Client Experience Associate

Client Experience Associate

SEI's Wealth Advisor business is growing the Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Client Experience Associate to join the team.

This professional will directly partner with a senior Business Development professional and focus efforts on driving engagement and sales development with SEI's evolving suite-of-solutions and services across the Registered Investment Adviser (RIA) channel of SEI's Wealth Advisor business. The role is responsible for, to varying degrees, acquisition / onboarding / activation of new client relationships, continued development and increasing share-of-wallet of existing client relationships, client retention, and service and operational experiences to drive continued growth.

This is an excellent opportunity for a growth-minded professional seeking a fast-paced and diverse work environment, who is passionate about problem-solving, leading change and learning through direct experience and coaching.

This role reports to the Managing Director of the RIA Channel and works directly with a dedicated senior Business Development professional and cross-functionally across the Sales, Marketing, Product and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory.

This role is SEI Headquarters-based in the Oaks, Pennsylvania Global Headquarters.

What You Will Do :

• Serve as the primary internal point-of-contact for both new and current firms, leading client and account management for SEC-registered RIA firms, in the RIA channel of SEI's Wealth Advisor Business.
• Work in coordination with partner senior Business Development professional to drive territory strategy planning.
• Proactively engage clients and prospective-clients, led by online-meetings, telephone and email, and virtual presentations, to drive sales agendas and support advisor-client's full engagement health.
• Influence the development and activation of advisor- and firm-client relationships at all stages in the buying journey.
• Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.
• Through mastery of SEI's suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions.

What We Need From You :

What We Would Like From You :

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.

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.