Senior Client Services Specialist, Strategic Partnerships

The Investment Manager Services (IMS) Division at SEI is seeking an experienced Senior Client Services Specialist III to provide business oversight of key custody and other mission-critical financial-services relationships. This individual will serve as the vendor owner for assigned strategic partners, working across business teams to ensure strong service delivery, effective issue resolution, competitive commercial arrangements, and progress against strategic initiatives. The role will partner closely with Procurement, Third-Party Risk Management, Legal, and other internal stakeholders to ensure relationships are effectively managed from both a business and vendor-governance perspective.

What You Will Do:

Relationship Ownership & Governance

• Serve as vendor owner and primary business contact for assigned custodians and other strategic financial-services partners.

• Establish effective relationship governance, including regular service reviews, performance discussions, and strategic planning sessions.

• Maintain visibility into key contractual commitments, renewal dates, pricing arrangements, service levels, and relationship risks.

Performance & Issue Management

• Monitor provider performance and service levels, working with business and operations teams to identify and resolve service issues.

• Serve as a point of escalation for internal teams and coordinate resolution of significant or recurring issues with external partners.

Commercial Management

• Maintain and compare fee schedules across multiple custodians and providers, identifying pricing inconsistencies and opportunities to improve value.

• Support contract renewals and renegotiations, including the evaluation of pricing, service levels, business requirements, and contractual terms.

• Evaluate the overall value received from strategic partners relative to fees paid, services provided, and the importance of the relationship.

Strategic Initiatives & Cross-Functional Collaboration

• Partner with business teams and external providers to advance strategic initiatives and ensure commitments and deliverables remain on track.

• Coordinate with Procurement, Third-Party Risk Management, Legal, Compliance, and other stakeholders to meet internal vendor-management requirements.

What We Need From You (Minimum Qualifications):

Education & Experience

• Bachelor's degree or equivalent professional experience.

• 8+ years of financial-services experience, preferably in investment operations, investment products, asset management, fund services, custody, or a related field.

• Experience managing complex third-party or strategic business relationships.

Core Competencies

• Strong understanding of financial-services operations and the role of custody and other critical service providers.

• Experience reviewing fee schedules, contracts, service levels, and commercial arrangements.

• Strong analytical, negotiation, problem-solving, and relationship-management skills.

• Ability to effectively manage escalations and coordinate across multiple internal and external stakeholders.

• Strong written and verbal communication skills, including experience interacting with senior business leaders and external relationship executives.

What Success Looks Like:

The successful candidate will bring together relationship management, operational expertise, and commercial discipline to strengthen strategic partnerships, improve transparency around fees and service levels, resolve issues effectively, and ensure the organization receives appropriate value from its mission-critical providers.

SEI's Competitive Advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a comprehensive care for your physical and mental well-being, strong retirement plan, tuition reimbursement, hybrid working environment, support for working parents and Flexible Time Off (FTO) 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), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, paid parental leave, discounted stock purchase plan, and investment options.

We are a technology and asset management company delivering on our promise of building brave futures 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 Oaks, PA office encompasses 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'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, 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.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

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 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.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.