Wealth Relationship Manager – Territory Growth

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 90,000 - 140,000; Full time

Job summary

SEI Investments Management Corporation seeks a Relationship Manager for its Wealth Sales & Client Team. You will nurture existing advisor-client relationships within the independent broker/dealer channel, drive engagement, retention, and growth, and coordinate cross-functional support across Marketing, Investments, Technology, and Service.

You will leverage data to identify opportunities, influence C-suite decision-makers, and deliver consultative solutions that expand share-of-wallet while

Qualifications

• Minimum 3 years of experience in financial services client sales and service support.
• Bachelor’s degree in Business, Finance, Economics or related field; MBA/CFP preferred.
• Current NASAA Series 65 or 66 license or ability to obtain within 90 days.
• Experience influencing business owners in the advisor channel and multi-channel outreach.

Responsibilities

• Lead business development, client relationships, and territory management for advisor-client firms.
• Engage advisor-client relationships to increase engagement, satisfaction, and share-of-wallet.
• Execute consultative sales processes to unlock SEI solutions for advisors.
• Build strong internal/external relationships and drive growth plans across teams.

Skills

Relationship management

Sales & business development

Executive influence

Communication

Education

Bachelor's degree in Business, Finance, Economics

MBA

CFP® credential

Tools

CRM systems

Advisory platforms

Job description

SEI Investments Management Corporation seeks a Relationship Manager for its Wealth Sales & Client Team. You will nurture existing advisor-client relationships within the independent broker/dealer channel, drive engagement, retention, and growth, and coordinate cross-functional support across Marketing, Investments, Technology, and Service.

You will leverage data to identify opportunities, influence C-suite decision-makers, and deliver consultative solutions that expand share-of-wallet while