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Advisor Relations Lead - Alternatives
Job in
Oaks, Montgomery County, Pennsylvania, 19456, USA
Listed on 2026-07-09
Listing for:
SEI Investments Developments
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
SEI Investments Developments in Oaks, Pennsylvania is looking for an Investment Specialist to enhance advisor acquisition and relationship management in alternative investments. The successful candidate will collaborate with sales and strategy leaders, focusing on advisor satisfaction and investment allocations. This role requires strong communication skills and a proactive sales approach, maintaining ongoing relations with advisors.
The ideal applicant will have significant experience in sales, preferably within financial services or alternative investments, and must be willing to travel 20% of the time.
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