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About the Role
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients.
Responsibilities
- Enhance client relationships by building deeper and broader connections and developing an intimate understanding of clients' business and objectives.
- Consult with clients using industry and SEI Solutions knowledge, presenting innovative recommendations on industry trends, product differentiation, new market opportunities, and success stories.
- Manage client and internal expectations while identifying, resolving, and escalating critical issues.
- Act as a strong advocate for clients internally and for SEI externally.
- Engage with internal teams to find creative ways to continually define service offerings and contribute to market unit success by identifying and participating in department-wide initiatives.
- Lead the onboarding of new clients and manage key client projects, including prioritization, resource identification, milestone monitoring, business analysis, and documentation.
- Oversee projects such as fund and share class openings/closings, fund mergers, asset pool conversions, and external service provider changes.
- Ensure standardized processes are created and utilized for routine activities.
- Assist IMS in meeting business objectives by ensuring client relationships maintain revenue and profitability goals.
- Actively identify cross-selling opportunities and support recontract and RFP processes.
- Acquire tools through professional development sessions and industry conferences to identify and streamline processes across the division and organization.
Requirements
- Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
- 8 years of investment management/operational experience (Traditional or Alternative).
- Strong team building skills.
- Excellent Client Service skills built around the SEI Client Experience Principles.
- Proven project management skills.
- Self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
- Strong written and verbal communication skills.
- Willingness to travel up to 10% of your time.
Skills
- Industry and SEI Solutions knowledge
- Client engagement
- Dedication to quality service
- Project management
- Business analysis
- Written communication
- Verbal communication
- Team building
- Client service
- Collaboration
- Flexibility
- Positivity
- Genuine interest in assisting
- Curiosity
- Critical thinking
Location
- New York
Work Type
- Full-time
Experience Level
- 8 years
Education Level
- Bachelor's Degree
Salary/Compensations
- $175,000 - $195,000 per year
Benefits
- Comprehensive care for 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
About the Company
- SEI is a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves.
- After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
- SEI offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
- We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.
- At SEI, we’re (literally) invested in your success.
Equal Opportunity
- SEI is an Equal Opportunity Employer and so much more…
- SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.