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Wealth Relationship Strategist — West Region
Job in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-08-26
Listing for:
SEI
Full Time
position Listed on 2026-08-26
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
SEI is seeking a Relationship Manager to grow the Wealth business within its Sales & Client Team. The role focuses on engagement and growth of the advisor-client base, driving territory management and client experience across the independent broker/dealer channel.
Qualified candidates will have 3+ years in financial services client sales, a related Bachelor's, and NASAA licenses or ability to obtain. Travel up to 25% may be required.
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