Relationship Manager
On-siteOaks, Pennsylvania, United States
Job Summary
Lead business development, client relationship, and territory management for existing advisor-client firms in the independent broker/dealer channel. Proactively engage advisor-client relationships to increase engagement and satisfaction through ongoing training, investment strategy design, and consultative consulting. Execute SEI's sales processes to unlock the full suite-of-solutions, driving share-of-wallet growth, winning new accounts, and retaining assets. Build strong relationships with internal and external stakeholders to shape complex sales growth plans and master the curation of the SEI Asset Management offering. Generate new interest and prospective client leads to contribute to inorganic, new client growth. This role reports to the Managing Director of the West Region, works cross-functionally across Marketing, Investment, Technology, and Service, and may be territory-based in the West Region or SEI Headquarters with up to 25% travel potential.
Required Qualifications
- Minimum of 3 years of experience in financial services client sales and service support
- Bachelor's degree in Business, Finance, Economics or in a related field
- Current NASAA Series 65 or Series 66 license to qualify as an investment advisor representative (IAR), or ability to obtain within 90 days
- Strong knowledge of advisor custody and technology platforms
- Direct experience in influencing business owners in the independent broker/dealer channel
- Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email
- Ability to influence decision-making at the highest levels of an organization
- Established background in consultative sales
- Exceptional time-management and organizational skills
- Track record of exceeding goals
- Excellent communicator (in both the written and verbal form), both proactively and reactively
- Track record in client relationship management and buyer satisfaction
- Self-starter and an influencer
- Track record of both working independently and within a team
- Working collaboratively with a day-to-day partner
- Territory management
- Up to 25% travel potential
Desired Qualifications
- Direct experience in independent broker/dealer channel sales
- Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®
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