Senior Relationship Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Actively engage with current client relationships to enhance engagement, growth, and satisfaction with SEI.

• Broaden penetration across SEI and increase share of wallet.

• Manage the territory by expanding and safeguarding high-value client relationships.

• Foster sustained revenue growth with clients in the independent broker/dealer channel.

• Enhance clients’ strategic commitment to SEI.

• Achieve and surpass territory growth objectives.

• Oversee the overall client experience encompassing business development, relationship management, account management, and advisor and firm experience.

• Report directly to the Managing Director of the West Region.

• Collaborate with a dedicated Account Executive and work cross-functionally with Marketing, Investment, Technology, and Service organizations.

⛳️ Requirements

• Advanced knowledge and experience in the advisor market.

• Familiarity with the independent broker/dealer channel.

• Proven ability to meet and exceed territory growth objectives.

• Background in overseeing business development, relationship management, account management, and advisor and firm experience.

• Capacity to utilize data for informed decision-making.

• Skill in identifying growth opportunities and addressing client needs.

• Must reside within the designated territory.

• Ability to manage strategic relationships throughout the West region of the U.S.

🏝️ Benefits

• Comprehensive physical and mental well-being care.

• Retirement plan.

• Tuition reimbursement.

• Support for working parents.

• Flexible Paid Time Off (PTO).

• Healthcare options including medical, dental, vision, prescription, wellness, EAP, and FSA.

• Life and disability insurance, with premiums covered for base coverage.

• 401(k) matching.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays annually.

• 21 days of PTO per year, pro-rated for new hires, increasing over time.

• Paid parental leave.

• Back-up childcare arrangements.

• Paid volunteer days.

• Discounted stock purchase plan.

• Investment options.

• Access to employee networks.