Account Manager

SEI1GLOBAL•Upper Providence Township, PA

20h•Onsite

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. 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. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families. This position requires a highly organized individual who can balance many tasks and deliver high-quality work within deadlines. The Account Manager is responsible for delivering an exceptional client experience and operational support to Wealth Advisors and our clients. 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.

Requirements

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.
Ability to effectively explain complex concepts in understandable terms.
Detailed oriented, flexible, and self-motivated.
Excellent communication and presentation skills.
Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.

Nice To Haves

CFP® candidate preferred, but not required.
Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
High attention to detail, with strong organizational and analytical skills.
Ability to manage multiple priorities under tight deadlines.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/

Responsibilities

Be the initial point of contact for customer service for PWM clients and escalate as needed.
Build and maintain strong client relationships.
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).
Maintain and produce cash flow analyses for clients.
Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
Construct client materials as needed.