Lead and coordinate a firm-wide approach to strategic client management
o Implement institutional-grade client governance framework, including efficient and effective
meetings, KPIs and action trackers
o Measure and be accountable to client satisfaction goals
o Drive client service excellence efforts across the organisation
o Provide thought leadership to clients by staying current with market trends and competitor intel
Strategic account planning - create and present annual account plan to senior management that has
clear path to wallet share expansion
Represent the voice of the client to all internal SEI stakeholders and act as the trusted voice of SEI to the
client
Lead commercial discussions and profitability action plans
Point of escalation for clients and internal teams
Support sales in new business generation & deal closing efforts
Product solutions - feed the product pipeline and stay ahead of client needs to identify potential future
revenue streams to meet market needs
Third party relationship management to enhance SEI's brand awareness with strategic partners
Cultivate excellent working relationships with Operations Management
What you bring to the table:
At least 10 years' experience in Alternatives funds. Some experience in private markets is preferable
Have a strong knowledge of Alternative fund structures, various Fund domiciles and regulatory
Requirements
A track record in cross selling and wallet share expansion
Experience in Alternatives Operations is an advantage
Quality driven in everything you do - attention to detail and the highest level in oral, written
communication and presentation skills
Strong data management skills
A curious mindset and ability to execute change
Attributes we value:
Strong organisational and collaboration skills
Fluency in English Language (both verbal and written) essential
Energetic, accountable and driven
Positive 'can do' attitude with excellent problem-solving skills
Team player
Excellent interpersonal and client service skills
Ability to multi-task
Equal Opportunities
SEI is an Equal Opportunities Employer.
About SEI
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisers and ultra-high-net-worth families create and manage wealth.
SEI Investments (Europe) Ltd ("SIEL") is a wholly owned subsidiary of SEI and is authorised by the Financial Conduct Authority in the UK to provide certain regulated services.
SEI's competitive advantage:
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
Benefits
Vision insurance
Additional Information
SEI Investments is a leading global provider of asset management and investment technology solutions. The
company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families
create and manage wealth. SEI is a people focused organization which encourages and recognizes employee
development as being a critical component in the provision of excellent client service. An open, collaborative
and detail oriented environment underpins this business objective.
Position Description:
A Relationship Manager at SEI is responsible for growing SEI's business through client service excellence.
Our purpose is to implement and maintain a client experience that attracts and retains clients. You will join a
high performing, empowered team within a high growth area of SEI. The role is strategic in nature and requires
sophisticated skills to navigate the organisation internally in addition to building and maintain quality
relationships with clients and other external stakeholders. The candidate will be ambitious, driven, comfortable
being accountable to specific targets and have excellent communication skills - written, verbal and executive.
The candidate will be responsible for a portfolio of Alternative clients.
Seic · United Kingdom