Relationship Manager

Location: Oaks

The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations and interest in alternative investment products on our Marketplace. The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products. The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations across our Marketplace.

This role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class.

The Investment Specialist will proactively work to develop their sales and relationship skills along with their alternative investment market knowledge and take them to the next level by partnering closely with sales, product and strategy leadership.

What you will do:

Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors

Develop relationships with advisors and fund managers

Drive consultative sales of alternative investment allocations

Schedule frequent communication and meetings with key advisor users and accounts

Explain to advisors the benefits of alternative investments in client portfolios

Communicate asset class positioning to achieve financial planning outcomes

Follow up on indications of interest and incoming leads or questions

Sustain a high level of communication, conduct discovery calls and gain commitments

Enter all interactions in Sales Force and document pipeline of allocations

Assist leadership with advisor education content and dissemination

Collaborate with CIO’s and Due Diligence Professionals about investment fund consideration

Foster internal referrals from existing advisor relationship managers

Become knowledgeable of SEI’s brand and the Access Platform Perform other ad-hoc duties as directed by the Managing Director and Director Success Metrics The Fund Sales Director will know they are successful by measuring:

Number of transactions and volume of allocations across their territory via the Marketplace Advisor users on the Marketplace Introductions between advisors and fund managers

Advisor satisfaction

Qualifications:

5+ years in sales, client success, relationship management or business development3+ years in financial services, alternative investment sales, or financial analysis

Series 7 and 63 licensed or ability to earn licensure quickly

Knowledge of alternative investmentsCAIA, CFA, or CFP designation a plus Experience at a fintech, wealth tech, RIA, Broker-Dealer or banking firm a plus Highly motivated, with a results-driven, growth mindset and strong problem-solving skills

Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds

Excellent probing and listening skills with a strong attention to detail

Nimbleness: receptive to feedback and quick to implement

Ability to work in a high growth environment where change is the norm

Self-starter, able to work independently and collaboratively

Experience selling in a remote environment using web conferencing

Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)
Ability to embrace and contribute to a diverse and inclusive professional environment

Strong desire to be part of something transformative

Willingness to travel 20%
SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition…