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SEI
SEI
1,001 – 5,000 Employees
H1B Visa SponsorEnterpriseFinanceFintech
SEI provides technology and investment solutions for the financial services industry. Its work spans investment processing, operational services, and asset management, helping organizations manage and develop their financial businesses. SEI hires across diverse teams, with opportunities ranging from early-career and entry-level roles to positions supporting its operations in the United States, United Kingdom, and Ireland.
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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.

USUnited StatesCACalifornia
$100,000 – $150,000 / year
RemoteFull-timeSeniorEnglish RequiredAccount ManagerSales

Description

  • 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

Requirements

  • 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

Benefits

  • 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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