Senior Relationship Manager

🕒 il y a 1 mois

🏄 California – Distant

infoinfo

💵 $100 000 - $150 000 / an

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de SEI, pas via un site d'emploi

Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de SEI. Vérifiée il y a 6 heures.

Logo of SEI

SEI

1001 - 5000 employés

💸 Finance

💳 Fintech

🏢 Entreprise

Finance • Fintech • Enterprise

SEI est une entreprise qui fournit des solutions technologiques et d'investissement visant à connecter l'industrie des services financiers. Elle propose des services en traitement des investissements, opérations et gestion d'actifs, collaborant avec des entreprises pour stimuler la croissance financière et le changement. SEI s'engage également en faveur de la diversité, de l'équité et de l'inclusion, et recherche des talents dynamiques pour rejoindre ses équipes diversifiées. L'entreprise offre une gamme d'opportunités de carrière, y compris des postes en début de carrière et des postes de niveau débutant, dans ses opérations aux États-Unis, au Royaume-Uni et en Irlande.

Description

• Proactively engage existing client relationships to increase engagement, growth, and satisfaction with SEI • Increase penetration across SEI and broaden share of wallet • Manage the territory, including expanding and protecting high-value client relationships • Drive sustained revenue growth with clients in the independent broker/dealer channel • Elevate clients’ strategic commitment to SEI • Meet and exceed territory growth goals • Oversee the total client experience across business development, relationship management, account management, and advisor and firm experience • Report to the Managing Director of the West Region • Work with a dedicated Account Executive and cross-functionally with Marketing, Investment, Technology, and Service organizations

🎯 Exigences

• Experience and advanced knowledge of the advisor market • Experience in the independent broker/dealer channel • Ability to meet and exceed territory growth goals • Experience overseeing business development, relationship management, account management, and advisor and firm experience • Ability to use data to drive decisions • Ability to define growth opportunities and solve client needs • Must reside in the territory • Ability to cover strategic relationships across the West region of the U.S.

🏖️ Avantages

• Comprehensive physical and mental well-being care • Retirement plan • Tuition reimbursement • Support for working parents • Flexible Paid Time Off (PTO) • Healthcare: medical, dental, vision, prescription, wellness, EAP, and FSA • Life and disability insurance, with premiums paid for base coverage • 401(k) match • Education assistance • Commuter benefits • Up to 11 paid holidays per year • 21 days PTO per year, pro-rated for new hires, increasing over time • Paid parental leave • Back-up childcare arrangements • Paid volunteer days • Discounted stock purchase plan • Investment options • Access to employee networks

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infoinfo

🗣️🇺🇸🇬🇧 Anglais requis

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