Relationship Manager
3 days ago
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 that 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 Traditional 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:
- Manage the overall client relationship to maintain targeted revenue and profitability – establish a trusted and consultative relationship.
- Deepen and broaden strategic relationships within the client at the “C” suite level, executive buyers, and key influencers.
- Develop an intimate understanding of the client’s business, objectives, and competitors to better consult and provide solutions.
- Develop, design, and manage client account plans and annual account reviews.
- Provide strategic plans and conduct annual business planning processes with clients.
- Act as a consultant – Identify, present, and market innovative recommendations relating to: industry trends, product differentiation (product rollout, new classes, channels, etc.), new market opportunities, success stories, etc.
- Work with the team to continually define our service offering and manage client expectations. You will ensure referenceability of clients.
- Perform annual client account reviews.
- Develop forecasts for existing business using Client Business Plans and current client profitability.
- Identify, assess, and cross-sell solutions and services.
- Maximize product profitability.
- Contribute to the success of the market unit by identifying and participating in department-wide initiatives to improve effectiveness.
- Manage third-party relationships to enhance SEI’s Brand Awareness with strategic partners.
- Cultivate excellent working relationships with Operations Management.
- Serve as a point of escalation for clients & internal teams.
What you bring to the table:
- Bachelor’s Degree in Accounting, Finance, Economics, or related field (or equivalent experience).
- At least 10 years of investment management/operations experience.
- Strong knowledge of traditional fund structures including UCITS & ETFs.
- Strong data management skills/Project Management.
- A curious mindset and ability to execute change.
- Willingness to travel up to 50% of your time.
- A track record in cross-selling and wallet share expansion (desirable).
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.
- 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.
- Strong organizational and collaboration skills.
- Fluency in English (both verbal and written) is essential.
- Energetic, accountable, and driven.
- Positive ‘can do’ attitude with excellent problem-solving skills.
- Team player.
- Excellent interpersonal and client service skills.
- Ability to multi-task, prioritize work, and manage time to maximize efficiency and meet deadlines.
- Adaptable.
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.
SEI is an Equal Opportunity Employer and so much more…
We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy, and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme, and actively encourage work-life balance.
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