Advisor Relationships Manager - Alternative Investments
SEI Investments Company
A prominent investment firm located in Oaks, Pennsylvania is seeking an Investment Specialist to support advisor acquisition and drive allocations in alternative investment products. This role involves developing relationships with advisors and fund managers while educating them on the benefits and risks of alternative investments. The ideal candidate will have substantial sales experience, strong relationship management skills, and be capable of working independently in a fast-paced environment. A Series 7 and 63 license is required, with additional financial designations being a plus. #J-18808-Ljbffr SEI Investments Company
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Relationship Management and Client Service team. Our primary goal is to provide... ...operations experience (preferably in Alternatives). Excellent Client Service skills...SuggestedFlexible hours
- SEI Investments Company in Oaks, Pennsylvania, is seeking an Account Manager to enhance client relationships and provide exceptional service. The role requires a Bachelor's Degree in a related field and 4+ years of investment management experience. You'll manage client...Suggested
- ...T he Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting... .... * You will support the new business development and relationship teams for prospect calls, client visits and presentations....SuggestedWork at officeFlexible hours
- About the Role The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members for our Investment Fund... ...action, and support the new business development and relationship teams for prospect calls, client visits and presentations....SuggestedWork at officeFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting... ...action. You will support the new business development and relationship teams for prospect calls, client visits and presentations....SuggestedWork at officeFlexible hours
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting... ...disciplinary action. Support new business development and relationship teams for prospect calls, client visits and presentations....Work at office
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients’ assigned hedge...Work experience placementFlexible hours
- ...Job Description The Investment Manager Services Division (IMS) at SEI is rapidly growing and seeking members for its Alternative Investment Funds accounting team. The role involves providing exceptional accounting and administration services for clients’ hedge and private...Work experience placement
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients' assigned hedge...Work experience placementInternshipFlexible hours
- ...Fund Accountant Opportunity The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. Our primary goal is to provide exceptional accounting and administration servicing for...Work experience placementInternshipFlexible hours
- A leading investment management firm is seeking a Fund Accountant to join their growing Alternative Investment Funds accounting team. This role requires strong accounting skills and effective communication with clients regarding fund transactions. The ideal candidate will...
- Job Overview The Investment Manager Services Division (IMS) at SEI is expanding its Alternative Investment Funds accounting team. This role involves providing accounting and administrative services for hedge and private equity funds, acting as the intermediary between...Work experience placementInternshipFlexible hours
- 181 SEI Global Services, Inc. is seeking an Investment Manager to join their Alternative Investment Funds accounting team. This position includes maintaining records for hedge and private equity holdings, preparing accurate accounting reports, and ensuring quality service...
- A financial services firm in Pennsylvania is looking for a Fund Accountant to join its Alternative Investment Funds accounting team. This role involves maintaining records and performing reconciliations for assigned hedge and private equity funds. Candidates should have...
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned...Work experience placementInternshipFlexible hours
$104.86k - $162.41k
...Opportunity: As a Portfolio Manager, Custom Indexing, you will... ...explain those concepts to advisors and their clients in a... ...Develop and maintain strong relationships with internal sales professionals... ...materials Work closely with investment professionals to develop and...Work at office3 days per week- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. The primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned...Permanent employmentWork experience placementInternship
- ...Franklin Precision Castings is a specialty investment casting foundry producing precision... ...markets. We are seeking a General Manager to lead the full strategic, commercial... ...profitability, operational execution, customer relationships, quality performance, safety, and...Full timeContract work
- ...Job Title Provides relationship management support to Line of Business (SBA Lending) in monitoring and servicing an existing portfolio of... ...completing the application process, or would like to request alternative methods of applying, please contact us at ****@*****.***...Work at office
- 181 SEI Global Services, Inc. is seeking a Relationship Manager to oversee and enhance relationships with assigned clients. You will ensure... ...exceptional service. The role requires a strong background in investment management and excellent communication skills. The ideal...
- SEI is seeking a Relationship Manager in Oaks, Pennsylvania to provide exceptional client experience and manage overall client relationships... ...requires a Bachelor's Degree and a minimum of 10 years in investment management. Responsibilities include deepening relationships...
- ...join our team as a Director within the Alternative Investment Services (AIS) team supporting the... ...you oversee operational and portfolio management support for multi-asset funds, separately... ...controls and develop client relationships. This is an Advanced Specialist position...Full timeContract work
- A financial services firm in Pennsylvania is seeking a Fund Accountant Manager to oversee accounting operations and lead a team for various fund clients. The ideal candidate has at least 5 years of experience in fund services and 2 years in management. Responsibilities...
- 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 this role, you will oversee critical accounting operations, ensuring accurate reporting while managing a team dedicated to client satisfaction...
- SEI Investments Company in Oaks, Pennsylvania, is seeking a Fund Accountant Manager to lead the Investment Fund Services accounting team. You will oversee the accounting operations and ensure exceptional administration service for various clients’ funds. The ideal candidate...
- A leading investment services provider in Pennsylvania seeks a Legal Services Manager to oversee compliance and legal matters related to investment products. The role involves managing board meetings, drafting legal documents, and ensuring regulatory compliance. Candidates...Flexible hours
- ...services firm in Pennsylvania is seeking a Fund Accountant to manage hedge and private equity fund accounting. Key responsibilities... ...coordinating year-end audits per GAAP standards, and engaging with investment managers on fund inquiries. Ideal candidates should have a BA...
- A leading investment firm in Pennsylvania is looking for a Fund Accountant to manage hedge and private equity funds. The candidate will need strong accounting skills, excellent customer service, and effective communication abilities. Responsibilities include maintaining...Internship
- ...The Investment Specialist will be a key member of the... ...Access Team, focusing on advisor acquisition,... ...allocations and interest in alternative investment products... ...Specialist will assist the Managing Director and Sales... ...for the ongoing relationship with those advisors leading...Remote workFlexible hours
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