What are the responsibilities and job description for the Personal Business Manager position at SEI?
SEI Private Wealth Management (PWM) is a business unit of SEI that delivers an innovative and complete wealth management offering to high net worth individuals and families. Service offerings include Goals-based Planning, Investment Management, Financial Management and Reporting, Legacy and Estate Planning, Philanthropic Planning and Aggregated Reporting and “Score Carding” of progress towards goals.
The Advisor Team of the Private Wealth Management unit provides the Advice and delivery of Goals Based Wealth Management Solutions to clients. The Advisor Team supports attainment of PWM’s value proposition through excellent client service.
The team is looking for an individual to service, manage and maintain relationships in collaboration with the Senior Private Business Manager. This individual will learn the SEI PWM Goals Based Wealth Management process (GBWMP) and will be part of growing the PWM business.
This role is based out of our Seattle, WA location.
What you will do:
This position requires an individual focused on delivering excellent client service. To be effective in this role, the individual will be organized, detail and process oriented and adept at working with team members to deliver a cohesive goals-based investment process.
Key deliverables of this role include the following:
This position will also be eligible to earn sales compensation based on sales each year, subject to company approval.
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 reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
The Advisor Team of the Private Wealth Management unit provides the Advice and delivery of Goals Based Wealth Management Solutions to clients. The Advisor Team supports attainment of PWM’s value proposition through excellent client service.
The team is looking for an individual to service, manage and maintain relationships in collaboration with the Senior Private Business Manager. This individual will learn the SEI PWM Goals Based Wealth Management process (GBWMP) and will be part of growing the PWM business.
This role is based out of our Seattle, WA location.
What you will do:
This position requires an individual focused on delivering excellent client service. To be effective in this role, the individual will be organized, detail and process oriented and adept at working with team members to deliver a cohesive goals-based investment process.
Key deliverables of this role include the following:
- Develop and implement a goals-based strategic plan for each client.
- Build and maintain strong client relationships.
- Execute PWM’s client driven wealth management process.
- Grow portfolio of client relationships.
- Deliver on business goals of client satisfaction, referrals and increasing revenue.
- Work with advice and service team members to deliver cohesive goals-based advice to clients.
- A minimum of 5 years advisory experience working with client relationships
- Bachelor’s degree from an accredited college/university with a Finance/Accounting focus
- Industry certifications, CFP, CFA or graduate degree
- Series 65 or 66 licensing
- Dedication to excellence in customer service
- A strong understanding of wealth management and investment planning
- Strong analytical and interpersonal skills
- Superior attention to detail and excellent organizational skills
- Strong problem solving skills and proven ability to think creatively and seek optimal solutions
- Strong critical thinking skills
- Strong communication and listening skills
- Demonstrated ability to work effectively in cross-functional teams
- Leadership skills and business management experience
- Naturally innovative, inquisitive, and solution seeking
This position will also be eligible to earn sales compensation based on sales each year, subject to company approval.
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 reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
Salary : $150,000 - $180,000
