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Alt Investments Advisor Relationship Lead
Remote / Online - Candidates ideally in
Oaks, Delaware County, Oklahoma, 74359, USA
Listed on 2026-07-13
Oaks, Delaware County, Oklahoma, 74359, USA
Listing for:
Dormont Manufacturing Co
Remote/Work from Home
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
SEI’s Access Marketplace seeks an Investment Specialist to drive advisor acquisitions and allocations in alternative investments. You will communicate with advisor users, support onboarding, and build ongoing relationships to grow alts allocations across the Marketplace.
You will collaborate with the Managing Director and Sales Directors, conduct discovery calls, and present fund strategies while maintaining a strong focus on risk and return profiles. Travel up to 20% may be required.
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