Senior Relationship Manager

About the role

SEI’s Wealth business is expanding its Sales & Client Team and seeks a Senior Relationship Manager to serve as the primary client‑facing leader for existing relationships in the independent broker/dealer channel. Reporting to the Managing Director of the West Region, the role works closely with a dedicated Account Executive and cross‑functionally with Marketing, Investment, Technology, and Service teams to drive engagement, growth, and satisfaction while expanding share‑of‑wallet and strategic commitment across the territory.

Responsibilities

• Proactively engage client relationships to increase engagement, growth, and satisfaction.
• Increase penetration across SEI and broaden share‑of‑wallet.
• Manage territory: expand and protect high‑value client relationships in the independent broker/dealer channel.
• Drive sustained revenue growth and meet/exceed territory growth goals.
• Oversee the total client experience across business development, relationship management, account management, and advisory firm experience.
• Use data to drive decisions, define growth opportunities, and solve client needs.
• Collaborate with Marketing, Investment, Technology, and Service organizations to elevate clients’ strategic commitment to SEI.

Requirements

• Experience and advanced knowledge of the advisor market, particularly the independent broker/dealer channel.
• Must reside in the West region territory.

Qualifications

The role expects a base salary of $100,000 to $150,000, commensurate with experience, plus performance‑based sales compensation that represents a larger portion of total earnings.

Skills

Ability to use data for decision‑making, strong relationship‑building, territory management, and cross‑functional collaboration.

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 (base coverage premiums paid).
• 401(k) match.
• Education assistance.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 21 days PTO per year (pro‑rated for new hires, increasing over time).
• Paid parental leave.
• Back‑up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.