Relationship Manager, Private Banking and Wealth Management

SEI; Oaks (PA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Parental leave

Paid time off

Paid holidays

Tuition reimbursement

401(k)

Retirement plan

Job summary

SEI is seeking a Relationship Manager for Private Banking and Wealth Management in North America. You will lead the end-to-end relationship with assigned clients, drive revenue growth, and deepen strategic partnerships with executives.

The role requires 8+ years in client relationship management within banking/wealth management, strong communication, and the ability to travel up to 10%. You will design client plans, conduct reviews, and coordinate cross-functional initiatives to enhance

Qualifications

• 8+ years of client relationship management experience, with banking/wealth management preferred.
• Ability to connect with clients and establish trusted relationships at executive levels.
• Willingness to travel up to 10% of time.

Responsibilities

• Grow existing revenue and market share.
• Manage overall client relationships to hit targeted revenue and profitability.
• Develop and manage client account plans and annual reviews.
• Cross-sell solutions and services to existing clients.
• Foster strategic relationships with C-suite and key influencers.

Skills

Relationship management

Banking experience

Communication skills

Travel readiness

Education

Bachelor's Degree in Finance/Economics

Job description

Relationship Manager, Private Banking and Wealth Management

parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan

The North America Private Banking & Wealth Management (NA PB & WM) at SEI is growing rapidly and is seeking new membersonour Relationship Management team. As a Relationship Manager, youare responsible formanaging 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 tomaintaintargeted revenue and profitability -establisha trusted and consultative relationship.
• You will deepen and broaden strategic relationships within the client at the "C" suite level, executivebuyersand key influencers.
• You will develop an intimate understanding of the client's business,objectives, competitorsto better consult and provide solutions.
• You will develop,designand manage client accountplanand annual account reviews.
• You will provide strategicplanand conductannualbusiness planning process with clients.
• You will act as consultant - Identify, present, market innovative recommendations.
• You will work withteamto continually define our offerings and manage client expectations.
• You will ensurereferenceabilityofclient, as evidenced through NPS.
• You will perform annual client account reviews.
• You will developforecastfor existing business using Client Business Plan and current client profitability.
• You willidentify,assessandcross sellsolutions and services.
• You will maximizethe productprofitability.
• You will contribute to the success of the market unit byidentifyingandparticipatingindepartment wideinitiatives to improve effectiveness
• You will fosterrelationshipand support SEI team members and other teams involved in clientrelationshipincluding Account Manager, Solutions, Operations, Marketing Director, and Client Services.
• You willleverageinternal intellectual capital and share success stories.
• You will expand industry knowledge andnetwork.

What we need from you

• Bachelor's Degree in Finance, Economics, or related field (or equivalent experience).
• A minimum of 8 years of experience in client relationship management, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
• Ability to connect with clients andestablishtrusted relationships.
• The self-motivation and drive tomonitormultiple client deliverables without sacrificing excellence or quality.
• Strong written and verbal communication skillsand asyou 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 toultimately havea 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 inassistingboth colleagues and clients.
• Curiosity and critical thinking: Whetherit'stoidentifya solution to a problem orpossibly helpimplement 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 .