Account Manager

SEI Private Wealth Management (PWM) is a business unit of SEI that delivers an innovative and complete wealth management offering to individuals and families that have a net worth ranging between $5mm and $250 million. Solutions include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting and Score Carding.

The Advisor Team of the Private Wealth Management unit provides the Advice and delivery of Goals Based Wealth Management Solutions to support PWM's value proposition, client experience, and client process for clients and team members.

The team is looking for an individual to support, manage and maintain relationships of those clients between $15mm and $250mm. This individual will learn the SEI PWM Goals Based Wealth Management process (GBWMP) and serve as the primary day-to-day contact for clients.

What you'll do:

This position requires an individual focused on delivering excellent client service.

To be effective in this role, the individual will be organized, detail and process oriented and adept at working with team members to deliver a cohesive goals-based investment process.

Key deliverables of this role include the following:

• Build and maintain strong client relationships.
• Be the Initial point of contact for customer service for PWM clients and escalated as needed.
• Assist in the implementation of a goals-based plan for each client.
• Provide management and oversight for client advisory projects.
• Execute and oversee investment related operational activities (i.e. client start-up, investment implementations and distributions).
• Maintain and produce cash flow analysis for clients.
• Work with advice and service team members to deliver cohesive goals-based advice to clients.

What you bring to the table:

• A minimum of 2 years' experience in the industry
• Bachelor's degree from an accredited college/university with a Finance/Accounting or business focus
• Series 63 or 65 licensingor willingness to attain.

Attributes we value:

• Dedication to excellence in customer service
• Attention to detail and excellent organizational skills
• Strong analytical and interpersonal skills
• Strong problem solver and proven ability to think creatively and seek optimum solutions
• Communication and listening skills
• Demonstrated ability to work effectively in cross-functional teams in a fast paced environment
• Naturally innovative, inquisitive, challenging and solution seeking

After 50years 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 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 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.

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.