Relationship Manager
SEI, Oaks, PA, United States
The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations and interest in alternative investment products on our Marketplace. The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products. The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations across our Marketplace.
This role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class.
The Investment Specialist will proactively work to develop their sales and relationship skills along with their alternative investment market knowledge and take them to the next level by partnering closely with sales, product and strategy leadership.
What you will do:
Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors
Develop relationships with advisors and fund managers
Drive consultative sales of alternative investment allocations
Schedule frequent communication and meetings with key advisor users and accounts
Explain to advisors the benefits of alternative investments in client portfolios
Communicate asset class positioning to achieve financial planning outcomes
Follow up on indications of interest and incoming leads or questions
Sustain a high level of communication, conduct discovery calls and gain commitments
Enter all interactions in SalesForce and document pipeline of allocations
Assist leadership with advisor education content and dissemination
Collaborate with CIO's and Due Diligence Professionals about investment fund consideration
Foster internal referrals from existing advisor relationship managers
Become knowledgeable of SEI's brand and the Access Platform
Perform other ad-hoc duties as directed by the Managing Director and Director
Success Metrics
Number of transactions and volume of allocations across their territory via the Marketplace
Advisor users on the Marketplace
Introductions between advisors and fund managers
Advisor satisfaction
Qualifications
5+ years in sales, client success, relationship management or business development
3+ years in financial services, alternative investment sales, or financial analysis
Series 7 and 63 licensed or ability to earn licensure quickly
Knowledge of alternative investments
CAIA, CFA, or CFP designation a plus
Experience at a fintech, wealth tech, RIA, Broker-Dealer or banking firm a plus
Highly motivated, with a results-driven, growth mindset and strong problem-solving skills
Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds
Excellent probing and listening skills with a strong attention to detail
Nimbleness: receptive to feedback and quick to implement
Ability to work in a high growth environment where change is the norm
Self-starter, able to work independently and collaboratively
Experience selling in a remote environment using web conferencing
Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)
Ability to embrace and contribute to a diverse and inclusive professional environment
Strong desire to be part of something transformative
Willingness to travel 20%
SEI's Competitive Advantage To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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.
Equal Opportunity Statement SEI is an equal opportunity 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.
AI Acceptable Use in the application and interview process SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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This role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class.
The Investment Specialist will proactively work to develop their sales and relationship skills along with their alternative investment market knowledge and take them to the next level by partnering closely with sales, product and strategy leadership.
What you will do:
Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors
Develop relationships with advisors and fund managers
Drive consultative sales of alternative investment allocations
Schedule frequent communication and meetings with key advisor users and accounts
Explain to advisors the benefits of alternative investments in client portfolios
Communicate asset class positioning to achieve financial planning outcomes
Follow up on indications of interest and incoming leads or questions
Sustain a high level of communication, conduct discovery calls and gain commitments
Enter all interactions in SalesForce and document pipeline of allocations
Assist leadership with advisor education content and dissemination
Collaborate with CIO's and Due Diligence Professionals about investment fund consideration
Foster internal referrals from existing advisor relationship managers
Become knowledgeable of SEI's brand and the Access Platform
Perform other ad-hoc duties as directed by the Managing Director and Director
Success Metrics
Number of transactions and volume of allocations across their territory via the Marketplace
Advisor users on the Marketplace
Introductions between advisors and fund managers
Advisor satisfaction
Qualifications
5+ years in sales, client success, relationship management or business development
3+ years in financial services, alternative investment sales, or financial analysis
Series 7 and 63 licensed or ability to earn licensure quickly
Knowledge of alternative investments
CAIA, CFA, or CFP designation a plus
Experience at a fintech, wealth tech, RIA, Broker-Dealer or banking firm a plus
Highly motivated, with a results-driven, growth mindset and strong problem-solving skills
Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds
Excellent probing and listening skills with a strong attention to detail
Nimbleness: receptive to feedback and quick to implement
Ability to work in a high growth environment where change is the norm
Self-starter, able to work independently and collaboratively
Experience selling in a remote environment using web conferencing
Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)
Ability to embrace and contribute to a diverse and inclusive professional environment
Strong desire to be part of something transformative
Willingness to travel 20%
SEI's Competitive Advantage To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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.
Equal Opportunity Statement SEI is an equal opportunity 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.
AI Acceptable Use in the application and interview process SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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