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SEI oferă soluții tehnologice și de investiții pentru industria serviciilor financiare. Activitatea sa include procesarea investițiilor, servicii operaționale și gestionarea activelor, ajutând organizațiile să își administreze și să își dezvolte afacerile financiare. SEI face angajări în echipe diverse, cu oportunități care variază de la roluri pentru începutul carierei și poziții de nivel începător până la posturi care sprijină operațiunile sale din Statele Unite, Regatul Unit și Irlanda.
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.
Descriere
- 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
Cerințe
- 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
Beneficii
- 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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