Account Executive: Advisor Channel Growth & Client Wins
041 SEI Investments Management Corporation
041 SEI Investments Management Corporation is seeking an Account Executive to engage independent financial advisors and drive new client acquisition. This role involves managing client relationships and implementing territory strategies within the Independent Broker/Dealer channel. Qualified candidates will have a proven track record in financial services client sales support and possess a Bachelor’s degree or equivalent experience. We offer comprehensive health benefits and a supportive work environment. #J-18808-Ljbffr 041 SEI Investments Management Corporation
- ...Business Development Director in Oaks, Pennsylvania. This role involves managing client relationships, leading business development initiatives, and driving growth within the SEC-registered RIA channel. The ideal candidate will have at least 7 years of experience in financial...Suggested
- SEI is seeking an Account Executive to join their Sales & Experience Team in Oaks, Pennsylvania. The role focuses on driving engagement with independent financial advisors, acquiring new client relationships, and fostering existing ones. The ideal candidate will have at...SuggestedFlexible hours
- A leading financial services firm in Oaks, Pennsylvania is seeking an Account Executive to support business growth. This role focuses on client engagement within the Independent Broker/Dealer channel, requiring expertise in client management and sales strategies. The ideal...SuggestedFlexible hours
- ...or helping a national client navigate complex risk,... ...a proud Stevie Award-winning workplace - HUB offers... ...for a Private Client Account Executive to join our Personal... ...serves as a primary client advisor and broker-consultant,... ...to drive organic growth through cross-selling,...SuggestedLocal area
- ...in Oaks, Pennsylvania, is seeking a Fund Accountant Manager to lead the Investment Fund... ...exceptional administration service for various clients’ funds. The ideal candidate will have at... ...of benefits to support your career growth. #J-18808-Ljbffr SEI Investments CompanySuggested
- ...and crafts industry is seeking an enthusiastic Entry Level Account Manager to manage client accounts and ensure customer satisfaction.... ...multiple tasks. This role offers opportunities for career growth and professional development, as well as health benefits...
- ...Account Manager The Investment Manager Services Division (IMS)... ...Relationship Management and Client Service team. Our primary goal... ...product rollout, new classes, channels, etc), new market opportunities... ...is key to our continued growth. At SEI, we're (literally) invested...Flexible hours
- An insurance services company based in Pennsylvania is seeking a Commercial Lines Account Executive. In this role, you will manage client renewals, identify coverage gaps, and nurture client relationships. Ideal candidates will have a bachelor's degree with several years...Flexible hours
- 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...
- 181 SEI Global Services, Inc. is seeking a Fund Accountant Manager for its Investment Manager Services Division in Oaks, Pennsylvania. In... ...ensuring accurate reporting while managing a team dedicated to client satisfaction. Ideal candidates have at least 5 years in fund services...
- Personal Health Care in Phoenixville, PA, is seeking a dedicated Client Services Manager to join their team. This role involves managing relationships with clients and employees to promote trust and satisfaction. The ideal candidate should have a Bachelor's degree and...
- ...Market Retail Account Executive Comcast Advertising is driving... ...data types, and sales channels. Comcast... ...maintaining a base of local clients and/or agencies that purchase... ...and experiences. Win as a team - make big... ...Drive results and growth. Support a culture...Work experience placementLocal areaNight shiftWeekend work
- ...SEI's Advisor business is growing the Sales & Experience... ...accelerate business growth. To support this... ...seeking a qualified Account Executive to join the team!... ...onboarding/activation of new client relationships, continued... ...Independent Broker/Dealer channel of SEI's business....Flexible hours
$75k
...Financial Corp in King of Prussia, PA is seeking a dedicated Wealth Advisor to provide personalized wealth management services. The ideal... ...will have a bachelor's degree and experience in managing client investments, demonstrating a consultative approach to build lasting...$75k
Univest Financial Corporation is seeking a Wealth Advisor in King of Prussia, PA. This role involves guiding clients through financial planning and investment solutions while building lasting relationships. You will manage client portfolios and assist in business development...- ...Account Manager Intention.ly is looking... ...helping Intention.ly clients achieve their... ...that the programs we execute are based on a deep... ...become a trusted advisor to the client and... ...identify business growth opportunities and... ...Execute strategic omni-channel marketing plans....
- Overview SEI’s Advisor business is expanding the Sales... ...currently seeking a qualified Account Executive to partner closely with... ...advisors, driving new client acquisition, deepening... ...and managing territory growth within the Independent Broker/Dealer channel. What You Will Do Serve...
$65k - $100k
...Title: Job Location: Salary: Commercial Lines Account Manager | Small Business to Middle Market Clients This position can be fully remote with... ...1K Educational support, career development, and growth opportunities Flexibility, including hybrid schedules...Work at officeRemote work- ...to join our Relationship Management and Client Service team. Our primary goal is to provide... ...client experience to our clients. As an Account Manager you will develop, maintain and... ...differentiation (product rollout, new classes, channels, etc.), new market opportunities, success...Flexible hours
- ...Registered Investment Advisors (RIAs), Banks, Money Managers... ...to high-net-worth clients. The Middle Office... ...support, and personal account management to clients... ...the Advisor and Wealth channels. This position is responsible... ...key to our continued growth. At SEI, we're (...Work experience placementWork at officeFlexible hours
- SEI is actively seeking an Account Manager in Oaks, Pennsylvania, to join our Investment Manager Services Division. The successful candidate will enhance client relationships by engaging with clients to understand their business objectives and provide tailored solutions...Flexible hours
- KeyCorp in Lansdale is looking for a Financial Wellness Associate to support client financial health through service and solutions. This role requires a strong sales approach and the ability to develop relationships with clients while managing financial transactions efficiently...
- ...Investments Management Corporation is seeking a Business Development Director to lead client acquisition and onboarding for SEC-registered RIAs. The role encompasses business growth and territory management, requiring a minimum of 7 years in financial services client sales...
- ...invites applications for the role of Financial Wellness Advisor in Lansdale, Pennsylvania. This position requires a commitment to enhancing client relationships, providing financial wellness recommendations, and executing transactions. As part of a hybrid work model, the...
- SEI is expanding its Investment Manager Services Division and is seeking an Account Manager in Oaks, Pennsylvania. The successful candidate will be responsible for developing and maintaining client relationships while managing expectations both internally and externally....
- ...BAYADA Home Health Care is seeking a Client Services Manager in our Blue Bell, PA Home... ...culture of a family-owned business. Award-winning workplace : proud to be recognized as a... ...and Harmony (F.A.I.T.H), and more. Growth opportunities : advancement opportunities...Weekly payWork at officeLocal areaWeekend work
- ...our Ricoh President's Award winning team and the Greater Reading... ...business! Stratix Systems has a growth opportunity for an entry,... ...or industry experienced Account Executive to focus on new business-to-... ...appointments with prospective clients, product presentations and...Full time
- ...Insight in King of Prussia is seeking an enthusiastic Entry Level Account Manager. You will manage client accounts, build strong relationships, and ensure satisfaction while contributing to the company's growth. The ideal candidate should have strong communication skills...
$89k - $101k
...HUB Join our Stevie Award Winning Team at HUB International!... ...opportunity for an Senior Account Executive . Specific responsibilities... ...worth personal insurance clients with personal insurance portfolios... ...on retention & revenue growth. Understands carrier underwriting...Work experience placementWork at officeLocal area- Position Overview We are seeking a dedicated and dynamic Client Services Manager to join our case management team in Phoenixville, PA.... ...generate leads, expand client relationships, and contribute to revenue growth. Requirements Bachelor's degree required. Proven experience...Work at officeNight shift
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