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
- 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
- ...based in Exton, Pennsylvania, is seeking an Account Manager for Caliber Service Group. This... ...of facilities services, ensuring high client satisfaction and effective operational support... ...team environment awaits, with opportunities for growth. #J-18808-Ljbffr Leo IncSuggested
- ...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...Suggested
- 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...SuggestedFlexible hours
- ...Private Client Account Executive – Personal Lines, Hybrid work schedule Key Responsibilities Manage an assigned book of High-Net-Worth personal... ...with Producers and internal stakeholders to drive organic growth through cross‑selling, upselling, and development of new business...SuggestedLocal area
- PNC is seeking a Premier Client Financial Advisor based in Phoenixville, PA to manage client relationships and provide tailored financial strategies. The role emphasizes coaching staff and exceptional client service within an inclusive workplace. Successful candidates...Work at office
- ...Prussia, Pennsylvania is searching for a motivated sales professional to join their team. This position focuses on sourcing potential clients and delivering customized solutions based on their needs, requiring both in-person interactions and networking skills. The ideal...Work at officeFlexible hours
- 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...
- 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...
- Leo Facilities Maintenance is looking for an Account Manager to oversee day-to-day operations across major client sites in Exton, Pennsylvania. This role involves managing client relationships, service requests, and financial performance while ensuring high client satisfaction...
$40k - $45k
...Key Account Executive We are looking for a driven, entrepreneurial... ...highest potential for growth. The Key Account... ...desire to succeed and win Strong attention to... ...solutions to meet client needs Strong communication... ...our official HR channels to safeguard your privacy...Base plus commissionWork at officeLocal areaImmediate startRemote work- ...Account Executive Opportunity SEI's Advisor business is growing the Sales & Experience Team to... ...continue to accelerate business growth. To support this... ...onboarding/activation of new client relationships, continued... ...Broker/Dealer channel of SEI's business. This...Flexible hours
- Insight Global's client in King of Prussia seeks a Financial Advisor for a full-time role. The Financial Advisor will provide financial planning guidance, serve as a primary contact for clients, and maintain compliance with regulations. Applicants must have active Series...Full time
- ...Private Client Account Executive At HUB International, we're more than just an insurance brokerage... ...insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of... ...stakeholders to drive organic growth through cross-selling, upselling, and...Local area
$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...$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...- 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...
$60k - $70k
Univest Financial Corporation is seeking a Wealth Advisor Associate to join their Souderton-based team. This early-career role is designed... ...eager to deepen their investment knowledge and transition into client-facing advisory positions. The Wealth Advisor Associate will...$120k - $150k
...partners and external clients. Within ICG, the Investment... ...Specialist - RIA Channel plays a critical, client... ...teams to drive asset growth and deepen client... ...Registered Investment Advisors (RIAs), providing advanced... ...and a strong sense of accountability for results. Compensation...Temporary work- ...Citizens, our mission is to help clients, colleagues and communities... ...with Wealth Financial Advisors and Certified Financial Planners... ...investments, and lending balances by executing comprehensive discovery and... ...of Success include Growth in net new investment assets...Full timeLocal areaShift work
- ...Hart - State Farm Agent in Exton, Pennsylvania is looking for an Account Manager to play a crucial role in daily business operations.... ...sociable professional who is eager to contribute to community growth. A competitive salary plus commission, health insurance, and opportunities...
- Are you our new colleague? We’re looking for a Client Development Manager. You’ll be a key player in driving growth and building lasting partnerships. If you’re passionate... ...cross‑selling opportunities. Develop and execute strategic sales plans to meet and exceed revenue...
- ...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...Work at officeFlexible hours
- ...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 meeting...
- ...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
- 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....
- 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
- ...supervision of all assigned residents to ensure a safe, healthy, secure and pleasant environment, which promotes growth and development. To facilitate client growth and development toward independence in self-care, daily living skills, socialization and community...Full time
- ...looking for a Sales Director specializing in New Logos to drive client acquisition and elevate sales initiatives. In this role, you will... ...offers competitive compensation and comprehensive benefits to support your professional growth. #J-18808-Ljbffr Jade Global, Inc
$177.69k
...Senior Account Executive King of Prussia, PA About the Opportunity... ...developing your market, your client relationships, and working to... ...Lead your publication's growth as the face of Stroll in your... ...guide your success Award-Winning Culture Supportive, nationally...Local areaWork from homeHome officeFlexible hours
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