Account Manager

About the role

The Asset Management organization at SEI has an immediate opening for an Account Manager to join the Private Wealth Management division. SEI Private Wealth Management (PWM) offers a comprehensive wealth management solution tailored for high-net-worth and ultra-high-net-worth individuals and families.

Responsibilities

• Be the initial point of contact for customer service for PWM clients and escalate as needed.
• Build and maintain strong client relationships.
• Aid in the implementation of a goals-based plan and supporting investments.
• Provide management and oversight of client advisory projects.
• Execute and oversee investment-related operational activities (client start-up, investment implementations and distributions).
• Maintain and produce cash flow analyses for clients.
• Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
• Construct client materials as needed.

Requirements

• Bachelor’s degree from an accredited college/university with a Finance/Accounting or business focus.
• Minimum of 2 years’ experience in the industry preferred; new college graduates accepted.
• Series 65 licensing or willingness to attain.
• CFP® candidate preferred, but not required.
• Ability to effectively explain complex concepts in understandable terms.
• Detailed oriented, flexible, and self-motivated.
• Excellent communication and presentation skills.
• Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.

Qualifications

• Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
• High attention to detail, with strong organizational and analytical skills.
• Ability to manage multiple priorities under tight deadlines.

Skills

• Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
• High attention to detail, with strong organizational and analytical skills.
• Ability to manage multiple priorities under tight deadlines.

Benefits

This position is based out of our Seattle, WA location. SEI offers a competitive compensation package including a base salary of $60,000 - $80,000 per year, eligibility for a discretionary bonus, and a variety of benefits such as comprehensive health plans, life and disability insurance, a 401(k) match, tuition assistance, and more. SEI is committed to fostering a supportive and inclusive workplace culture, and provides various resources to help employees balance their personal and professional lives.

Pay

The base salary for this role is $60,000 - $80,000 per year. This position is also eligible to earn a discretionary bonus each year, subject to company approval.

Schedule

The role is based out of our Seattle, WA location.