Industry-leading performance attribution, risk management, and reporting suite for the institutional investor. Serving both managers and allocators, Novus helps you achieve your investment potential with multi-asset class coverage, deep analytics, and the... Backed by Index.
About the role
SEI’s Wealth business is growing the Sales & Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Senior Relationship Manager to join the team. Found on 1752vc Careers, the job board for startup and VC roles.
More about this role
SEI’s Wealth business is growing the Sales & Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Senior Relationship Manager to join the team.
In this high-profile and high-visibility role, you will be the most prominent client-facing individual for the business’ existing client relationships. You will be responsible for proactively engaging relationships to increase their engagement, growth, and satisfaction with SEI, increasing penetration across the firm, and broadening share-of wallet across the firm. You will be accountable for territory management, including expanding and protecting high-value client relationships while driving sustained revenue growth with clients in the independent
broker/dealer channel and will be a key contributor in elevating these clients’ strategic commitment to SEI.
To ensure success, you should carry experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel. You will be responsible for meeting and exceeding territory growth goals and overseeing the totality of the client experience across business development, relationship management,...
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