SEI Investments Company

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Relationship Manager - North

at SEI Investments Company

Posted: 9/26/2019
Job Reference #: 18526
Keywords: operations

Job Description

Job ID #: P29111


Home office - US

Position Category:




Employment Type:


Education Required:

Bachelors Degree

Experience Required:

Minimum of 8 years

Relocation Provided:

Travel Percentage:

Position Description

SEI’s Independent Advisor Solutions has immediate opportunity for a strong relationship management and sales professional to serve as a Relationship Manager within the North Territory. As the Relationship Manager, you will be responsible for the states of Michigan and Indiana. Our Relationship Managers are responsible for managing existing client relationships to retain the existing assets, increase SEI assets under management and a key contributor in elevating the client’s strategic commitment to SEI.

What you’ll do:
› Execute SEI’s consultative and collaborative relationship management and sales processes to provide SEI’s Advisory Outsourcing Business Solutions for Advisors to increase assets under management in SEI’s investment management products. In essence, you will be the key connection in developing additional opportunities for SEI to serve existing clients.
› Build strong relationships with existing advisors to retain and grow their SEI investment business
› Manage our Advisors business growth goals by enabling their success using SEI’s business solution processes by providing Practice Management advice to Advisors to grow and run their business
› Educate and inform clients about SEI’s product changes and new products
› Assist and serve as a point of contact for our advisors with complex sales proposal and client retention opportunities
› Provide referrals to the New Advisor Sales Team for recruiting new Advisors to utilize SEI’s Advisor Platform
› Develop and implement strategic sales plans to achieve Advisor Unit goals
› Present and share at Client and company events with end investors
› Support Advisors in end investor meetings
› Complete all CRM sales forecasting and administration activities
What you bring to the table:
› Minimum of 3 years of experience in the financial services industry
› Bachelor’s degree in business, finance, economics or equivalent work experience
› Proven track record and demonstrated ability to successfully manage a consultative sales process.
› History of prospects/clients viewing you as a trusted business advisor and resource
› Working knowledge of investment products and markets
› An understanding of the RIA and B/D market place

Position Requirements

Attributes we value:
› The ability to work under pressure and with a sense of urgency
› Relationship building and client facing skills
› Great communications skills; verbal and written
› Must be willing to work in an open floor environment as collaboration is key
› The ability to travel up to 80% primarily in the states of Michigan and Indiana. This position reports to the North Territory Managing Director

About The SEI Advisor Network

The SEI Advisor Network provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, the SEI Advisor Network has been serving the independent financial advisor market for more than 25 years, has 7,500 advisors who work with SEI, and $65.3 billion in advisors’ assets under management (as of June 30, 2018). The SEI Advisor Network is a strategic business unit of SEI. For more information, visit

SEI is an Equal Opportunity Employer and so much more…

Now in its 50th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. 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, access to thriving employee networks and an opportunity to become an elite ping-pong player during break periods.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.Please be aware that SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” (the “Rule”) may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI’s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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