Strategic Relationship Director, Investment Management

SEI Trust Company; Pennsylvania; In loco; USD 110.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) match

Paid holidays

Paid time off (PTO)

Tuition reimbursement

Parental leave

Volunteer days

Descrizione del lavoro

SEI is seeking an experienced Relationship Manager to grow revenue and deepen client relationships within the Investment Manager Services Division. You will manage overall client relationships, design annual account plans, and present strategic recommendations to executive buyers.

You will collaborate with SEI teams to expand services, ensure profitability, and drive client success. Travel up to 10% is expected to meet clients and conduct reviews.

Competenze

• Customer-focused Relationship Manager with a consultative approach.
• Proven ability to manage complex client accounts and drive revenue.
• Strong communication and project-management capabilities.
• Willingness to travel up to 10% to meet clients.

Mansioni

• Grow existing revenue and expand business with current clients.
• Manage overall client relationships to ensure profitability and trust.
• Develop and execute client account plans and annual reviews.
• Provide strategic guidance on industry trends and opportunities.
• Cross-sell solutions, maximize product profitability, and forecast insights.
• Collaborate with SEI teams to meet client expectations and success metrics.

Conoscenze

Relationship management

Client service

Project management

Communication

Travel up to 10%

Strategic consultation

Team collaboration

Formazione

Bachelor's degree in Accounting, Finance, Economics, or related field

Descrizione del lavoro

SEI is seeking an experienced Relationship Manager to grow revenue and deepen client relationships within the Investment Manager Services Division. You will manage overall client relationships, design annual account plans, and present strategic recommendations to executive buyers.

You will collaborate with SEI teams to expand services, ensure profitability, and drive client success. Travel up to 10% is expected to meet clients and conduct reviews.