Relationship Manager at SEI

Luxembourg, Luxembourg, Luxembourg

SEI Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, AlternativesIndustries

Requirements

  • At least 10 years’ experience in Alternatives funds (some experience in private markets preferable)
  • Strong knowledge of Alternative fund structures, various Fund domiciles and regulatory requirements
  • Track record in cross selling and wallet share expansion
  • Experience in Alternatives Operations is an advantage
  • 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, prioritize work and manage time to maximize efficiency and to meet deadlines
  • Adaptable
  • Quality driven – 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
  • Ambitious, driven, comfortable being accountable to specific targets and have excellent communication skills – written, verbal and executive

Responsibilities

  • Lead and coordinate a firm-wide approach to strategic client management
  • Implement institutional-grade client governance framework, including efficient and effective meetings, KPIs and action trackers
  • Measure and be accountable to client satisfaction goals
  • Drive client service excellence efforts across the organisation
  • Provide thought leadership to clients by staying current with market trends and competitor intel
  • Strategic account planning - create and present an 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
  • Responsible for a portfolio of Alternative clients

Skills

Key technologies and capabilities for this role

Client Relationship ManagementStrategic Account PlanningClient GovernanceKPIsAction TrackersMarket Trends AnalysisCompetitor IntelligenceCommercial NegotiationsProfitability AnalysisSales SupportThird Party ManagementExecutive Communication

Questions & Answers

Common questions about this position

What experience is required for the Relationship Manager role?

Candidates need at least 10 years’ experience in Alternatives funds, with some experience in private markets preferable, strong knowledge of Alternative fund structures, various Fund domiciles and regulatory requirements, and a track record in cross selling and wallet share expansion.

What key skills and attributes are valued for this position?

SEI values strong organisational and collaboration skills, fluency in English, energetic and accountable drive, a positive ‘can do’ attitude with excellent problem-solving skills, team player qualities, excellent interpersonal and client service skills, and the ability to multi-task and prioritize.

Is this role remote or office-based, and where can applicants be located?

The job description notes that SEI is open to applicants from London and Dublin, but specific details on remote or office requirements are not provided.

What is the team environment like for this role?

You will join a high performing, empowered team within a high growth area of SEI.

What makes a strong candidate for the Relationship Manager position?

A strong candidate is ambitious, driven, comfortable being accountable to specific targets, has excellent communication skills, a curious mindset, ability to execute change, and quality-driven attention to detail.

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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