Advisor Engagement Specialist
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant
SEI’s Wealth division seeks a Client Support Specialist to join the Sales and Client Team in Oaks, PA. The role supports advisors and IBD firms, driving engagement with SEI’s platform and capabilities while gaining investment and wealth‑tech expertise.
This early‑career position emphasizes proactive service, strong communication, and a customer‑centric mindset, reporting to the Manager of Inside Sales at SEI Headquarters in Oaks, Pennsylvania.
For the Advisor Engagement Specialist position at SEI, we are reviewing applications now.
We are currently recruiting a Advisor Engagement Specialist for our team in Oaks, PA, United States.
This is a genuine role to take on the Advisor Engagement Specialist role at SEI.
As a Advisor Engagement Specialist, you will play an important part at SEI in Oaks, PA, United States.
We invite applications for the Advisor Engagement Specialist position located in Oaks, PA, United States.
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