SEI · 11 hours ago
Client Experience Associate
Oaks, PA
Full-time
Onsite
Entry, Mid Level
2+ years expSEI is a leading global provider of investment processing and management solutions, and they are seeking a qualified Client Experience Associate to join their growing Client Team. This role involves driving engagement and sales development with SEI’s solutions across the Registered Investment Adviser (RIA) channel, focusing on client acquisition, retention, and relationship management.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Serve as the primary internal point-of-contact for both new and current firms, leading client and account management for SEC-registered RIA firms, in the RIA channel of SEI’s Wealth Advisor Business
Work in coordination with partner senior Business Development professional to drive territory strategy planning
Proactively engage clients and prospective-clients, led by online-meetings, telephone and email, and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health
Influence the development and activation of advisor- and firm-client relationships at all stages in the buying journey
Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business
Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions
Qualification
Required
A minimum of 2 years of experience in financial services client sales and service support, with direct experience in RIA channel sales strongly preferred
Bachelor's degree in Business, Finance, Economics or in a related field, or minimum of 2 years' SEI experience in lieu of degree
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days
Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email
Outstanding time-management and organizational skills, plus the track record of exceeding expectations
Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, and a willingness to learn and be mentored
Ability to influence decision-making and tackle problems, thinking critically and collaboratively
Excellent written and verbal communications skills with a track record in buyer satisfaction
Preferred
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
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
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2025-12-04
2025-10-25
Company data provided by crunchbase