Personal Business Manager

Sei Investments Company • Seattle, WA

415d • $150,000 - $180,000 • Hybrid

About The Position

The Personal Business Manager at SEI Private Wealth Management is responsible for delivering exceptional client service and managing relationships with high net worth individuals and families. This role involves implementing a goals-based strategic plan for clients, executing the wealth management process, and contributing to the growth of the PWM business. The position requires strong organizational skills, attention to detail, and the ability to work collaboratively with team members to achieve client satisfaction and business goals.

Requirements

• A minimum of 5 years advisory experience working with client relationships.
• Bachelor's degree from an accredited college/university with a Finance/Accounting focus.
• Industry certifications, CFP, CFA or graduate degree.
• Series 65 or 66 licensing.

Nice To Haves

• Dedication to excellence in customer service.
• A strong understanding of wealth management and investment planning.
• Strong analytical and interpersonal skills.
• Superior attention to detail and excellent organizational skills.
• Strong problem solving skills and proven ability to think creatively and seek optimal solutions.
• Strong critical thinking skills.
• Strong communication and listening skills.
• Demonstrated ability to work effectively in cross-functional teams.
• Leadership skills and business management experience.
• Naturally innovative, inquisitive, and solution seeking.

Responsibilities

• Develop and implement a goals-based strategic plan for each client.
• Build and maintain strong client relationships.
• Execute PWM's client driven wealth management process.
• Grow portfolio of client relationships.
• Deliver on business goals of client satisfaction, referrals and increasing revenue.
• Work with advice and service team members to deliver cohesive goals-based advice to clients.

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: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree