Senior Wealth Relationship Lead - West Region

SEI; United States; Teletrabalho; USD 100 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare

401(k) match

Education assistance

Commuter benefits

Paid time off

Paid holidays

Parental leave

Back-up childcare

Volunteer days

Employee stock purchase plan

Networking opportunities

Resumo da oferta

SEI is seeking a Senior Relationship Manager to lead client relationships within the West Region, covering the independent broker/dealer channel. You will drive engagement, growth, and satisfaction while expanding penetration across SEI and coordinating with cross-functional teams to deliver superior client experiences.

Reporting to the Managing Director of the West Region, this role requires strong advisory market knowledge and residence in the West territory, with base salary in a wide range

Qualificações

• Experience engaging with advisors and broker/dealer channels.
• Proven ability to manage high-value client relationships and drive revenue growth.
• Adept at using data to identify growth opportunities and solve client needs.

Responsabilidades

• Manage and grow relationships across the independent broker/dealer channel.
• Meet or exceed territory growth goals and expand share-of-wallet.
• Collaborate with Marketing, Investment, Technology, and Service teams to support clients.

Conhecimentos

Territory management

Relationship management

Data-driven decisions

Cross-functional collaboration

Descrição da oferta de emprego

SEI is seeking a Senior Relationship Manager to lead client relationships within the West Region, covering the independent broker/dealer channel. You will drive engagement, growth, and satisfaction while expanding penetration across SEI and coordinating with cross-functional teams to deliver superior client experiences.

Reporting to the Managing Director of the West Region, this role requires strong advisory market knowledge and residence in the West territory, with base salary in a wide range