Strategic Investment Client Relationship Manager
SEI Investments
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. A Bachelor's Degree in a related field and over 4 years of investment management experience are required. Benefits include healthcare, 401(k) matching, and generous paid time off. This role requires effective communication skills and a willingness to travel up to 10%. #J-18808-Ljbffr SEI
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Investment Client Relationship Manager in Oaks, PA vacancy
- 181 SEI Global Services, Inc. seeks an Account Manager to enhance client relationships within the Relationship Management and Client Service team. Ideal... ...Bachelor's degree in a related field and 4+ years of investment management experience. Responsibilities include...Suggested
$114.5k - $148.8k
Overview Job Description: The Principal Strategic Customer Success Account Manager (CSAM) partners with Vertex’s most strategic customers to drive value... ...outcomes. The Principal CSAM owns the end-to-end relationship across a portfolio of high-touch accounts, using predictive...Suggested- ...Citizens, our mission is to help clients, colleagues and communities... ...development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will... ...introductions. Grow net deposits, investments, and lending balances by...SuggestedFull timeLocal areaShift work
Citizens Financial Group, Inc.
Norristown, PA3 days ago $175k - $200k
...experienced Lead Account Manager to serve as the primary strategic owner of several of our... ...significant wealth management relationships. This role focuses on... ...Hartford Funds’ investment capabilities with partner... ...Collaborative, disciplined, and client‑centric approach that...SuggestedTemporary workHome office- Wohlsen Construction is seeking a Project Executive in Devon, Pennsylvania, responsible for managing client relationships and project success. The role requires excellent leadership to direct project teams, optimize resources, and ensure adherence to schedules and contract...SuggestedContract work
- CliftonLarsonAllen Wealth Advisors, LLC, located in King of Prussia, is seeking an Accounting Consultant-Engagement Director for their Client Accounting and Advisory Services team. This role involves serving as a high-level interim accounting resource for clients,...Work experience placementInterim role
- ...ownership and always do what’s right for our clients, people and communities. Why Colliers?... ...to see the bigger picture and advance strategic goals. You are driven and eager to work... ...potential issues or risks. Participate in management and coordination of transaction and due...Full timeWork at officeLocal areaVisa sponsorshipWork visa
Colliers
Conshohocken, PA2 days ago - ...What we're looking for in our Senior Client Manager You are a Senior Client Manager with... ...the primary point of contact for key strategic clients, delivering exceptional... ...customer retention rate. Develop strong relationships with assigned clients and brokers by...Work at officeFlexible hours
Worldwide Insurance Services LLC
King of Prussia, PA17 hours ago - 181 SEI Global Services, Inc. is seeking a Relationship Manager to oversee and enhance relationships with assigned clients. You will ensure revenue targets are met while... .... The role requires a strong background in investment management and excellent communication skills...
- SEI in Oaks, Pennsylvania is seeking a Relationship Manager to join the Investment Manager Services Division. This role focuses on growing existing revenue and managing the overall client relationship. The ideal candidate will have at least 10 years of investment management...
- ...Job Title This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through... ...DE, WV, or PA. Essential Responsibilities Client Relationship Management & Strategy: Manage and...Contract workWork at officeRemote work
- iPipeline, located in Wayne, Pennsylvania, is seeking an Expert Customer Success Manager to manage high-value customer accounts. This office-based position requires strategic guidance to enhance customer success and involves cross-functional collaboration. The ideal candidate...Work at officeFlexible hours
$66.44k - $151.9k
...consumers to shoppers.The Strategic Account Manager is responsible for leading... ...opportunities and nurturing relationships to expand partnerships and... ...and marketing objectives.Client & Supplier EngagementServe... ...to influence supplier investment and drive growth through CMX...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hours2 days per weekCVS Health
Blue Bell, PA4 days ago- 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. The...Work at officeNight shift
$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local areaSlice Merchant Services
Phoenixville, PA1 day ago- West Pharmaceutical Services is seeking a Sr. Manager, Strategic Account Growth for their Exton, PA location. This pivotal role will... ...to lead sales growth strategies and foster critical relationships with clients. This position involves significant customer interaction...Contract work
- Goodwill Keystone Area seeks a Customer Service Manager in Phoenixville to enhance customer experiences and maximize sales through effective operations. The role involves overseeing merchandising, managing teams, and ensuring customer satisfaction. This position requires...
