Relationship Manager

SEI Investments is a leading global provider of asset management and investment technology solutions.  The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.

Whilst the parent company has its principal offices in the United States, the SEI Group comprises operating subsidiaries in the EU, UK, Cayman Islands and Canada. The SEI Group’s operations in Ireland are carried out through three entities based in Dublin that conduct the Group’s business of managing proprietary UCITS and AIF funds, as well as providing administration and depositary services to funds established by third party investment managers. 

Position Description:

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 an exceptional client experience to our clients. As a Relationship Manager, you are responsible for managing the overall relationship of the clients assigned to you. You are also responsible for growing the business/market share and revenue with existing clients.

What you’ll do:

• You will grow existing revenue.

• You will manage the overall client relationship to maintain targeted revenue and profitability – establish a trusted and consultative relationship.

• You will deepen and broaden strategic relationships within the client at the “C” suite level, executive buyers and key influencers.

• You will develop an intimate understanding of the client’s business, objectives, and competitors to better consult and provide solutions.

• You will develop, design and manage client account plan and annual account reviews.

• You will provide strategic planning and conduct annual business planning process with clients.

• You will act as consultant – Identify, present, market innovative recommendations relating to industry trends, product differentiation (product rollout, new classes, channels, etc.), new market opportunities, success stories, etc.).

• You will work with team to continually define our service offering and manage client expectations.

• You will ensure referenceability of client, as evidenced through NPS.

• You will perform annual client account reviews.

• You will develop forecast for existing business using Client Business Plan and current client profitability.

• You will identify, assess and cross sell solutions and services.

• You will maximize product profitability.

• You will contribute to the success of the market unit by identifying and participating in department-wide initiatives to improve effectiveness

• You will foster relationship and support SEI team members and other teams involved in client relationship including Account Manager, Solutions, Operations, Marketing Director, and Wholesaler (as applicable).

• You will develop Relationships within other SEI Solutions Groups.

• You will leverage internal intellectual capital and share success stories.

• You will expand industry knowledge and network.

What you bring to the table:

• Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).

• Minimum 10 years investment management/operations experience (preferably in Alternatives).

• Excellent Client Service skills built around the SEI Client Experience Principles.

• Ability to connect with clients and establish trusted relationships.

• Positive, diligent attitude.

• Proven project management skills.

• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.

• Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls.

• Willingness to travel.

Attributes we value:

• A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.

• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.  

• Positivity and genuine interest in assisting both colleagues and clients.

• Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. 

Benefits you can expect:

Healthcare for yourself, your spouse and any dependents up to the age of 18 years. Pension Scheme. Tax Saver Travel Benefits. Bike to Work Scheme. On-site Gym with Fitness Classes and 1:1 PT Sessions. Club Supplement. Education Assistance. Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year. Life Assurance. Annual Employee Share Participation Scheme.

We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours. This role is based in the office a minimum of 3 days per week and will involve occasional travel

SEI is an Equal Opportunity Employer and so much more…