Senior Relationship Manager

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $100k - $150k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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