SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people-focused organization which encourages and recognizes employee development as a critical component in the provision of excellent client service. An open, collaborative and detail-oriented environment underpins this business objective.
Whilst the parent company has its principal offices in the United States, the SEI Group comprises operating subsidiaries in the EU, UK, Cayman Islands and Canada. The SEI Group's operations in Ireland are carried out through three entities based in Dublin that conduct the Group's business of managing proprietary UCITS and AIF funds, as well as providing administration and depositary services to funds established by third party investment managers.
Position Description
A Relationship Manager at SEI is responsible for growing SEI's business through client service excellence. Our purpose is to implement and maintain a client experience that attracts and retains clients. You will join a high-performing, empowered team within a high-growth area of SEI. The role is strategic in nature and requires sophisticated skills to navigate the organisation internally in addition to building and maintaining quality relationships with clients and other external stakeholders. The candidate will be ambitious, driven, comfortable being accountable to specific targets and have excellent communication skills – written, verbal and executive. The candidate will be responsible for a portfolio of alternative clients.
What you'll do
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 annual account plan to senior management that has a 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
What you bring to the table
At least 10 years' experience in alternatives funds; some experience in private markets is preferable
Have a strong knowledge of alternative fund structures, various fund domiciles and regulatory requirements
A track record in cross-selling and wallet share expansion
Experience in alternatives operations is an advantage
Quality driven in everything you do – 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
Attributes we value
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, prioritise work and manage time to maximise efficiency and to meet deadlines
Adaptable
Benefits you can expect
Healthcare for yourself, your spouse and any dependents up to the age of 18 years. Pension scheme. Tax saver travel benefits. Bike to work scheme. On-site gym with fitness classes and 1:1 PT sessions. Club supplement. Education assistance. Competitive family & annual leave entitlements as well as 2 paid volunteer days per year. Life assurance. Annual employee share participation scheme. We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.
Equal Opportunity Employer
SEI is an equal opportunity employer and so much more. We recognise that our people are our most valuable asset and are literally invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth.
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.
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