Strategic Client Partner — Traditional Investment Funds
181 SEI Global Services, Inc.
181 SEI Global Services, Inc. is seeking an Account Manager to enhance client relationships and drive exceptional service delivery. Key responsibilities include managing client onboarding, identifying cross-selling opportunities, and ensuring client satisfaction. The successful candidate will have a Bachelor's Degree in a relevant field and at least 3 years of investment management experience. This role fosters a collaborative environment with a drive for excellence, and offers a hybrid working model alongside comprehensive benefits including healthcare, retirement plans, and paid time off. #J-18808-Ljbffr 181 SEI Global Services, Inc.
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...Relationship Management and Client Service team. Our primary... ...include the opening and closing of funds and share classes,... ...management/operational experience (Traditional or Alternative). ~ Strong team...SuggestedFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...Relationship Management and Client Service team. Our primary... ...include the opening and closing of funds and share classes,... ...management/operational experience (Traditional or Alternative). Strong team...SuggestedFlexible hours
- About the Role The Investment Manager Services Division (IMS) at SEI is expanding its Relationship Management and Client Service team. As a Relationship Manager, you will be responsible... ...relationship. Deepen and broaden strategic relationships at the C‑suite level, executive...SuggestedFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new... ...members on our Relationship Management and Client Service team. Our primary goal is to... ...consultative relationship. Deepen and broaden strategic relationships within the client at the “...SuggestedFlexible hours
- A leading investment management firm in Oaks, Pennsylvania, seeks a Fund Accounting Director to oversee premium accounting services for hedge and private equity funds... ...teams, ensure the delivery of exceptional client service, and develop operational policies to enhance...Suggested
- A leading investment management firm is seeking a Fund Accounting Manager to oversee accounting operations for hedge and private equity funds in Oaks, PA. The role includes managing client inquiries, accounting operations, and ensuring compliance with government regulations...
- A leading investment management firm is seeking a Fund Accounting Manager to oversee accounting operations and address client needs. The successful candidate will manage a team, ensure adherence to regulatory requirements, and maintain communication with clients and stakeholders...
- SEI in Oaks, Pennsylvania is seeking a Fund Accountant Supervisor for its Investment Manager Services Division. This role involves overseeing fund accounting, managing daily financial reports, training accounting analysts, and ensuring regulatory compliance. Candidates...
- 021 SEI Investments Company is seeking a Fund Accounting Manager in Oaks, PA. The role entails overseeing accounting operations for hedge and private equity funds, managing client relationships, and ensuring compliance with GAAP standards. Qualified candidates will have...Work at officeWork from home
- A leading asset management firm in Oaks, Pennsylvania, is seeking a Fund Accounting Manager to oversee accounting operations and client services for hedge and private equity funds. The role requires at least five years of experience in fund services and two years in management...
- SEI Investments Company in Oaks, Pennsylvania, is seeking a Fund Services professional. The candidate will oversee accounting processes for hedge and private equity holdings, ensure compliance with GAAP standards, and supervise a team of analysts. Key qualifications include...
- A financial services firm in Pennsylvania is seeking a Fund Accountant Manager to oversee accounting operations and lead a team for various fund clients. The ideal candidate has at least 5 years of experience in fund services and 2 years in management. Responsibilities...
- A financial services company in Pennsylvania is seeking a Fund Accounting Supervisor to join their Alternative Investment Funds team. In this role, you will oversee fund accounting operations, ensure compliance with regulations, and train accounting analysts. The ideal...
- SEI is seeking a Fund Accountant Manager in Oaks, Pennsylvania. In this role, you will manage a team focused on accounting operations... ...funds, CITs, and ETFs. Responsibilities include liaising between clients and service providers, ensuring accurate NAV calculations, and...
- SEI Investments Company in Oaks, Pennsylvania, is seeking a Fund Accountant Manager to lead the Investment Fund Services accounting team. You will oversee the accounting... ...exceptional administration service for various clients’ funds. The ideal candidate will have at least 5...
- 181 SEI Global Services, Inc. is seeking a Fund Accountant Manager for its Investment Manager Services Division in Oaks, Pennsylvania. In this role, you... ...accurate reporting while managing a team dedicated to client satisfaction. Ideal candidates have at least 5 years in...
- 046 SEI Investments Global Fund Services is seeking a Fund Accountant Manager in Oaks, Pennsylvania. This role involves overseeing the accounting operations for various clients, ensuring compliance, accuracy of Net Asset Values (NAVs), and managing a team. The ideal candidate...
- SEI Investments Company is seeking an experienced professional in Oaks, Pennsylvania, to join their Investment Fund Services accounting team. The successful candidate will handle accounting for mutual funds, assist with audits, and train junior staff. Key qualifications...
- A prominent investment firm located in Oaks, Pennsylvania is seeking an Investment Specialist to support advisor acquisition and drive allocations... ...This role involves developing relationships with advisors and fund managers while educating them on the benefits and risks of...
- ...Solutions is currently seeking a highly skilled Life Sciences Client Relationship Manager who will be responsible for growing clients... ...region as required for business. Key Responsibilities Drive strategic pursuits encompassing small, medium and large deals, working cross...Relocation
- ...Relationship Manager to oversee and enhance relationships with assigned clients. You will ensure revenue targets are met while delivering exceptional service. The role requires a strong background in investment management and excellent communication skills. The ideal...
- ...will have excellent communication skills and a proven track record in sales. The position offers a remote work setup, emphasizing strategic planning and collaboration with internal and external stakeholders to ensure outstanding customer service and satisfaction. #J-188...Remote work
- Fiserv is seeking a Senior Director Client Support in King of Prussia, Pennsylvania. In this role, you will manage a Tier 1 operational team focused on enhancing the partner experience. You will be the primary point of contact for partner agents, handle escalations, and...
- ...The Investment Specialist will be a key member of the SEI Access Team... ...into advisor allocations and client portfolios, including through... ...specific alternative investment funds, fund managers, and asset... ...take them to the next level by partnering closely with sales, product...Remote workFlexible hours
- ...passionate, take ownership and always do what’s right for our clients, people and communities. Why Colliers? Our enterprising environment... ...loves using your skill to see the bigger picture and advance strategic goals. You are driven and eager to work with your team to see...Full timeWork at officeLocal areaVisa sponsorshipWork visa
- SEI Investments Company in Oaks, Pennsylvania, is seeking an Account Manager to enhance client relationships and provide exceptional service. The role requires a Bachelor's Degree in a related field and 4+ years of investment management experience. You'll manage client...
$72k - $141k
...externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues... ...with the ability to function in a competitive, adversarial and/or strategic environment. Strong collaborative and influence skills....Work experience placementWork at office- ...Position Overview We are seeking a dedicated and dynamic Client Services Manager to join our case management team in Phoenixville, PA. This individual will be responsible for building and maintaining strong relationships with both new and existing clients and employees...Work at officeNight shift
$16.93 - $21.63 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of... ...Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous... ...to pay for medical expenses with pre-tax funds. Paid Parental Leave: We support growing...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours$40k - $45k
Culligan Quench is seeking a driven Key Account Executive in King of Prussia, PA to focus on growing strategic accounts. Responsibilities include meeting sales quotas, developing strategies, and utilizing Salesforce. This role offers a competitive base salary of $40,000...Remote job
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