Strategic Relationship Manager – Advisor Growth & Wealth
Job in
Abington, Montgomery County, Pennsylvania, 19001, USA
Listed on 2026-08-20
Listing for:
seic
Full Time
position Listed on 2026-08-20
Job specializations:
-
Sales
Client Relationship Management, Financial Sales, Business Development
Job Description & How to Apply Below
SEI is seeking a Relationship Manager to lead business development and client relationship management for advisor-client firms in the independent broker/dealer channel. You will drive engagement, adoption of SEI solutions, and territory growth through consultative, client-first selling.
This role requires 3+ years in financial services client sales and a relevant degree, with CFP/CFP or Series 65/66 licensing goals.
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