Senior Relationship Manager
About The Position
SEI’s Wealth business is growing the Sales & Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Senior Relationship Manager to join the team. In this high-profile and high-visibility role, you will be the most prominent client-facing individual for the business’ existing client relationships. You will be responsible for proactively engaging relationships to increase their engagement, growth, and satisfaction with SEI, increasing penetration across the firm, and broadening share-of wallet across the firm. You will be accountable for territory management, including expanding and protecting high-value client relationships while driving sustained revenue growth with clients in the independent broker/dealer channel and will be a key contributor in elevating these clients’ strategic commitment to SEI. To ensure success, you should carry experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel. You will be responsible for meeting and exceeding territory growth goals and overseeing the totality of the client experience across business development, relationship management, account management, and experience for advisors and firms in your territory of the independent broker/dealer channel. You must be adept at using data to drive decisions, while defining opportunities for growth and solving client needs. This role reports to the Managing Director of the West Region within the Wealth Sales & Client Team and works directly with a dedicated Account Executive, as well as cross-functionally across the Marketing, Investment, Technology, and Service organizations of the business. This role is territory-based in the West region of the U.S. and will cover strategic relationships across the region. The individual must reside in the territory.
Requirements
- Experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel
- Must reside in the territory (West region of the U.S.)
Responsibilities
- Proactively engaging relationships to increase their engagement, growth, and satisfaction with SEI
- Increasing penetration across the firm
- Broadening share-of wallet across the firm
- Territory management, including expanding and protecting high-value client relationships
- Driving sustained revenue growth with clients in the independent broker/dealer channel
- Elevating these clients’ strategic commitment to SEI
- Meeting and exceeding territory growth goals
- Overseeing the totality of the client experience across business development, relationship management, account management, and experience for advisors and firms in your territory of the independent broker/dealer channel
- Using data to drive decisions, while defining opportunities for growth and solving client needs
Benefits
- Comprehensive care for your physical and mental well-being
- Strong retirement plan
- Tuition reimbursement
- Support for working parents
- Flexible Paid Time Off (PTO)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
