Strategic Relationship Director

SEI; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Commute benefits

Up to 11 paid holidays

Job summary

SEI's Investment Manager Services (IMS) division seeks a Relationship Manager to manage client relationships, grow revenue, and partner with cross-functional teams to deliver solutions. You will cultivate trusted executive-level relationships, understand client business needs, and drive strategic account planning.

You will also lead annual reviews, forecast revenue, cross-sell services, and collaborate with Account Managers, Solutions, Operations and Marketing. Travel up to 10% is required.

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
• Minimum 10 years investment management/operations experience (preferably in Alternatives).
• Excellent Client Service skills built around SEI Client Experience Principles.
• Ability to connect with clients and establish trusted relationships.
• Positive, hard-working, diligent attitude.
• Proven project management skills.
• Self-motivation and drive to manage multiple client deliverables with quality.
• Strong written and verbal communication skills; will support clients via email/phone.
• Willingness to travel up to 10% of time.

Responsibilities

• Grow existing revenue and manage overall client relationships to maintain revenue and profitability.
• Develop and manage client account plans and annual reviews.
• Deepen strategic relationships with C-suite and executive buyers.
• Understand client's business, objectives, competitors and provide solutions.
• Conduct annual business planning with clients.
• Identify and present innovative recommendations on trends, differentiation and new opportunities.
• Define and manage service offerings and client expectations.
• Ensure client referenceability evidenced through NPS.
• Develop forecasts for existing business using Client Business Plans.

Skills

Client relationship management

Account management

Project management

Executive relationships

Communication skills

Travel readiness

Education

Bachelor's Degree in Finance or Economics

Tools

CRM software

Microsoft Excel

Office productivity tools

Job description

SEI's Investment Manager Services (IMS) division seeks a Relationship Manager to manage client relationships, grow revenue, and partner with cross-functional teams to deliver solutions. You will cultivate trusted executive-level relationships, understand client business needs, and drive strategic account planning.

You will also lead annual reviews, forecast revenue, cross-sell services, and collaborate with Account Managers, Solutions, Operations and Marketing. Travel up to 10% is required.