Account Manager

Role Overview

The Investment Manager Services Division (IMS) at SEI seeks an Account Manager to develop, maintain, and expand client relationships within the Relationship Management and Client Service team.

• Build deeper relationships with existing clients and understand their business objectives.
• Consult clients on industry trends, product differentiation, new market opportunities, and success stories.
• Manage client and internal expectations, identify, resolve, and, when necessary, elevate critical issues.
• Advocate for clients inside the organization and represent SEI externally.
• Engage with internal teams to refine service offerings and support department‑wide initiatives for effectiveness.
• Lead onboarding of new clients and manage key client projects (e.g., fund opening/closing, fund mergers, asset pool conversions, external provider changes).
• Ensure standardized processes are created and followed for routine activities.
• Assist IMS in meeting business objectives by maintaining revenue and profitability goals, identifying cross‑sell opportunities, and supporting recontract and RFP processes.
• Participate in IMS and corporate professional development sessions.

• Bachelor’s degree in Accounting, Finance, Economics, or related field (or equivalent experience).
• 4+ years of investment management/operations experience (traditional or alternative).
• Strong team‑building and client service skills aligned with SEI Client Experience Principles.
• Proven project management skills and ability to monitor multiple deliverables without sacrificing quality.
• Excellent written and verbal communication skills; primary client contact via email and phone.
• Willingness to travel up to 10% of the time.

• Drive to learn new systems and industry concepts.
• Collaborative mindset with internal and external stakeholders.
• Adaptability to evolving client needs.
• Positive attitude and genuine interest in assisting colleagues and clients.
• Curiosity and critical thinking to identify solutions and improve processes.
• Alignment with SEI values: courage, integrity, collaboration, inclusion, connection, and fun.

• Healthcare: medical, dental, vision, prescription, wellness, EAP, FSA.
• Life and disability insurance.
• 401(k) match.
• Tuition reimbursement.
• Commuter benefits.
• 11 paid holidays per year.
• 21+ days paid time off per year prorated; 15 days paid parental leave.
• Discounted stock purchase plan and investment options.

SEI is an Equal Opportunity Employer and offers all qualified applicants consideration 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.