Relationship Manager, Alternative Investment Funds

SEI1GLOBAL•Upper Providence Township, PA

1d•Hybrid

About The Position

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As a Relationship Manager, you are responsible for managing the overall relationship of the clients assigned to you. You are also responsible for growing the business/market share and revenue with existing clients.

Requirements

Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
Minimum 10 years investment management/operations experience (preferably in Alternatives).
Excellent Client Service skills built around the SEI Client Experience Principles.
Ability to connect with clients and establish trusted relationships.
Positive, hard working, diligent attitude.
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. As the needs of our clients change, we need to be flexible to change with them.
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.

Responsibilities

Grow existing revenue.
Manage the overall client relationship to maintain targeted revenue and profitability – establish a trusted and consultative relationship.
Deepen and broaden strategic relationships within the client at the “C” suite level, executive buyers and key influencers.
Develop an intimate understanding of the client’s business, objectives, competitors to better consult and provide solutions.
Develop, design and manage client account plan and annual account reviews.
Provide strategic plan and conduct annual business planning process with clients.
Act as consultant – Identify, present, market innovative recommendations relating to: industry trends, product differentiation (product rollout, new classes, channels, etc), new market opportunities, success stories, etc.).
Work with team to continually define our service offering and manage client expectations.
Ensure referenceability of client, as evidenced through NPS.
Perform annual client account reviews.
Develop forecast for existing business using Client Business Plan and current client profitability.
Identify, assess and cross sell solutions and services.
Maximize the product profitability.
Contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness
Foster relationship and support SEI team members and other teams involved in client relationship including Account Manager, Solutions, Operations, Marketing Director, and Wholesaler (as applicable).
Develop Relationships within other SEI Solutions Groups.
Leverage internal intellectual capital and share success stories.
Expand industry knowledge and network.