West Region Senior Relationship Manager - Wealth

SEI

Oaks (PA)

On-site

USD 100,000 - 150,000

Full time

10 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Healthcare (medical, dental, vision).

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Job summary

SEI is expanding its Wealth Sales & Client Team and seeks a Senior Relationship Manager to lead strategic client relationships in the West region. You will drive growth, engagement, and satisfaction for independent broker/dealer clients and oversee the entire client experience within your territory.

You will report to the Managing Director of the West Region and collaborate with cross-functional teams to meet territory goals, using data to inform opportunities and solutions for advisors and

Qualifications

Experience and advanced knowledge of the advisor market, especially in the independent broker/dealer channel.
Proven ability to meet and exceed territory growth goals and manage client relationships.
Experience across business development, relationship management, and account management for advisors.

Responsibilities

Cultivate and expand high-value client relationships within the independent broker/dealer channel.
Achieve territory growth goals and manage end-to-end client experience.
Leverage data to identify growth opportunities and inform strategic decisions.
Collaborate with Marketing, Investment, Technology, and Service teams.

Skills

Relationship management

Advisor market knowledge

Territory management

Data-driven decisions

Cross-functional collaboration

Job description

You will report to the Managing Director of the West Region and collaborate with cross-functional teams to meet territory goals, using data to inform opportunities and solutions for advisors and

Get your free, confidential resume review.

or drag and drop your file here.