Account Manager, Separately Managed Accounts

SEI (1 month ago)

HybridFull TimeMedior$81,646 - $109,247 (estimated)Investment Operations

About this role

An Account Manager on SEI’s Separately Managed Accounts team within the Investment Manager Services division. The role is the primary client-facing representative for SEI’s middle and back office solutions, partnering with investment managers and internal teams to support separately managed account services. The position sits within a financial services environment focused on investment operations and client delivery.

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Required Skills

Client Service
Communication
Project Management
Process Improvement
Stakeholder Collaboration
Financial Knowledge
Fiserv APL
SLA Reporting
Meeting Coordination
Excel

Qualifications

BA/BS in Finance, Accounting, Mathematics, or Economics

About SEI

seic.com

SEI 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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