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Relationship Manager
2 weeks ago
When you step into SEI - anywhere in the world - you know you’re not inside a traditional financial services company. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personaland professional growth. We are a place to inspire your work, build your voice, and grow your community. We’re different. And we’re proud of it.
**Summary**:
The Wealth Platform business within SEI partners with private banks, private client investment managers, wealth management and wealth advisory firms to deliver services that enable the transformation of their business models. The Relationship Managementteam is responsible for the management and growth of the partnerships between SEI and its clients and the effective delivery of SEI’s Global Wealth Services.
As Relationship Manager, you will maintain and grow a healthy partnership between SEI and its clients, which enables the client to achieve their business goals. You will build profitable client relationships and act as the “voice of the client” within SEI.
**What you’ll do**:
Relationship Management:
- You will build and maintain an ongoing commitment to the partnership and Platform value proposition within the client and SEI Stakeholders including managing the governance programme for the client partnership
- You’ll develop and manage a shared plan to enable clients to achieve goals for the transformation of their business and lead the SEI change management effort to achieve the goals
- Be responsible for directing the SEI client experience by assuring appropriate resource alignment, effective delivery of services to SLA’s, leading key communications and acting as an escalation point for critical service delivery issues
- Evaluate clients’ usage of SEI services to ensure they are maximising benefits, the services are evolving to meet client needs, and ensure critical issues are resolved effectively
- You will also identify, develop and deliver on opportunities to grow the services delivered with the partnership; seeking to maintain and increase revenues through organic and inorganic growth opportunities and the cross-selling of new products and services
- Partner with the UK Solutions team to understand, communicate and manage client business requirements for new or enhanced services
Contract Ownership:
- You own the contract between client and SEI, ensuring that SEI’s interests are represented and any required amendments initiated by SEI or the client are agreed and captured
- You will also be responsible for the re-contracting of Client
Client Implementation (when applicable):
- When appropriate, you will work to transition the business relationship from the Sales Director to the Relationship team by establishing executive relationships within the client firm and working to understand the key business change drivers leading tothe implementation work
- Develop a joint plan for the SEI client partnership that includes client business goals, the implementation milestones and any asset migration plans that may follow from the initial implementation
- You will support and oversee the SEI project team responsible for the implementation; Support the team in implementing the services within the client organisation and assuring SEI teams effectively transition the clients business into SEI’s operating modelat live date
**What you’ll bring to the role**:
- Extensive experience in a Relationship Manager / Senior Client Services role in financial services or financial technology is essential, this might be within wealth management or private banking
- Ideally you will have demonstrable experience and proven success in relationship managing a long-term outsourced relationship
- A proven track record in managing executive level relationships
- You will have experience in managing organisational change and business process re-engineering projects
**Attributes we value**:
- You will have the ability to be both strategic in outlook whilst enjoying being hands-on in equal measure
- You will possess superior communication skills needed to influence senior internal and external stakeholders around business critical events and issues
SEI is an equal opportunities employer and so much more
After 50 years in business, SEI (NASDAQ:SEIC) remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK officeis based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise thatour people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefitswhich include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
SEI Investments (Europe) Limited (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
