SEI

Account Manager, Separately Managed Accounts

SEI

3 months ago
United States
Hybrid
Full Time
Medior
1 applicant
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SEI
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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.

Skills

Qualifications

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

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.

About SEI

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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