Senior Relationship Manager

Overview

Senior Relationship Manager in SEI's Wealth Sales & Client Team, serving as the most prominent client-facing individual for existing client relationships in the independent broker/dealer channel in the West region of the U.S.

What you'll do

• Proactively engage client relationships to increase their engagement, growth, and satisfaction with SEI.
• Increase penetration across the firm and broaden share-of-wallet across the firm.
• Manage territory, expanding and protecting high-value client relationships and driving sustained revenue growth with clients in the independent broker/dealer channel.
• Elevate clients' strategic commitment to SEI.
• Meet and exceed territory growth goals.
• Oversee the totality of the client experience across business development, relationship management, account management, and experience for advisors and firms in your territory.
• Use data to drive decisions, define opportunities for growth, and solve client needs.
• Work directly with a dedicated Account Executive and cross-functionally across the Marketing, Investment, Technology, and Service organizations.

What you'll need

• Experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel.
• Ability to use data to drive decisions.
• Ability to define opportunities for growth and solve client needs.

Details

• Territory-based role in the West region of the U.S.; the individual must reside in the territory.
• Reports to the Managing Director of the West Region within the Wealth Sales & Client Team.
• Base salary expected to be $100,000 to $150,000, commensurate with experience, plus performance-based sales compensation representing a larger portion of total earnings.