Strategic Investment Client Partner
181 SEI Global Services, Inc.
181 SEI Global Services, Inc. seeks an Account Manager to enhance client relationships within the Relationship Management and Client Service team. Ideal candidates will have at least a Bachelor's degree in a related field and 4+ years of investment management experience. Responsibilities include consulting clients on market trends and managing onboarding processes. The role involves strong teamwork and communication skills, and the company offers comprehensive benefits including healthcare, 401(k) match, and generous PTO. #J-18808-Ljbffr 181 SEI Global Services, Inc.
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Strategic Investment Client Partner in Oaks, PA vacancy
- 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...Suggested
- 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
$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 realization, retention, and growth. This role serves as a trusted advisor, combining human judgment with AI-driven insights...Suggested- Vertex is seeking a Principal Customer Success Account Manager to partner with strategic customers, ensuring maximum value from their tax solutions. This role requires extensive technical expertise and strong communication skills to align customer goals with Vertex's strategies...Suggested
$88.54k - $281.84k
...business opportunities. This role specializes on developing strategic client relationships, driving revenue growth, and positioning enterprise... ...with solution architects, delivery leaders, marketing, and partner teams to shape compelling offerings Review commercial terms,...SuggestedFull timeContract workWork at officeLocal area$175k - $200k
...Manager to serve as the primary strategic owner of several of our most... ...a trusted, well‑positioned partner across complex organizations.... ...accounts, aligning Hartford Funds’ investment capabilities with partner... ..., disciplined, and client‑centric approach that aligns...Temporary workHome office- 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...
- ...Relationship Manager to oversee and enhance relationships with assigned clients. You will ensure revenue targets are met while delivering exceptional service. The role requires a strong background in investment management and excellent communication skills. The ideal...
- 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...
- ...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...Work at officeNight shift
Personal Health Care
Phoenixville, PA3 days ago - ...Senior Client Manager At Blue Cross Blue Shield Global Solutions SM (BCBS Global Solutions... ...as the primary point of contact for key strategic clients, delivering exceptional service,... .... Work with Operational and Company partners to develop infrastructure necessary to...Work at officeFlexible hours
Worldwide Insurance Services LLC
King of Prussia, PA2 days ago - ...passionate, take ownership and always do what’s right for our clients, people and communities. Why Colliers? Our enterprising environment... ...loves using your skill to see the bigger picture and advance strategic goals. You are driven and eager to work with your team to see...Full timeWork at officeLocal areaVisa sponsorshipWork visa
Colliers
Conshohocken, PA3 days ago - ...At Citizens, our mission is to help clients, colleagues, and communities reach their... ...collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified... ...introductions. Grow net deposits, investments, and lending balances by executing comprehensive...Local area
Citizens Financial Group, Inc.
Norristown, PA4 days ago $114.5k - $148.8k
Job Description: The Principal Customer Success Account Manager (CSAM) partners directly with strategic customers to ensure maximum value from Vertex tax solutions. Acting as an extension of the customer’s tax and technical teams, this role provides senior‑level technical...Minimum wageLocal area- ...through promotional products? Do you thrive on building lasting client relationships while delivering creative solutions? If so,... ..., we’re more than a promotional products company—we’re a strategic branding partner that helps clients create unforgettable experiences. We...Full timeWork at officeRemote work
$66.44k - $151.9k
...shoppers. Role Overview The Strategic Account Manager is responsible... ...ideal candidate is a proactive partner with deep expertise in media... ...and marketing objectives. Client & Supplier Engagement Serve as... ...ability to influence supplier investment and drive growth through CMX...Full timeTemporary workWork at officeLocal areaFlexible hours2 days per weekHispanic Alliance for Career Enhancement
Blue Bell, PA2 days ago- West Pharmaceutical Services is seeking a Sr. Manager, Strategic Account Growth for their Exton, PA location. This pivotal role will focus... ...sales growth strategies and foster critical relationships with clients. This position involves significant customer interaction and...Contract work
- Personal Health Care in Phoenixville, PA, is seeking a dedicated Client Services Manager to join their team. This role involves managing relationships with clients and employees to promote trust and satisfaction. The ideal candidate should have a Bachelor's degree and...
- SEI is seeking an Investment Specialist to focus on advisor acquisition and allocate alternative investment products. This position involves researching alternatives, developing key advisor relationships, and driving consultative sales. Your success will be measured by...
- 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...
- ...Are you our new colleague? We’re looking for a Client Development Manager. You’ll be a key player in driving growth and building lasting... ...and identify cross‑selling opportunities. Develop and execute strategic sales plans to meet and exceed revenue and gross margin targets...
Randstad North America
Wayne, PA1 day ago - 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... ...relationship. You will deepen and broaden strategic relationships within the client at the "...Flexible hours
- About the Role The Investment Manager Services Division (IMS) at SEI is expanding its Relationship Management and Client Service team. As a Relationship Manager, you will be responsible... ...relationship. Deepen and broaden strategic relationships at the C‑suite level, executive...Flexible hours
- ...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 enterprise environments, strong leadership skills, and...Flexible hours
- ...identify sales opportunities and ensure satisfaction. You will develop pricing strategies, monitor order statuses, and contribute to strategic sales planning. Qualified candidates should excel in understanding customer needs, problem resolution, and interdepartmental...Remote jobFlexible hours
- Client Development Manager - B2B Staffing Sales Are you a top-performing B2B sales professional with a passion for new business development... ...within an assigned territory. Developing and executing strategic sales plans to exceed revenue and gross margin targets. Cultivating...Hourly payWork experience placementLocal areaFlexible hours
- Personal Health Care Inc. is seeking a dedicated Client Services Manager to manage client relationships at their Phoenixville location. Ideal candidates will have a Bachelor's degree, strong customer service experience, and a background in sales. This role includes responsibilities...
$50k - $55k
A flooring business in Collegeville, PA, is seeking a Customer Experience Office Manager to oversee customer communications, manage scheduling, and support marketing initiatives. The ideal candidate will have at least 2 years of experience in an administrative role, strong...Full timeWork at office$50k - $55k
Benefits Bonus based on 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...Full timeWork at officeLocal area$90k
Meriplex is seeking a sales professional to manage client relationships and drive customer success. Responsibilities include overseeing... ..., conducting training, and increasing product adoption through strategic solutions. Candidates should have over 7 years of B2B sales...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Investment Client Partner. Be the first to apply!
