Wealth Management Associate Jobs in Pennsylvania

The North America Private Banking & Wealth Management (NA PB & WM) at SEI is growing rapidly and is seeking new members on our Relationship Management team. As a Relationship Manager, you are responsible for managing the overall relationship of the clients assigned to you. You are also responsible for growing the business/market share and revenue with existing clients.

What you will do:

• You will grow existing revenue.

• You will manage the overall client relationship to maintain targeted revenue and profitability – establish a trusted and consultative relationship.

• You will deepen and broaden strategic relationships within the client at the “C” suite level, executive buyers and key influencers.

• You will develop an intimate understanding of the client’s business, objectives, competitors to better consult and provide solutions.

• You will develop, design and manage client account plan and annual account reviews.

• You will provide strategic plan and conduct annual business planning process with clients.

• You will act as consultant – Identify, present, market innovative recommendations.

• You will work with team to continually define our offerings and manage client expectations.

• You will ensure referenceability of client, as evidenced through NPS.

• You will perform annual client account reviews.

• You will develop forecast for existing business using Client Business Plan and current client profitability.

• You will identify, assess and cross sell solutions and services.

• You will maximize the product profitability.

• You will contribute to the success of the market unit by identifying and participating in department wide initiatives to improve effectiveness

• You will foster relationship and support SEI team members and other teams involved in client relationship including Account Manager, Solutions, Operations, Marketing Director, and Client Services.

• You will leverage internal intellectual capital and share success stories.

You will expand industry knowledge and network.

What we need from you:

• Bachelor’s Degree in Finance, Economics, or related field (or equivalent experience).
• A minimum of 8 years of experience in client relationship management, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.

• Ability to connect with clients and establish trusted relationships.

• Positive, hard working, diligent attitude.

• Proven project management skills.

• The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality.

• Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls.

Willingness to travel up to 10% of your time.

What we would like from you:

• A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.

• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

• Positivity and genuine interest in assisting both colleagues and clients.

Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

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 .