Client Experience Associate at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Minimum of 2 years of experience in financial services client sales and service support, with direct experience in RIA channel sales strongly preferred
Bachelor’s degree in Business, Finance, Economics or a related field, or minimum of 2 years’ SEI experience in lieu of degree
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days
Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email
Outstanding time-management and organizational skills, plus a track record of exceeding expectations
Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, with a willingness to learn and be mentored
Ability to influence decision-making and tackle problems, thinking critically and collaboratively
Excellent written and verbal communication skills with a track record in buyer satisfaction
Based in SEI Headquarters in Oaks, Pennsylvania, with limited travel

Responsibilities

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 via online meetings, telephone, 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
Oversee the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory, contributing to territory growth goals

Skills

Key technologies and capabilities for this role

Client ManagementAccount ManagementBusiness DevelopmentRelationship ManagementSales DevelopmentClient OnboardingTerritory StrategyRIA Expertise

Questions & Answers

Common questions about this position

What is the location for this Client Experience Associate role?

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

What experience is required for this position?

A minimum of 2 years of experience in financial services client sales and service support is required, with direct experience in RIA channel sales strongly preferred. A Bachelor’s degree in Business, Finance, Economics or a related field is needed, or minimum of 2 years’ SEI experience in lieu of degree. Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days is also required.

What does the team structure look like for this role?

The 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.

What is the work environment like at SEI for this position?

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.

What makes a strong candidate for the Client Experience Associate role?

Strong candidates will have at least 2 years in financial services client sales and service, preferably in the RIA channel, hold or can quickly obtain Series 65/66 license, and possess a relevant degree or equivalent SEI experience.

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

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