Relationship Manager at SEI

Luxembourg, Luxembourg, Luxembourg

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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

Client Relationship Management

Strategic Account Planning

Client Governance

KPIs

Action Trackers

Market Trends Analysis

Competitor Intelligence

Commercial Negotiations

Profitability Analysis

Sales Support

Third Party Management

Executive Communication

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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