Account Executive
SEI (12 days ago)
About this role
SEI is expanding its Sales & Experience Team and is seeking an Account Executive to join the headquarters in Oaks, Pennsylvania. The role focuses on developing client relationships within the independent Broker/Dealer channel, supporting business growth through client engagement, and managing territory strategies. The position offers opportunities for professional growth in a dynamic financial services environment.
Required Skills
- Client Relationships
- Sales
- Financial Services
- Account Management
- Territory Management
- Communication
- Negotiation
- Virtual Presentations
- Relationship Building
- Financial Products
About SEI
seic.comSEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.
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