Client Portfolio Relationship Manager

SEI (1 month ago)

HybridFull TimeSenior$150,000 - $250,000Institutional

About this role

A Client Portfolio Manager at SEI supports Defined Benefit and Taft‑Hartley institutional clients on the Outsourced CIO platform, helping align client objectives with investment solutions. The role emphasizes fostering deep client relationships, driving advisory engagement and thought leadership, and managing a portfolio of institutional accounts. It contributes to SEI’s institutional business by delivering customized account plans and coordinating cross‑functional teams to implement retirement solutions.

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Required Skills

Relationship Management
Portfolio Management
Investment Analysis
Fixed Income
Equity Investing
Alternatives
Risk Management
Client Engagement
Cross-Selling
Microsoft Office

Qualifications

CFA
Advanced Degree
Degree in Economics or Finance

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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