Advisor Relations Lead - Alternatives Marketplace
186 SEI Backbone Holding Company, LLC
186 SEI Backbone Holding Company, LLC is seeking an Investment Specialist to join the SEI Access Team. This role focuses on advisor acquisition and the sales of alternative investment products. The ideal candidate will develop relationships with advisors, communicate strategies, and drive consultative sales. Extensive experience in sales and a background in financial services are essential. The position includes comprehensive health benefits, 401(k) matching, and generous paid time off. #J-18808-Ljbffr 186 SEI Backbone Holding Company, LLC
- ...is seeking new members on our Alternative Investment Funds Fund... ...accounting operations management related to those client relationships... ...predictable service to the respective marketplace. You will also be responsible... ...You will participate in or lead departmental projects as...SuggestedFlexible hours
- ...present, market innovative recommendations relating to: industry trends, product... ...management/operations experience (preferably in Alternatives). Excellent Client Service skills built... ...50 years in business, SEI remains a leading global provider of investment processing...SuggestedFlexible hours
- ...plans and conduct annual account reviews. Lead the strategic planning and annual... ...in Accounting, Finance, Economics, or a related field (or equivalent experience). Minimum... ...or operations experience, preferably in alternatives. Excellent client service skills grounded...SuggestedFlexible hours
- UGI Corporation in King of Prussia seeks a Senior Manager, Investor Relations to engage with the investment community. This role manages valuation modeling, peer benchmarking, and contributes to quarterly earnings and ESG communications. Applicants should have a Bachelor...SuggestedRemote jobWork from home
- ...Specialist based in Pennsylvania to join the SEI Access Team. This role focuses on advisor acquisition, satisfaction, and allocations of alternative investment products on the Marketplace. The Investment Specialist will communicate with advisors to generate interest in...Suggested
- ...clients, we will need you to demonstrate your expertise in the area of offshore and domestic fund accounting and administration for alternative funds. You will manage the delegation of funds to your team, coordinate/onboard new fund set ups, serve as a liaison between...Flexible hours
- A prominent investment firm located in Oaks, Pennsylvania is seeking an Investment Specialist to support advisor acquisition and drive allocations in alternative investment products. This role involves developing relationships with advisors and fund managers while educating...
- ...Alternative Investment Product Accounting, Manager Apply ( locations Malvern, PA... ...Partner across teams to support changes related to new products, operational enhancements... ...financial wellbeing of our clients. To lead through product and services that transform...Full time
$64.7k - $120.4k
...Region is a leader in the employee benefits marketplace. Our associates simplify employee... ...evaluation, determination and recommendation of alternative coverage, pricing options, and plan... ...analysis of available plan elements related to client goals; Perform various...Minimum wageWork experience placementWork at officeFlexible hours- ...Discount Programs Job Summary- The Senior Manager, Investor Relations is a key partner to the VP of IR & ESG in shaping how UGI... ...Coordinate non-deal roadshows, conferences, and investor day * Lead investor targeting and prepare briefing books for management...Work from homeShift work
$64.7k - $120.4k
...Region is a leader in the employee benefits marketplace. Our associates simplify employee... ...evaluation, determination and recommendation of alternative coverage, pricing options, and plan... ...analysis of available plan elements related to client goals; Perform various...Minimum wageWork experience placementWork at officeFlexible hours- 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...
- ...built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our... ..., including managing products and assisting with investor relations across the globe. As an Analyst, you will serve as generalist product...Work experience placementFlexible hours
- ...institution has an immediate opening for a Full-Time Member Experience Advisor at our East Norriton branch! This position provides a premier... ...approach. Responsibilities Include: Process account-related requests including opening basic consumer accounts and...Full timeImmediate startAfternoon shift
$81k
...A community-focused organization is seeking a Campaign Director to lead strategic initiatives in environmental justice. The role requires over 3 years of experience in guiding volunteers through nonviolent actions. You will foster partnerships, provide educational resources...Flexible hours- ...battling some of the most aggressive cancers. Every role here contributes to that mission - and as a Manager within our Investor Relations team, you’ll play a key role in shaping how we communicate our story to the global investment community. About The Role We are seeking...Full timeWork at officeLocal area
- 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...
- ...development, assisted living, student housing, and mixed-use repositioning nationwide. We are seeking an experienced and polished Investor Relations Coordinator to serve as the primary interface between the firm and its investor base. This is a high-visibility, relationship...Interim roleWork at office
$16.5 per hour
...participate in the job application or interview process, please reach out to ****@*****.***. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed through this channel. Applications for this...Hourly payLocal areaFlexible hoursShift workNight shift- 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...
- ...in Collegeville, PA. The role combines strategic oversight of HR functions including talent acquisition, onboarding, and employee relations within a unionized environment. Qualifications include a Bachelor’s degree and 7-10 years of hands-on HR experience, with a strong...
- ...assigned by management What You'll Need: High School Diploma, or equivalent, required Able to establish and maintain good relations with customers by providing courteous, efficient, and professional service Be functionally literate and capable of...Shift work
- ...Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI... ...account processing rules as they relate to IRA's and Qualified Plans. Identify... ...over 50 years in business, SEI remains a leading global provider of investment processing,...Work experience placementWork at officeFlexible hours
$55k - $156.45k
...assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related experience. You'll cultivate relationships and coach bank employees on our brokerage services. The role offers a salary range of $5...- ...and present innovative recommendations relating to: industry trends, product differentiation... ...to improve effectiveness. You will lead the onboarding of new clients and manage... .../operational experience (Traditional or Alternative). ~ Strong team building skills ~...Flexible hours
$110k - $140k
Novocure Inc in Chesterbrook, PA is seeking a Manager, Investor Relations to drive communication with the investment community. This hybrid position requires a Bachelor’s degree and 5+ years of relevant experience. The ideal candidate will manage investor relations strategies...- RICOH COLOMBIA in Exton is seeking a Manager I, Audit to lead global internal audits and assess risks across the organization. Candidates should have a Bachelor’s degree in Accounting or related field, a minimum of 15 years auditing experience, and fluency in a foreign...
- ...join our team as a Director within the Alternative Investment Services (AIS) team supporting... ...equivalent, in Accounting, Finance, or related business field. A minimum of three years... ...clients first, doing the right thing, leading with exceptional ideas, committing to diversity...Full timeContract work
- ...community setting. We are seeking an Part-Time Residential Advisor to work in our Developmental Services Division in Conshohocken... ...in the development of the individual service plans and related documentation and document client progress as they move through...Part time
- ...Floor Lead (Retail) (Part-time) Since 2015, Mejuri has reimagined what fine jewelry can be in a modern... ...your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems,...Part timeWorldwideShift workWeekend workAfternoon shift
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