Wealth Relationship Manager: Grow Advisor Relationships

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

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off

Education assistance

Job summary

SEI is seeking a Relationship Manager to grow and engage its advisor-client base within the West Region of the United States. You will manage relationships across the independent broker/dealer channel, drive share-of-wallet growth, and oversee the complete client experience from business development through retention.

You will use data-driven insights to shape growth opportunities, influence decision-making at senior levels, and collaborate with Marketing, Investment, Technology, and Service

Qualifications

• 3+ years in financial services client sales and service.
• Bachelor’s degree in Business, Finance, Economics or related field.
• MBA and/or CFP® preferred.
• Current NASAA Series 65 or 66 license or ability to obtain within 90 days.
• Strong ability to influence decision-making at high levels.

Responsibilities

• Lead business development, client relationship, and territory management for independent broker/dealer advisor-client firms.
• Engage advisor-client relationships to increase engagement and satisfaction with SEI, including training and updates.
• Execute SEI’s relationship management and sales processes to unlock SEI solutions for advisors and grow share-of-wallet.
• Build strong relationships with internal and external stakeholders to drive growth plans.
• Master SEI Asset Management offerings to drive adoption of investment strategies.
• Generate new leads to contribute to inorganic client growth in Wealth.

Skills

Relationship management

Sales

Client engagement

Territory management

Communication

Education

Bachelor’s degree in Business/Finance/Economics

MBA or CFP® preferred

Series 65 or 66 license

Job description

SEI is seeking a Relationship Manager to grow and engage its advisor-client base within the West Region of the United States. You will manage relationships across the independent broker/dealer channel, drive share-of-wallet growth, and oversee the complete client experience from business development through retention.

You will use data-driven insights to shape growth opportunities, influence decision-making at senior levels, and collaborate with Marketing, Investment, Technology, and Service