Client Strategy Director
24 hours ago
We are seeking a highly skilled and experienced Strategic Client Director to join our team at SEI Investments (Europe) Ltd. As a key member of our Client Strategy Team, you will be responsible for leading the delivery of exceptional client service and driving business growth through strategic client relationships.
Key Responsibilities- Client Service Delivery: Provide timely and relevant advice to our clients, ensuring their investment objectives are met and exceeded.
- Business Growth: Develop and implement strategies to grow our Fiduciary Management business through effective client and prospect relationship management.
- Investment Strategy: Advise 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.
- Reporting and Analysis: Report back to clients on their investment performance, assessing the success of their investment objectives and providing recommendations for improvement.
- Thought Leadership: Represent SEI through participation in industry events, roundtable discussions, and media interviews, developing thought leadership in areas of strategic interest to institutional investors.
- Experience: Proven experience within the financial services industry, with a strong background in fiduciary management, investment consulting, fund management, investment banking, or asset management.
- Technical Knowledge: Strong technical knowledge of pension finance and investments, with substantial experience in pension scheme investment strategy.
- Communication Skills: Excellent presentation and client influencing skills, with the ability to communicate complex investment strategies to clients and stakeholders.
- Qualifications: Hold or be working towards a relevant professional qualification, such as FIA, AIA FIA, CFA, or Level 4 Investment Management Certificate Unit 1 Investment Environment.
SEI Investments (Europe) Ltd. is a leading global provider of investment processing, investment management, and investment operations solutions. We are committed to delivering exceptional client service and driving business growth through strategic client relationships. Our team is passionate about innovation, creativity, and excellence, and we offer a dynamic and supportive work environment that fosters growth and development.
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