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Account Manager, Separately Managed Accounts (SMA)
United States, Pennsylvania, Oaks
|July 03, 2022|
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Separately Managed Accounts team. Our primary goal is to provide middle and back office solutions to investment managers. As an Account Manager, you are the primary point of contact between our clients and the face of SEI's middle/back office operational teams.
What you'll do:
Your communication skills will be used on a daily basis by interaction with clients and technology vendors to manage client ad-hoc requests, projects and process updates. You will be required to work in a fast pace environment and meet daily deadlines; excellent communication and computer skills.
As the clients main point of contact you will be responsible for working with them to determine best practices and how they can efficient grow their business through new sponsor program distribution, requested enhancements, and technical/process issue resolution.
As the Account Manager, you will be involved in the coordination and support of various client issue lists, weekly/monthly/quarterly status calls, quarterly SLA reports and various internal/external client specific projects.
You will also be responsible for the coordination of regular on-site client meetings. This may or may not include producing meeting agenda/materials, conference room bookings, transportation and lodging. You would also be required to travel when needed or requested by client.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients. We see your role as a partnership to our business and want to recognize your contributions.
What you bring to the table:
BA / BS in Finance, Accounting, Mathematics, Economics, or equivalent work experience.
Minimum 2 years of relevant experience required.
Strong knowledge of financial, investment industry, Fiserv APL and separately managed accounts.
The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Attributes we value:
A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
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.
SEI is an Equal Opportunity Employer and so much more...
For over 50 years, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued success. At SEI, we're invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance, and access to thriving employee networks.
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.