Account Manager

The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI's Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families. This position requires a highly organized individual who can balance many tasks and deliver high-quality work within deadlines. This role is based out of Seattle, WA. Key Responsibilities Be the initial point of contact for customer service for PWM clients and escalates as needed. Build and maintain strong client relationships. Assist in the implementation of a goals-based plan and supporting investments. Provide management and oversight of client advisory projects. Execute and oversee investment-related operational activities (e.g., client start-up, investment implementations and distributions). Maintain and produce cash flow analyses for clients. Work with Advice and Service team members to deliver cohesive goals-based advice to clients. Construct client materials as needed. Qualifications & Skills Bachelor's degree from an accredited college/university focused on Finance, Accounting or Business. Minimum of 2 years industry experience preferred; new college graduates accepted. Series 65 licensing or willingness to attain. CFP candidate preferred, but not required. Ability to effectively explain complex concepts in understandable terms. Detail-oriented, flexible, and self-motivated. Excellent communication and presentation skills. Strong proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint, Copilot) and a demonstrated track record of artificial-intelligence initiative. Desired Qualities Positive attitude and intellectual curiosity with initiative to improve processes and implement technology. High attention to detail, strong organizational and analytical skills. Ability to manage multiple priorities under tight deadlines. Will embody SEI values of courage, integrity, collaboration, inclusion, connection and fun. Benefits Base salary $60,000 – $80,000 per year. Eligible to earn a discretionary bonus each year. Comprehensive health care (medical, dental, vision, prescription, wellness, EAP, FSA). Life and disability insurance with premiums paid. 401(k) match. Education assistance (tuition reimbursement). Commuter benefits. Paid time off: up to 11 paid holidays per year, 21 days PTO per year beginning pro-rated for new hires. Paid parental leave. Back-up childcare arrangements. Paid volunteer days. Discounted stock purchase plan. Investment options. Access to thriving employee networks. Hybrid working environment for most roles. SEI is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr 401 SEI INVESTMENT SEATTLE COMPANY