Client Strategy Director
2 months ago
SEI's Fiduciary Management team is seeking a seasoned professional to lead the Client Strategy Team.
Key Objectives:- Lead on all aspects of SEI service delivery to clients as primary contact and client advocate within SEI.
- Provide timely and relevant advice to SEI's clients, a cornerstone of SEI's Fiduciary Management proposition.
- Help grow SEI's Fiduciary Management business through effective client and prospect relationship management.
- Provide advice to support institutional clients, including but not limited to defined benefit pension scheme trustees in establishing their fundamental investment beliefs.
- Ensure the establishment and ongoing maintenance of appropriate documentation such as the Fiduciary Management Agreement (FMA) and internal Investment Governance Document (IGD) to fit clients' governance requirements and enable SEI to fulfil its duties.
- Support and assist the sales process by providing input into RFPs, contribute to development of presentation materials and present in person to trustee board/CEO/CFO level.
- Advise SEI clients on investment strategy taking into account factors such as risk tolerance, funding policy, investor sophistication, client constraints and nature and term of the liabilities. Deliver recommendations to clients in relation to: Setting of risk budget Spending the risk budget through establishing an appropriate long term investment strategy A 'Journey Plan' framework to support agreed investment objectives; Liability hedging
- Advise on and maintain the SIP accordingly as required either as a result of regulatory changes or changes to the investment strategy.
- Report back on client's success in achieving investment objectives on a regular basis. This includes; Assessing the performance of the strategy and structure decisions Assessing performance against a liability or goals-based measure
- Discussing positioning and contribution to performance of the investment decisions taken by SEI.
- Work collaboratively with colleagues internally and with clients as appropriate to deliver emerging investment opportunities.
- Represent SEI through participation in roundtable events, seminars, conferences, media interviews and develop thought leadership in areas of strategic interest to Institutional investors.
- Interact positively with other areas of Asset Management and the wider business to enable client feedback and needs to be known and addressed.
- All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
- Experience within the financial services industry (fiduciary management, investment consulting, fund management, investment banking or asset management).
- Strong technical knowledge of pension finance and investments.
- Substantial pension scheme investment strategy experience.
- Deep investment knowledge across multiple asset markets.
- Excellent presentation and client influencing skills.
SMCR Category
This role is identified as a Certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA.
Qualifications required under MiFID II
It is essential that you hold or are working towards one of the below qualifications. If not, it is essential that you are willing to undertake and complete one of these qualifications:
- FIA (Fellow of the Faculty & Institute of Actuaries)
- AIA FIA (Associate of the Faculty & Institute of Actuaries)
- CFA (Chartered Financial Analyst)
- Level 4 Investment Management Certificate Unit 1 Investment Environment
- Excellent communication and technical skills, thinking outside the box to find solutions for the client.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
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