Bank Asset Management Distribution Leader

SEI

16 days ago

3.3 on Glassdoor

Oaks, PA

Hybrid

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Bank Asset Management Distribution Leader at SEI leads a team focused on the sales and growth of investment products within trust and wealth management divisions for banking clients. The role involves developing sales strategies, managing client relationships, and ensuring regulatory compliance, with the goal of expanding assets under management and transforming trust departments into integrated wealth management businesses.

Skills

Qualifications

BS in Finance or related fieldCFA or CFP certification

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.