$50k - $55k
...performance Company parties Competitive salary Opportunity for advancement Paid time off Training & development Customer Experience Office Manager – Floor Coverings International (Montgomery County, PA) Location: 1512 W. Main Street, Collegeville, PA 19426 Job Type: Full-Time...Full timeWork at officeLocal areaFloor Coverings International
Collegeville, PA1 day ago$20 - $25 per hour
...Benefits: Competitive salary Paid time off Training & development Part TIme Customer Experience Office Manager – Flooring & Home Improvement Location: 270 Main Street, Ste 3, Port Washington, NY 11050 Employment Type: Part-Time with PTO (9:00AM-2:00PM or 8:00AM-1:00PM)...Part timeWork at officeLocal areaImmediate startFloor Coverings International
Collegeville, PA6 days ago- ...seeking a Director of Customer Success to lead a team of Customer Success Managers. This role involves driving customer adoption, expansion, and retention strategies across a portfolio of strategic customers. The ideal candidate will have a background in SaaS or complex...Flexible hours
$106.7k - $177.9k
...Overview: Provides portfolio management (trading) services across a... ...accounts (estimated at 300 Investment Policy’s and over 1 Billion... ...Trust’s best thinking with the client’s unique needs Primary... ...May work with more complex relationships that have multiple constraints...Full timeWork experience placementWork at officeLocal area$106.7k - $177.9k
...Overview: Provides portfolio management (trading) services across a... ...accounts (estimated at 300 Investment Policy’s and over 1 Billion... ...Trust’s best thinking with the client’s unique needs Primary... ...May work with more complex relationships that have multiple constraints...Full timeWork experience placementWork at officeLocal area- Join 181 SEI Global Services, Inc. as we redefine investment management for institutional clients. This position entails building client strategies and providing excellent service to help manage portfolios. Candidates should have a relevant 4-year degree and 3-5 years of...
- Goodwill Keystone in Chester County is seeking a Customer Service Manager to lead front-end operations, maximizing customer experience and sales. Responsibilities include hiring and developing staff, ensuring high service quality, and maintaining workplace safety. The ideal...Work at office
$80.64k - $107.66k
...Responsibilities and RequirementsThe Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients,... ...and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence...Immediate startRemote workFlexible hours- Andritz AG in Exton, PA, is seeking a Customer Relationship Manager. This role involves building and maintaining relationships with customers... ...strategies, monitor order statuses, and contribute to strategic sales planning. Qualified candidates should excel in understanding...Remote jobFlexible hours
$136k - $204k
...Sciences is seeking a talented Engagement Manager to join its Launch Excellence (LEx) team... ...and implementing strategies to help our clients maintain strong growth. Engagement... ...teams. With exposure to a wide variety of strategic business issues across commercialization...Full timeWork experience placementInterim roleWork at officeImmediate start$160k
...intellectually curious Engagement Manager to support Trinity’s... ...implementing strategies to help our clients maintain strong growth. ES... ...build and maintain client relationships at assigned accounts.... ...exposure to the variety of strategic business issues covered by the...Full timeInterim roleImmediate start- ...financial futures of their clients. At iPipeline, you’ll play... ...The Expert Customer Success Manager handles high-value or complex... ...customer accounts, providing strategic guidance and solutions to enhance... ...preserving the customer relationship. Qualifications Typically...Work at officeFlexible hours
- ...new colleague? We’re looking for a Client Development Manager. You’ll be a key player in driving... ...opportunities and nurturing existing relationships to expand our partnerships. You’ll be... ...opportunities. Develop and execute strategic sales plans to meet and exceed revenue...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Investment Client Relationship Manager. Be the first to apply!
