for existing business using Client Business Plan and current client profitability.
• Identify, assess and cross sell solutions and services.
• Maximize the product profitability.
• Contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness
• 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).

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).