Relationship Manager

The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations and interest in alternative investment products on our Marketplace. The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products. The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations across our Marketplace. This role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class. The Investment Specialist will proactively work to develop their sales and relationship skills along with their alternative investment market knowledge and take them to the next level by partnering closely with sales, product and strategy leadership. What you will do Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors Develop relationships with advisors and fund managers Drive consultative sales of alternative investment allocations Schedule frequent communication and meetings with key advisor users and accounts Explain to advisors the benefits of alternative investments in client portfolios Communicate asset class positioning to achieve financial planning outcomes Follow up on indications of interest and incoming leads or questions Sustain a high level of communication, conduct discovery calls and gain commitments Enter all interactions in SalesForce and document pipeline of allocations Assist leadership with advisor education content and dissemination Collaborate with CIOs and Due Diligence Professionals about investment fund consideration Foster internal referrals from existing advisor relationship managers Become knowledgeable of SEI's brand and the Access Platform Perform other ad‑hoc duties as directed by the Managing Director and Director Success Metrics Number of transactions and volume of allocations across their territory via the Marketplace Advisor users on the Marketplace Introductions between advisors and fund managers Advisor satisfaction Qualifications 5+ years in sales, client success, relationship management or business development 3+ years in financial services, alternative investment sales, or financial analysis Series 7 and 63 licensed or ability to earn licensure quickly Knowledge of alternative investments CAIA, CFA, or CFP designation a plus Experience at a fintech, wealth tech, RIA, Broker‑Dealer or banking firm a plus Highly motivated, with a results‑driven, growth mindset and strong problem‑solving skills Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds Excellent probing and listening skills with a strong attention to detail Nimbleness: receptive to feedback and quick to implement Ability to work in a high growth environment where change is the norm Self‑starter, able to work independently and collaboratively Experience selling in a remote environment using web conferencing Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally SalesForce) Ability to embrace and contribute to a diverse and inclusive professional environment Strong desire to be part of something transformative Willingness to travel 20% Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well‑being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro‑rated for new hires which increases over time, paid parental leave, back‑up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. Equal Opportunity Employer 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