Sei Investments Company

Sei Investments Company

Account Manager

Oaks, Pennsylvania, United States of America · Mid

Sponsorship not specifiedDetected 177 days ago
AccountingExcelCustomer SupportCommunicationCollaborationOrganizational SkillsMicrosoft Office

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odds of building a lasting career here

40Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

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Employer immigration record

from this employer's Department of Labor filings

Green-card filing pattern in this occupation

Context, not a finding about this posting: of this employer's 14 green-card filings in this occupation, 100% were for a worker who already held the job.

Green-card follow-through: 64%

Of 11 labor certifications old enough to have been used, 4 expired without the employer filing the next step. Median time from filing to decision: 493 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.

Files H-1B transfers

10 transfer filings in the last year, covering 10 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

  • The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI's Private Wealth Management business.
  • The role serves as the primary point of contact for client service needs, account administration, and operational processes, while coordinating advisory and investment-related processes with accuracy, professionalism, and discretion.

Responsibilities

  • Build and maintain strong client relationships.
  • Maintain and produce cash flow analyses for clients.
  • Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
  • What we would like from you: Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
  • Ability to manage multiple priorities under tight deadlines.
  • 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.
  • We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
  • At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.

Requirements

  • Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.

Nice to have

  • Be the initial point of contact for customer service for PWM clients and escalate as needed.
  • Assist in the implementation of a goals-based plan and supporting investments.
  • Provide management and oversight of client advisory projects.
  • Execute and oversee investment-related operational activities (i.e., client start-up, investment implementations and distributions).
  • Construct client materials as needed.
  • What we need from you: Bachelor's degree from an accredited college/university with a Finance/Accounting or business focus.
  • A minimum of 2 years' experience in the industry preferred
  • new college graduates accepted.

Benefits

  • Detailed oriented, flexible, and self-motivated.
  • 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.
  • We are global provider of technology, operations, and asset management services for the financial services industry.

Equal opportunity

  • 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.
  • 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.
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This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.