Client Experience Associate

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Feb 03, 2025
SEI's Advisor business is growing the Sales & Experience 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 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 Sales & Experience Team, and works directly with a dedicated senior Business Development professional and cross-functionally across the Sales, Marketing, Solutions 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 in the Registered Investment Adviser channel. 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: A minimum of 1 year 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 in 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 the 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, and a willingness to learn and be mentored. Ability to influence decision-making and tackle problems, thinking critically and collaboratively. Excellent written and verbal communications skills with a track record in buyer satisfaction. This position is SEI Headquarters-based in the Oaks, Pennsylvania Global Headquarters with limited travel. What we would like from you: Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information: www.seic.com 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 / affirmative action 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.