Senior Relationship Manager

SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of June 30, 2009, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $360 billion in mutual fund and pooled assets and manages $136 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide. For more information, visit www.seic.com.

Key Objectives of the Role:

• Maintain, develop and ensure maximum exposure for SEI within major accounts to ensure SEI is fulfilling client needs as effectively as possible whilst also generating new revenue in terms of assets under management for SEI.


• To contribute to the development of SEI on a strategic level in terms of development of relationships, solutions and process both internally and externally that relate to revenue generation within this key account.


• Contribute to the creation of the global strategy while owning and executing the strategy for global clients.

Key Responsibilities:

• Manage relationship with sales forces at both sales management and field level


• Determining account strategies for the Americas.


• Clearly and effectively present SEI solution to variety of audiences.


• Support the senior business development executives in identification of new prospects and clients.


• Attend networking and industry events (internal and external) in the pursuit of keeping up to date with market developments and developing networks within key clients. Sometimes this may involve representing SEI by presenting at these events.


• Liaise with other business units internally (product development, marketing, communications and relationship managers, etc) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remain leading edge.


• Evaluate and recommend process improvements to the relationships.


• Maintain working knowledge of market unit solutions and capabilities.


• Interpret the current investment environment and assess the impact that has had / will have on the SEI solution and the client.


• Train SEI clients on the full suite of our solutions.


• Create, manage and execute a sales plan.


• Any other ad-hoc duties/projects as required.

Essential Competencies/Personal Capabilities:

• Self Starter with drive and ambition.


• Entrepreneurial Flair.


• Outstanding communication and interpersonal skills.


• Keen interest in personal development and a willingness to want to help other people succeed and develop.


• Flexibility to be fluid with strategy.


• Willingness to input to strategy as well as undertake more mundane tasks if required.


• Highly ethical in approach to selling and relationship management.

  Essential Experience/Technical Capabilities:

• Strong investment background – ideally CFA qualified.


• Fluent Spanish speaking.


• Proven track record developing and managing key accounts within a financial services environment. Asset Management experience would be preferred.


• Proven executive relationship management capabilities.


• Strong understanding of the sales cycle and the ability to close a deal within a consultative sales process.


• Strong technical knowledge in relation to understanding the issues advisors may be facing in their business and how SEI can help alleviate those.


• The ability to interpret the current investment environment and the impact that has had / will have on the SEI solution.


• Strong presentation capabilities.