Account Manager

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will develop, maintain and expand the client relationships with existing clients serving as the primary point of contact for the daily activities and initiatives of your clients. What you will do Enhance the client relationship by building deeper and broader relationships within your client base and developing an intimate understanding of your clients’ business and objectives. Utilize industry and SEI Solutions knowledge to consult with clients and present innovative recommendations relating to industry trends, product differentiation, new market opportunities, success stories and more. Manage client and internal expectations while identifying, resolving and/or escalating critical issues. You will be a strong advocate for your clients internally and a strong advocate for SEI externally. Engage with internal teams to find creative ways to continually define our service offering and contribute to the success of the market unit by identifying and participating in department‑wide initiatives to improve effectiveness. Lead the onboarding of new clients and manage key client projects (prioritize projects, identify new projects to be initiated, gather resources, monitor milestones, perform business analysis, document, etc.). These projects include the opening and closing of funds and share classes, coordinating fund mergers, asset pool conversions and external service provider changes. It is critical that you ensure that standardized processes are created and used to manage routine activities. Assist with helping IMS meet its business objectives by helping ensure client relationships maintain revenue and profitability goals. This requires your active involvement in helping identify cross‑selling opportunities and supporting the recontract and RFP processes. Grow your career through attending and participating in various IMS and corporate professional development sessions, partnering with a diverse team. What we need from you Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience). 4+ years investment management/operational experience (Traditional or Alternative). Strong team building skills. Excellent client‑service skills built around the SEI Client Experience Principles. Proven project‑management skills. Self‑motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality. Strong written and verbal communication skills; you will primarily support your clients through email and/or phone calls. Willingness to travel up to 10% of your time. What we would like from you A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry. Collaboration with internal and external stakeholders, flexibility to change with client needs. Positivity and genuine interest in assisting both colleagues and clients. Curiosity and critical thinking to identify and implement efficient solutions. A person who embodies SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Benefits Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, tuition reimbursement, commuter benefits, 11 paid holidays per year, 21+ days paid time off per year pro‑rated, 15 days paid parental leave, discounted stock purchase plan, and investment options. SEI is an equal opportunity / affirmative action 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 SEI Investments Company