Senior Relationship Manager — West Wealth Growth

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 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