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Institutional US Client Service Director

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
October 01, 2022

SEI's Institutional Unit is an innovative, aggressive, high growth business whose mission is to provide clients with comprehensive business solutions combining investment management and strategic advice. SEI's solution is an outsourcing program provided to institutional investors including: corporations, endowments/foundations, hospitals, unions and government entities. The group is action oriented and maintains a "do-it-yourself" mentality at all levels.

What you'll do:

  • Partner with Senior Client Portfolio Managers to develop, implement and enhance client level strategy.
  • Strategize with Client Portfolio Managers on revenue retention and growth with responsibility for numerous relationships across the Defined Benefit, Defined Contribution, Healthcare, or Endowment and Foundation markets.
  • Serve as client advocate with internal business units such as SEI Private Trust Company (SPTC), Investment Management Unit, Compliance, Legal, Billing and Performance Reporting. Manage and direct these resources to help achieve client focused goals.
  • Collaborate with SEI Private Trust Company (SPTC) for directing client activity, including rebalancing and manual trading; implementing asset allocation and fee changes, monitoring custom client "glide paths" and coordinating corporate, plan and regulatory audits.
  • Work with SEI's legal department on contract amendments, restatements and custom Investment Policy Statements (IPS).
  • Assist in preparing customized, legally compliant presentations for quarterly client meetings based on portfolio strategy, current market environment and client level strategy. Review performance and custodial/trust reporting as part of ongoing account oversight.
  • Serve as day-to-day point of contact for all inbound and outbound client communications, including providing market and investment updates, new product roll-outs, and legislative / regulatory updates
  • Assess, analyze, monitor and ensure timely completion of all requests made by client, client's consultants and auditors.
  • Perform research for client specific requests.
  • Ensure client documentation and correspondence are current and maintained on appropriate systems.

What you bring to the table:

Relationship, interpersonal and communication skills are an absolute priority for this position. Therefore, client relationship management and/or sales experience are highly desirable. Knowledge of investments and experience with institutional clients is a definite advantage. Accounting, middle or back office experience is also an advantage.

  • A minimum of 5-7 years of investment industry experience
  • Client Service Directors are registered representatives and will be required to obtain their Series 7 and 63 licenses once beginning the role.
  • Written communication capabilities translating sophisticated investment concepts and performance attribution into specific client ready materials.
  • Efficient in Microsoft Excel, PowerPoint and Word
  • This position will be based at either our office in Chicago, IL or Oaks, PA. Limited travel will be required.
  • Must be willing to work effectively independently, as well as in a team, in an open floor environment, on a hybrid (3 day in-office/2 days remote) work schedule.

Attributes we value:

The successful candidate will be a self-motivated, relationship-driven individual with:

  • Exceptional communication skills and the ability to manage and coordinate multiple tasks to exceed client expectations.
  • Proven creativity and problem-solving ability
  • Natural aptitude for recognizing and contributing to team, group and corporate goals in all situations and interactions.
  • Detail orientation, strong technical acumen and good analytical skills
  • Must have a strong work ethic with the ability to manage multiple tasks simultaneously

What you can expect from us:

We are a technology and asset management company delivering on our promise of building brave futuresSM-for our clients, our communities, and ourselves. Whether you're in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.

Without people, it's just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfillment.

And inclusion isn't just a buzz word for us-it's at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It's the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients' most complex challenges.

Six core values are the foundation of SEI's culture. Care for our clients, communities, investors, and each other drives our commitment to these values.

  • Courage:We think and act like owners, embracing risk to drive growth for our clients and company.
  • Integrity:We do what we say and act with transparency (because it's the right thing to do).
  • Collaboration:We work with each other, our clients, partners, and communities to solve problems that matter.
  • Inclusion:We nurture an environment of respect and belonging where people are empowered to be themselves.
  • Connection:We build lasting relationships through which we learn, grow, and succeed.
  • We haveFun.

Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, 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 offices encompass 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 growth. At SEI, we're (literally) 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.