At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI’s Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families.
This position requires a highly organized individual who can balance many tasks and deliver high-quality work within deadlines. The Account Manager is responsible for delivering an exceptional client experience and operational support to Wealth Advisors and our clients. The role serves as the primary point of contact for client service needs, account administration, and operational processes, while coordinating advisory and investment-related processes with accuracy, professionalism, and discretion.
What you will do:
Be the initial point of contact for customer service for PWM clients and escalate as needed.
Build and maintain strong client relationships.
Assist in the implementation of a goals-based plan and supporting investments.
Provide management and oversight of client advisory projects.
Execute and oversee investment-related operational activities (i.e., client start-up, investment implementations and distributions).
Maintain and produce cash flow analyses for clients.
Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
Construct client materials as needed.
What we need from you:
Bachelor’s degree from an accredited college/university with a Finance/Accounting or business focus.
A minimum of 2 years’ experience in the industry preferred; new college graduates accepted.
Series 65 licensing or willingness to attain.
CFP® candidate preferred, but not required.
Ability to effectively explain complex concepts in understandable terms.
Detailed oriented, flexible, and self-motivated.
Excellent communication and presentation skills.
Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.
What we would like from you:
Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
High attention to detail, with strong organizational and analytical skills.
Ability to manage multiple priorities under tight deadlines.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass 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 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.