Seic
Relationship Manager
USA - PA - Oaks
Sponsorship not specifiedDetected 30 days ago
SalesforceCRMSalesBusiness DevelopmentFinancial AnalysisExcelResearchLeadershipCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA
About the role
- The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations and interest in alternative investment products on our Marketplace.
- The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products.
- SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
Responsibilities
- Develop relationships with advisors and fund managers
- Drive consultative sales of alternative investment allocations
- Follow up on indications of interest and incoming leads or questions
- Enter all interactions in SalesForce and document pipeline of allocations
- Collaborate with CIO's and Due Diligence Professionals about investment fund consideration
- Perform other ad-hoc duties as directed by the Managing Director and Director
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
- Come build your brave future at SEI.
- Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Requirements
- 5+ years in sales, client success, relationship management or business development
- 3+ years in financial services, alternative investment sales, or financial analysis
- Series 7 and 63 licensed or ability to earn licensure quickly
- Knowledge of alternative investments
- Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds
- After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
- Highly motivated, with a results-driven, growth mindset and strong problem-solving skills
- Excellent probing and listening skills with a strong attention to detail
Nice to have
- Ability to work in a high growth environment where change is the norm
- Self-starter, able to work independently and collaboratively
- Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)
- Ability to embrace and contribute to a diverse and inclusive professional environment
- Willingness to travel 20%
- CAIA, CFA, or CFP designation a plus
- Experience at a fintech, wealth tech, RIA, Broker-Dealer or banking firm a plus
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors
- Explain to advisors the benefits of alternative investments in client portfolios
- Assist leadership with advisor education content and dissemination
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.