SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people-focused organization that encourages and recognizes employee development as a critical component in the provision of excellent client service. An open, collaborative, and detail-oriented environment underpins this business objective.
A Relationship Manager at SEI is responsible for growing SEI's business through client service excellence.
Our purpose is to implement and maintain a client experience that attracts and retains clients. You will join a high-performing, empowered team within a high-growth area of SEI. The role is strategic in nature and requires sophisticated skills to navigate the organization internally, in addition to building and maintaining quality relationships with clients and other external stakeholders. The candidate will be ambitious, driven, comfortable being accountable to specific targets, and have excellent communication skills - written, verbal, and executive. The candidate will be responsible for a portfolio of Alternative clients.
What you'll do:
1. Lead and coordinate a firm-wide approach to strategic client management
o Implement institutional-grade client governance framework, including efficient and effective meetings, KPIs, and action trackers
o Measure and be accountable to client satisfaction goals
o Drive client service excellence efforts across the organization
o Provide thought leadership to clients by staying current with market trends and competitor intel
2. Strategic account planning - create and present annual account plan to senior management that has a clear path to wallet share expansion
3. Represent the voice of the client to all internal SEI stakeholders and act as the trusted voice of SEI to the client
4. Lead commercial discussions and profitability action plans
5. Point of escalation for clients and internal teams
6. Support sales in new business generation & deal closing efforts
7. Product solutions - feed the product pipeline and stay ahead of client needs to identify potential future revenue streams to meet market needs
8. Third party relationship management to enhance SEI's brand awareness with strategic partners
9. Cultivate excellent working relationships with Operations Management
What you bring to the table:
1. At least 10 years' experience in Alternatives funds. Some experience in private markets is preferable
2. Strong knowledge of Alternative fund structures, various Fund domiciles, and regulatory requirements
3. A track record in cross-selling and wallet share expansion
4. Experience in Alternatives Operations is an advantage
5. Quality driven in everything you do - attention to detail and the highest level in oral, written communication and presentation skills
6. Strong data management skills
7. A curious mindset and ability to execute change
Attributes we value:
1. Strong organizational and collaboration skills
2. Fluency in English Language (both verbal and written) essential
3. Energetic, accountable, and driven
4. Positive 'can do' attitude with excellent problem-solving skills
5. Team player
6. Excellent interpersonal and client service skills
7. Ability to multi-task, prioritize work, and manage time to maximize efficiency and meet deadlines
8. Adaptable
Benefits you can expect:
Healthcare for yourself, your spouse, and any dependents under 18 years old. Pension Scheme, Life Assurance & Group Income Protection. Education Assistance, Sports Club Supplement, Tax Saver Travel Benefits, 2 Paid Volunteer Days per year, Employee Share Participation Scheme, and Competitive Family & Annual Leave Entitlements. We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.
SEI is an Equal Opportunity Employer and so much more...
We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy, and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme, and actively encourage work-life balance.
Job ID R0031374
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