Sei Investments Company

Account Manager

Oaks, Pennsylvania, United States of America

Sponsorship not specifiedDetected 87 days ago

AccountingExcelCustomer SupportCommunicationCollaborationOrganizational SkillsMicrosoft Office

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.

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.

What we need from you: Bachelor's degree from an accredited college/university with a Finance/Accounting or business focus.

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.
Series 65 licensing or willingness to attain.
CFP® candidate preferred, but not required.
Ability to effectively explain complex concepts in understandable terms.
Excellent communication and presentation skills.
Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Detailed oriented, flexible, and self-motivated.

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.

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.

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