Relationship Manager

What You Will Do

• Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors
• Develop relationships with advisors and fund managers
• Drive consultative sales of alternative investment allocations
• Schedule frequent communication and meetings with key advisor users and accounts
• Explain to advisors the benefits of alternative investments in client portfolios
• Communicate asset class positioning to achieve financial planning outcomes
• Follow up on indications of interest and incoming leads or questions
• Sustain a high level of communication, conduct discovery calls and gain commitments
• Enter all interactions in SalesForce and document pipeline of allocations
• Aid leadership with advisor education content and dissemination
• Collaborate with CIO’s and Due Diligence Professionals about investment fund consideration
• Foster internal referrals from existing advisor relationship managers
• Become knowledgeable of SEI’s brand and the Access Platform
• Perform other ad-hoc duties as directed by the Managing Director and Director

  Qualifications

  • 5+ years in sales, client success, relationship management or business development
  • 3+ years in financial services, alternative investment sales, or financial analysis
  • Series 7 and 63 licensed or ability to earn licensure quickly
  • Knowledge of alternative investments
  • CAIA, CFA, or CFP designation a plus
  • Experience at a fintech, wealth tech, RIA, Broker-Dealer or banking firm a plus
  • Highly motivated, with a results-driven, growth mindset and strong problem-solving skills
  • Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds
  • Excellent probing and listening skills with a strong attention to detail
  • Nimbleness: receptive to feedback and quick to implement
  • Ability to work in a high growth environment where change is the norm
  • Self-starter, able to work independently and collaboratively
  • Experience selling in a remote environment using web conferencing
  • Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)
  • To embrace and contribute to a diverse and inclusive professional environment
  • Strong desire to be part of something transformative
  • Willingness to travel 20%

  Benefits

  • Comprehensive care for your physical and mental well-being
  • Strong retirement plan
  • Tuition reimbursement
  • A hybrid working environment for most roles
  • Support for working parents
  • Flexible Paid Time Off (PTO)
  • Up to 11 paid holidays/year
  • 21 days PTO/year pro-rated for new hires which increases over time
  • Paid parental leave
  • Discounted stock purchase plan
  • Investment options
  • Access to thriving employee networks

  SEI’s Competitive Advantage

  • Comprehensive care for your physical and mental well-being
  • Strong retirement plan
  • Tuition reimbursement
  • A hybrid working environment for most roles
  • Support for working parents
  • Flexible Paid Time Off (PTO)
  • Up to 11 paid holidays/year
  • 21 days PTO/year pro-rated for new hires which increases over time
  • Paid parental leave
  • Discounted stock purchase plan
  • Investment options
  • Access to thriving employee networks