Senior, Investment Strategist

SEI's Asset Management Unit has an immediate opening for a Senior Investment Strategist to work on the Client Advice Team and support the Private Wealth Management business. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to individuals and families that have a net worth exceeding $10 million. Advisory Services include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting.

This position requires a highly organized individual who can create client advice, balance many tasks and remain focused on deadlines. The successful candidate will work directly with the ULTRA and High Net Worth (UHNW/HNW) client segment/service team and other planning experts. This role provides advisory solutions in the areas of investments, cash strategies (liquidity), options analysis, asset allocation and performance analysis.

• Be the primary point of contact within the Advice Team for Private Wealth Management business and work directly with UHNW/HNW clients.
• Create goal-directed investment strategies that support client outcomes. Includes Multi-goal, Multi-portfolio design, portfolio allocation, asset location and tax management strategies, portfolio construction and implementation.
• Evaluate prospect and client portfolios including performance, risk, allocation, tax and/or attribution analysis.
• Monitor portfolio for alignment to goals-based investment policy, client suitability and regulatory compliance.
• Provide support to service team for investment related issues including on-site client meetings.
• Construct client investment materials; as needed.
• Maintain familiarity with entire SEI Investment Product suite and technologies (Morningstar, Black Diamond, Factset, GL, etc.).
• Monitor adherence of client portfolios to PWM investment models.

• BA/BS degree in related field; or the equivalent in education and work experience.
• CFA Certification.
• A minimum of 10 years industry related experience with management experience.
• Broad investment knowledge of equity, fixed income and alternative asset classes and portfolio design for HNW/UHNW market.
• Develop and maintain deep expertise in all SEI investment strategies.
• Ability to effectively explain complex investment strategies in understandable terms.
• Detailed oriented, flexible, and self-motivated.
• Excellent communication and presentation skills.

• Ability to make strategic decisions using data and sound judgement.
• Positive attitude and intellectual curiosity.
• Organizational and analytical skills.
• Client first position.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

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.

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…