Account Manager, Private Wealth Management

SEI Private Wealth Management (PWM) is a business unit of SEI that delivers an innovative and complete wealth management offering to individuals and families that have a net worth ranging between $15mm and $1bb. Solutions include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting and Score Carding.

The Advisor Team of the Private Wealth Management unit provides the Advice and delivery of Goals Based Wealth Management Solutions to support PWM’s value proposition, client

experience, and client process for clients and team members.

The team is looking for an individual to support, manage and maintain relationships of those clients between $15mm and $250mm. This individual will learn the SEI PWM Goals Based Wealth Management process (GBWMP) and serve as the primary day-to-day contact for clients.

What You Will Do

This position requires an individual focused on delivering excellent client service.

To be effective in this role, the individual will be organized, detail and process oriented and adept at working with team members to deliver a cohesive goals-based investment process.

Key Deliverables Of This Role Include The Following

Build and maintain strong client relationships. Be the Initial point of contact for customer service for PWM clients and escalated as needed. Assist in the implementation of a goals-based plan for each client. Provide management and oversight for client advisory projects. Execute and oversee investment related operational activities (i.e. client start-up, investment implementations and distributions). Maintain and produce cash flow analysis for clients. Work with advice and service team members to deliver cohesive goals-based advice to clients.

What We Need From You

A minimum of 2 years’

experience in the industryBachelor’s degree from an accredited college/university with a Finance/Accounting or business focusSeries 63 or 65 licensing or willingness to attain.

What We Would Like From You

Dedication to excellence in customer serviceAttention to detail and excellent organizational

skillsStrong analytical and interpersonal

skillsStrong problem solver and proven ability to think creatively and seek optimum solutionsCommunication and listening

skillsDemonstrated ability to work effectively in cross-functional teams in a fast paced environmentNaturally innovative, inquisitive, challenging and solution seekingSomeone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://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.