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Relationship Manager
Posted 55 minutes 50 seconds ago by 106 Global Fund Services Ltd.
SEI Investments is a leading global provider of asset management and investment technology solutions, helping corporations, financial institutions, advisors, and affluent families create and manage wealth. The company encourages employee development and maintains a collaborative, detail oriented environment.
SEI Group operates multiple subsidiaries in the EU, UK, Cayman Islands and Canada. The Group's operations in Ireland are carried out through three entities based in Dublin that manage proprietary UCITS and AIF funds, as well as provide administration and depositary services for third party investment managers.
Position DescriptionA Relationship Manager at SEI is responsible for growing SEI's business through client service excellence. The role is strategic and requires sophisticated internal navigation and the ability to build and maintain quality relationships with clients and external stakeholders. The candidate must be ambitious, driven, accountable to specific targets, and possess excellent written, verbal and executive communication skills. Responsibilities include managing a portfolio of alternative clients.
What You'll Do- Lead and coordinate a firm wide approach to strategic client management.
- Implement an institutional grade client governance framework, including efficient meetings, KPIs and action trackers.
- Measure and be accountable to client satisfaction goals.
- Drive client service excellence efforts across the organisation.
- Provide thought leadership to clients by staying current with market trends and competitor intelligence.
- Strategic account planning - create and present annual account plans to senior management with a clear path to wallet share expansion.
- Represent the voice of the client to all internal SEI stakeholders and act as the trusted voice of SEI to the client.
- Lead commercial discussions and profitability action plans.
- Act as point of escalation for clients and internal teams.
- Support sales in new business generation and deal closing efforts.
- Provide product solutions - feed the product pipeline and stay ahead of client needs to identify potential future revenue streams.
- Manage third party relationships to enhance SEI's brand awareness with strategic partners.
- Cultivate excellent working relationships with Operations and Management.
- At least 10 years' experience in alternative funds, with some private markets experience preferred.
- Strong knowledge of alternative fund structures, various fund domiciles and regulatory requirements.
- A track record in cross selling and wallet share expansion.
- Experience in alternatives operations is an advantage.
- Quality driven approach with meticulous attention to detail and high level oral, written, and presentation skills.
- Strong data management skills.
- A curious mindset and the ability to execute change.
- Strong organisational and collaboration skills.
- Fluency in English (verbal and written).
- Energetic, accountable and driven.
- Positive "can do" attitude with excellent problem solving skills.
- Team player with excellent interpersonal and client service skills.
- Ability to multi task, prioritise work and manage time to meet deadlines.
- Adaptable.
- Healthcare for self, spouse and dependents up to 18 years of age.
- Pension Scheme.
- Tax saver travel benefits.
- Bike to work scheme.
- On site gym with fitness classes and 1:1 PT sessions.
- Club supplement.
- Education assistance.
- Competitive family & annual leave entitlements and 2 paid volunteer days per year.
- Life assurance.
- Annual employee share participation scheme.
We offer a hybrid working model and flexible working hours to support a healthy work life balance.
SEI is an Equal Opportunity Employer.
106 Global Fund Services Ltd.
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