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.
What you’ll do:
• 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
SEI is an Equal Opportunities Employer.
About SEISEI (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:
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
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…
After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
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.
