Senior Relationship Manager

SEI; Upper Providence Township (PA); On-site; USD 100,000 - 150,000; Full time

Job summary

SEI’s Wealth business is expanding its Sales & Client Team. The Senior Relationship Manager will be the primary client-facing leader, driving engagement, growth, and satisfaction within the independent broker/dealer channel across the West Region.

You will oversee territory management, use data to drive decisions, and partner with cross-functional teams to maximize client value. The role reports to the West Region Managing Director and requires residing in the territory with a base salary of

Qualifications

• Experience and advanced knowledge of the advisor market, especially in the independent broker/dealer channel.

Responsibilities

• Manage and grow relationships within the West Region and strategic accounts.
• Lead client engagements to increase satisfaction, revenue, and share-of-wallet across SEI's Wealth business.
• Collaborate cross-functionally to deliver a best-in-class client experience for advisors and firms in the territory.

Skills

Advisor market knowledge

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 Senior Relationship Manager to join the team.

In this high-profile and high-visibility role, you will be the most prominent client-facing individual for the business’ existing client relationships. You will be responsible for proactively engaging relationships to increase their engagement, growth, and satisfaction with SEI, increasing penetration across the firm, and broadening share-of wallet across the firm. You will be accountable for territory management, including expanding and protecting high-value client relationships while driving sustained revenue growth with clients in the independent broker/dealer channel and will be a key contributor in elevating these clients’ strategic commitment to SEI.

To ensure success, you should carry experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel. 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 directly with a dedicated Account Executive, as well as cross-functionally across the Marketing, Investment, Technology, and Service organizations of the business.

This role is territory-based in the West region of the U.S. and will cover strategic relationships across the region. The individual must reside in the territory.

The base salary for this position is expected to be $100,000 to $150,000, commensurate with experience, with additional performance-based sales compensation that represents a larger portion of total earnings.

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.