The Asset Management organization has an immediate opening for an Account Manager to play a central role in the growth of SEI’s Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families.
This position requires a highly organized individual who can balance many tasks and deliver high-quality work within deadlines. The Account Manager is responsible for delivering an exceptional client experience and operational support to Wealth Advisors and our clients. The role serves as the primary point of contact for client service needs, account administration, and operational processes, while coordinating advisory and investment-related processes with accuracy, professionalism, and discretion.
This role is based out of our Seattle, WA location.
What you will do:
Be the initial point of contact for customer service for PWM clients and escalate as needed.
Build and maintain strong client relationships.
Assist in the implementation of a goals-based plan and supporting investments.
Provide management and oversight of client advisory projects.
Execute and oversee investment-related operational activities (i.e., client start-up, investment implementations and distributions).
Maintain and produce cash flow analyses for clients.
Work with Advice and Service team members to deliver cohesive goals-based advice to clients.
Construct client materials as needed.
What we need from you:
Bachelor’s degree from an accredited college/university with a Finance/Accounting or business focus.
A minimum of 2 years’ experience in the industry preferred; new college graduates accepted.
Series 65 licensing or willingness to attain.
CFP® candidate preferred, but not required.
Ability to effectively explain complex concepts in understandable terms.
Detailed oriented, flexible, and self-motivated.
Excellent communication and presentation skills.
Strong proficiency in Microsoft suite (Outlook, Excel, Word, PowerPoint, Copilot), with a demonstrated track record of artificial intelligence initiative.
What we would like from you:
Positive attitude and intellectual curiosity, with initiative to improve processes and implement technology.
High attention to detail, with strong organizational and analytical skills.
Ability to manage multiple priorities under tight deadlines.
Someone 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/
The base salary pay for this role is $60,000 - $80,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
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 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.
Skills Required
- Bachelor's degree in Finance, Accounting or Business
- Minimum of 2 years' experience in the industry preferred
- Series 65 licensing or willingness to attain
- CFP® candidate preferred
- Excellent communication and presentation skills
- Strong proficiency in Microsoft Office Suite
What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
