SEI
SEI
SEI वित्तीय सेवा उद्योग के लिए प्रौद्योगिकी और निवेश समाधान प्रदान करती है। इसका कार्य निवेश प्रसंस्करण, परिचालन सेवाओं और परिसंपत्ति प्रबंधन तक फैला है, जिससे संगठनों को अपने वित्तीय व्यवसायों का प्रबंधन और विकास करने में सहायता मिलती है। SEI विविध टीमों में भर्ती करती है, जिसमें शुरुआती करियर और प्रवेश-स्तर की भूमिकाओं से लेकर संयुक्त राज्य अमेरिका, यूनाइटेड किंगडम और आयरलैंड में इसके परिचालन को सहयोग देने वाले पदों तक अवसर शामिल हैं।

Senior Relationship Manager – California Remote

Lead strategic relationships with independent broker/dealers across the western United States for SEI. The role focuses on territory revenue growth, client engagement, and expanding share of wallet.

विवरण

  • Strengthen existing SEI client relationships by improving engagement, satisfaction, and account growth
  • Expand adoption of SEI solutions and increase share of wallet across client accounts
  • Manage the territory by developing and protecting high-value client relationships
  • Generate sustained revenue growth among independent broker/dealer clients
  • Deepen clients’ strategic commitment to SEI
  • Achieve and surpass territory growth targets
  • Coordinate the full client experience across business development, relationship management, account management, and advisor and firm experience
  • Report to the Managing Director of the West Region
  • Partner with a dedicated Account Executive and collaborate with Marketing, Investment, Technology, and Service teams

आवश्यकताएँ

  • Advanced knowledge of the advisor market, supported by relevant experience
  • Professional experience in the independent broker/dealer channel
  • Track record of achieving and exceeding territory growth targets
  • Experience spanning business development, relationship management, account management, and advisor and firm experience
  • Ability to apply data to business decisions
  • Skill in identifying growth opportunities and resolving client needs
  • Must live within the assigned territory
  • Ability to manage strategic relationships throughout the western United States

लाभ

  • Comprehensive programs supporting physical and mental well-being
  • Retirement plan
  • Tuition reimbursement
  • Resources and support for working parents
  • Flexible paid time off
  • Medical, dental, vision, prescription, wellness, EAP, and FSA coverage
  • Life and disability insurance, with base coverage premiums paid by the company
  • 401(k) matching contributions
  • Education assistance
  • Commuter benefits
  • Up to 11 paid holidays annually
  • 21 days of annual PTO, prorated for new hires and increasing over time
  • Paid parental leave
  • Backup childcare arrangements
  • Paid volunteer days
  • Discounted employee stock purchase plan
  • Investment options
  • Access to employee networks

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