Account Manager

SEI•Upper Providence Township, PA

17h•Hybrid

About The Position

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join their Relationship Management and Client Service team. The primary goal is to provide an exceptional client experience. As an Account Manager, you will develop, maintain, and expand client relationships with existing clients, serving as the primary point of contact for daily activities and initiatives. You will enhance client relationships by building deeper connections and developing an intimate understanding of their business and objectives. Utilizing industry and SEI Solutions knowledge, you will consult with clients and present innovative recommendations related to industry trends, product differentiation, new market opportunities, and success stories. Client engagement and dedication to quality service are essential. You will manage client and internal expectations while identifying, resolving, and/or escalating critical issues, acting as a strong advocate for clients internally and for SEI externally. You will engage with internal teams to continually define service offerings and contribute to the success of the market unit by participating in department-wide initiatives to improve effectiveness. You will lead the onboarding of new clients and manage key client projects, including prioritizing projects, identifying new projects, gathering resources, monitoring milestones, performing business analysis, and documenting processes. These projects include the opening and closing of funds and share classes, coordinating fund mergers, asset pool conversions, and external service provider changes. It is critical to ensure standardized processes are created and used for routine activities. You will assist IMS in meeting its business objectives by helping ensure client relationships maintain revenue and profitability goals, which requires active involvement in identifying cross-selling opportunities and supporting recontract and RFP processes. Through attending and participating in various IMS and corporate professional development sessions, you will acquire tools to identify processes across the division and organization, with opportunities to partner with a diverse team and grow your career.

Requirements

Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
4+ 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 as the needs of our clients change.
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.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

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.).
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.
Actively involve in helping identify cross selling opportunities and supporting the recontract and RFP processes.
Acquire the tools to identify processes across the division and organization through attending and participating in various IMS and corporate professional development sessions.