Sei Investments Company
Relationship Manager, Alternative Investment Funds
Oaks, Pennsylvania, United States of America · Director
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About the role
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Relationship Management and Client Service team.
- Our primary goal is to provide an exceptional client experience to our clients.
- As a Relationship Manager, you are responsible for managing the overall relationship of the clients assigned to you.
Responsibilities
- You will manage the overall client relationship to maintain targeted revenue and profitability - establish a trusted and consultative relationship.
- You will develop an intimate understanding of the client's business, objectives, competitors to better consult and provide solutions.
- You will work with team to continually define our service offering and manage client expectations.
- You will develop forecast for existing business using Client Business Plan and current client profitability.
- You will develop Relationships within other SEI Solutions Groups.
- You will contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness You will foster relationship and support SEI team members and other teams involved in client relationship including Account Manager, Solutions, Operations, Marketing Director, and Wholesaler (as applicable).
- The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
- Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls.
- What we would like from you: A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
Requirements
- What we need from you: Bachelor's Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
Compensation
- You will develop, design and manage client account plan and annual account reviews.
- You will provide strategic plan and conduct annual business planning process with clients.
- You will perform annual client account reviews.
Benefits
- As the needs of our clients change, we need to be flexible to change with them.
Company info
- At SEI, we're (literally) invested in your success.
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- We are global provider of technology, operations, and asset management services for the financial services industry.
This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.