Strategic Wealth Relationship Manager

Sei-Investments; Oaks (PA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) matching

Education assistance

Paid parental leave

Back-up childcare arrangements

Paid volunteer days

Stock purchase plan

Job summary

SEI seeks a Relationship Manager to drive growth across the independent broker/dealer channel within its Wealth Sales & Client Team. You will lead client engagement, design investment strategies with advisors, and expand assets and share-of-wallet through consultative, multi-channel outreach.

You will partner cross-functionally with Marketing, Investment, Technology, and Service teams, traveling up to 25% and supporting growth in a fast-paced financial services environment.

Qualifications

• Minimum 3 years of experience in financial services client sales and service support, with independent broker/dealer channel sales preferred.
• Bachelor’s degree in Business, Finance, Economics or related field.
• MBA and/or CFP preferred for advanced credentials.
• Current NASAA Series 65 or 66 license to qualify as an IAR, or ability to obtain within 90 days.
• Knowledge of advisor custody and technology platforms; ability to influence business owners in this channel.

Responsibilities

• Lead business development, client relationship and territory management for advisor-client firms in the independent broker/dealer channel.
• Engage advisor-client relationships to increase engagement and satisfaction with SEI, including training, updates, and investment strategy design.
• Execute SEI’s relationship management and sales processes to unlock SEI solutions and grow share-of-wallet, win new accounts, and retain assets.
• Build and maintain strong internal/external stakeholder relationships and implement complex sales growth plans.
• Generate new leads to contribute to inorganic, new client growth for the Wealth business.

Skills

Relationship building

Sales prospecting

Consultative selling

Multi-channel communication

Influencing executives

Time management

Communication skills

Self-starter

Education

Bachelor’s degree in Business/Finance/Economics

MBA or CFP preferred

Job description

SEI seeks a Relationship Manager to drive growth across the independent broker/dealer channel within its Wealth Sales & Client Team. You will lead client engagement, design investment strategies with advisors, and expand assets and share-of-wallet through consultative, multi-channel outreach.

You will partner cross-functionally with Marketing, Investment, Technology, and Service teams, traveling up to 25% and supporting growth in a fast-paced financial services environment.