Senior Relationship Manager - Alternatives

Posted 3 Days Ago
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London, England, GBR
In-Office
Senior level
Financial Services
The Role
Lead strategic client management for a portfolio of Alternatives clients, drive client satisfaction and wallet-share expansion, coordinate firm-wide service governance, support sales and product pipeline, manage third-party and operations relationships, and act as escalation point for commercial and client service issues.
Summary Generated by Built In

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 being a critical component in the provision of excellent client service. An open, collaborative 
and detail oriented environment underpins this business objective.
 

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 maintain 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 
o Implement institutional-grade client governance framework, including efficient and effective 
meetings, KPIs and action trackers 
o Measure and be accountable to client satisfaction goals 
o Drive client service excellence efforts across the organisation 
o 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 
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

Equal Opportunities

SEI is an Equal Opportunities Employer.

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisers and ultra-high-net-worth families create and manage wealth.

SEI Investments (Europe) Ltd (“SIEL”) is a wholly owned subsidiary of SEI and is authorised by the Financial Conduct Authority in the UK to provide certain regulated services.

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.


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, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. 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. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.


SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).

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

  • At least 10 years' experience in Alternatives funds
  • Some experience in private markets
  • Strong knowledge of alternative fund structures, fund domiciles, and regulatory requirements
  • Track record in cross-selling and wallet share expansion
  • Experience in Alternatives Operations
  • Strong data management skills
  • High attention to detail and excellent oral, written, and presentation skills
  • Fluency in English (verbal and written)
  • Ability to lead strategic account planning, client governance frameworks, and KPI tracking
  • Experience managing third-party relationships and collaborating with operations management
  • Ability to support sales in new business generation and deal closing
  • Strong organisational, collaboration, and problem-solving skills; energetic and driven

SEI Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SEI and has not been reviewed or approved by SEI.

  • Healthcare Strength Comprehensive medical coverage, FSAs, disability and life insurance, and wellness incentives are part of the package. Recognition for workplace mental health and on‑site wellness options further bolster perceived healthcare depth.
  • Leave & Time Off Breadth PTO is characterized as generous, with indications of ample time away and flexibility. Specific accruals and usage vary by team, so confirming details in offers is encouraged.
  • Retirement Support A 401(k) plan, an employee stock purchase plan, and an employee investment program are available, with plan features including early eligibility and automatic enrollment. Recent plan terms have included a safe‑harbor employer match with immediate vesting.

SEI Insights

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The Company
HQ: Oaks, PA
3,424 Employees
Year Founded: 1968

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.

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