Seic
Director, Relationship Manager
USA - PA - Oaks · Director
Sponsorship not specifiedDetected 30 days ago
Project ManagementAccountingCommunicationCollaborationCritical Thinking
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 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).
- You will develop Relationships within other SEI Solutions Groups.
- 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.
- A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
Requirements
- Bachelor's Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
- Minimum 10 years investment management/operations experience (preferably in Alternatives).
- Ability to connect with clients and establish trusted relationships.
- Proven project management skills.
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
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
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.