Director, Relationship Manager

SEI • Upper Providence Township, PA

2d

About The Position

SEI’s Investment Manager Services Division (IMS) is seeking a Relationship Manager to manage assigned client relationships, deliver an exceptional client experience, and grow business, market share, and revenue with existing clients. The role establishes trusted, consultative relationships; develops strategic connections with executive buyers and key influencers; and builds a detailed understanding of clients’ businesses, objectives, and competitors to recommend appropriate solutions.

The Relationship Manager develops and manages account plans, conducts annual account reviews and business planning, forecasts existing business, assesses cross-selling opportunities, and works to maximize product profitability. The role also collaborates with internal teams to define service offerings, manage client expectations, support client references and satisfaction, contribute to department-wide initiatives, and share industry knowledge and successful practices. Travel may be required up to 10% of the time.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field, or equivalent experience.
• At least 10 years of investment management or operations experience; experience in Alternatives is preferred.
• Excellent client-service skills grounded in SEI Client Experience Principles.
• Ability to connect with clients and establish trusted relationships.
• Positive, hardworking, and diligent attitude.
• Proven project-management skills.
• Self-motivation and drive to monitor multiple client deliverables while maintaining excellence and quality.
• Strong written and verbal communication skills; client support is primarily by email and/or phone.
• Willingness to travel up to 10% of the time.

Nice To Haves

• Investment management or operations experience in Alternatives.
• Drive to learn new systems and concepts and build broad industry knowledge.
• Ability to collaborate with internal and external stakeholders and adapt as client needs change.
• Positivity and genuine interest in assisting colleagues and clients.
• Curiosity and critical-thinking skills to identify solutions and help implement more efficient processes or procedures.

Responsibilities

• Grow revenue from existing clients.
• Manage assigned client relationships to maintain targeted revenue and profitability and establish trusted, consultative relationships.
• Build strategic relationships within client organizations, including at the C-suite, executive-buyer, and key-influencer levels.
• Develop an in-depth understanding of clients’ businesses, objectives, and competitors to provide consultation and solutions.
• Develop, design, and manage client account plans and annual account reviews.
• Provide strategic plans and conduct annual business planning with clients.
• Identify and present recommendations concerning industry trends, product differentiation and rollouts, new classes and channels, new market opportunities, and success stories.
• Work with the team to define the service offering and manage client expectations.
• Support clients’ reference ability, as evidenced through NPS.
• Develop forecasts for existing business using client business plans and current client profitability.
• Identify, assess, and cross-sell solutions and services.
• Maximize product profitability.
• Identify and participate in department-wide initiatives to improve market-unit effectiveness.
• Foster relationships with and support SEI team members and teams involved in client relationships, including Account Managers, Solutions, Operations, Marketing Directors, and Wholesalers as applicable.
• Develop relationships within other SEI Solutions Groups.
• Leverage internal intellectual capital and share success stories.
• Expand industry knowledge and professional network.
• Travel up to 10% of the time.

Benefits

• Comprehensive physical and mental health care, including medical, dental, vision, prescription, wellness, employee assistance program (EAP), and flexible spending account (FSA) offerings.
• Life and disability insurance, with premiums paid for base coverage.
• 401(k) match.
• Tuition reimbursement and education assistance.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 21 days of paid time off per year, prorated for new hires and increasing over time.
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Director