Relationship Manager

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 90,000 - 140,000; Full time

Job summary

SEI Investments Management Corporation seeks a Relationship Manager for its Wealth Sales & Client Team. You will nurture existing advisor-client relationships within the independent broker/dealer channel, drive engagement, retention, and growth, and coordinate cross-functional support across Marketing, Investments, Technology, and Service.

You will leverage data to identify opportunities, influence C-suite decision-makers, and deliver consultative solutions that expand share-of-wallet while

Qualifications

• Minimum 3 years of experience in financial services client sales and service support.
• Bachelor’s degree in Business, Finance, Economics or related field; MBA/CFP preferred.
• Current NASAA Series 65 or 66 license or ability to obtain within 90 days.
• Experience influencing business owners in the advisor channel and multi-channel outreach.

Responsibilities

• Lead business development, client relationships, and territory management for advisor-client firms.
• Engage advisor-client relationships to increase engagement, satisfaction, and share-of-wallet.
• Execute consultative sales processes to unlock SEI solutions for advisors.
• Build strong internal/external relationships and drive growth plans across teams.

Skills

Relationship management

Sales & business development

Executive influence

Communication

Education

Bachelor's degree in Business, Finance, Economics

MBA

CFP® credential

Tools

CRM systems

Advisory platforms

Job description

SEI’s Wealth business is growing the Sales & Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Relationship Manager to join the team. This professional will be responsible for the engagement and growth of SEI’s current advisor-client base, with efforts garnered at relationship activation, growing share-of-wallet, and retention, as well as territory management to drive the continued growth in the independent Broker/Dealer channel of SEI’s business. This is an excellent opportunity for a growth-minded sales professional who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships. You will be responsible for meeting and exceeding territory growth goals and overseeing the totality of the client experience across business development, relationship management, account management, and experience for advisors and firms in your territory of the independent broker/dealer channel. You must be adept at using data to drive decisions, while defining opportunities for growth and solving client needs. This role reports to the Managing Director of the West Region within the Wealth Sales & Client Team and works cross-functionally across the Marketing, Investment, Technology, and Service organizations of the business. This role may be either territory-based in the West Region of the U.S. or SEI Headquarters based and will cover strategic relationships across the region.

What you will do:

Lead business development, client relationship, and territory management for existing advisor-client firms in the independent broker/dealer channel of the Sales & Client Team. Proactively engage advisor-client relationships to increase their engagement and satisfaction with SEI, including ongoing training and business updates, investment strategy design, consultative consulting, pricing negotiation, overall service and engagement experience. Execute SEI’s consultative and collaborative relationship management and sales processes to unlock SEI’s full suite-of-solutions for advisors, while being the key connection in developing additional opportunities for SEI to grow share-of-wallet, win the next new account, and retain assets. Build and maintain strong relationships with both internal and external stakeholders, while shaping and implementing complex, diverse and collaborative sales growth plans, with a focus on motivating clients to embrace the full suite-of-solutions that SEI delivers. Master the curation of the SEI Asset Management offering to drive adoption across a constantly evolving suite of investment strategies and solutions. Generate new interest and prospective client leads to assist in the contribution to the inorganic, new client growth of the Wealth business.

What we need from you:

A minimum of 3 years of experience in financial services client sales and service support, with direct experience in independent broker/dealer channel sales strongly preferred. Bachelor’s degree in Business, Finance, Economics or in a related field. Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred. Current NASAA Series 65 or Series 66 license to qualify as an investment advisor representative (IAR), or ability to obtain within 90 days. Strong knowledge of advisor custody and technology platforms as well as direct experience in influencing business owners in this channel and delivering both custody/technology and business-centric advice and influence. Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email. Ability to influence decision-making at the highest levels of an organization, while executing with a client-first mindset, and an established background in consultative sales. Exceptional time-management and organizational skills, plus the track record of exceeding goals. Excellent communicator (in both the written and verbal form), both proactively and reactively, with a track record in client relationship management and buyer satisfaction. A self-starter and an influencer, with a track record of both working independently and within a team, and working collaboratively with a day-to-day partner. This position includes territory management and up to 25% travel potential.

What we would like from you:

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information: www.seic.com Please be aware that SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” (the “Rule”) may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI’s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.

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.

• 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

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.

Equal Opportunity Employer

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.