Client Experience Associate

SEI1GLOBAL • Upper Providence Township, PA

81d

About The Position

SEI’s Wealth Advisor business is growing the Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Client Experience Associate to join the team. This professional will directly partner with a senior Business Development professional and focus efforts on driving engagement and sales development with SEI’s evolving suite-of-solutions and services across the Registered Investment Adviser (RIA) channel of SEI’s Wealth Advisor business. The role is responsible for, to varying degrees, acquisition/onboarding/activation of new client relationships, continued development and increasing share-of wallet of existing client relationships, client retention, and service and operational experiences to drive continued growth. This is an excellent opportunity for a growth-minded professional seeking a fast-paced and diverse work environment, who is passionate about problem-solving, leading change and learning through direct experience and coaching. This role reports to the Managing Director of the RIA Channel and works directly with a dedicated senior Business Development professional and cross-functionally across the Sales, Marketing, Product and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory. This role is SEI Headquarters-based in the Oaks, Pennsylvania Global Headquarters.

Requirements

• A minimum of 2 years of experience in financial services client sales and service support, with direct experience in RIA channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or in a related field, or minimum of 2 years’ SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email.
• Outstanding time-management and organizational skills, plus the track record of exceeding expectations.
• Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, and a willingness to learn and be mentored.
• Ability to influence decision-making and tackle problems, thinking critically and collaboratively.
• Excellent written and verbal communications skills with a track record in buyer satisfaction.

Nice To Haves

• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Responsibilities

• Serve as the primary internal point-of-contact for both new and current firms, leading client and account management for SEC-registered RIA firms, in the RIA channel of SEI’s Wealth Advisor Business.
• Work in coordination with partner senior Business Development professional to drive territory strategy planning.
• Proactively engage clients and prospective-clients, led by online-meetings, telephone and email, and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health.
• Influence the development and activation of advisor- and firm-client relationships at all stages in the buying journey.
• Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.
• Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions.

Benefits

• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Up to 11 paid holidays/year
• 21 days PTO/year pro-rated for new hires which increases over time
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees