Account Manager, Traditional Investment Funds

SEI•Upper Providence Township, PA

4d•Hybrid

About The Position

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients.

Requirements

Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
3+ years investment management/operational experience (Traditional or Alternative).
Strong team building skills
Excellent Client Service skills built around the SEI Client Experience Principles.
Proven project management skills.
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.
Willingness to travel up to 10% of your time.

Nice To Haves

A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
Collaboration with internal and external stakeholders.
Flexibility to change with client needs.
Positivity and genuine interest in assisting both colleagues and clients.
Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

Responsibilities

Enhance the client relationship by building deeper and broader relationships within your client base and developing an intimate understanding of your clients’ business and objectives.
Utilize industry and SEI Solutions knowledge to consult with clients and present innovative recommendations relating to: industry trends, product differentiation (product rollout, new classes, channels, etc), new market opportunities, success stories, etc.
Manage client and internal expectations while identifying, resolving and/or escalating critical issues.
Be a strong advocate for your clients internally and a strong advocate for SEI externally.
Engage with internal teams to find creative ways to continually define our service offering and contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness.
Lead the onboarding of new clients and manage key client projects (prioritize projects, identify new projects to be initiated, gather resources, monitor milestones, perform business analysis, document, etc.).
These projects include the opening and closing of funds and share classes, coordinating fund mergers, asset pool conversions and external service provider changes.
Ensure that standardized processes are created and used to manage routine activities.
Assist with helping IMS meet its business objectives by helping ensure client relationships maintain revenue and profitability goals.
Identify cross selling opportunities and supporting the recontract and RFP processes.
Through attending and participating in various IMS and corporate professional development sessions and industry conferences, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients.