Client Portfolio Relationship Manager

SEI

2 months ago

3.3 on Glassdoor

Chicago, IL

Hybrid

Full Time

Senior

0 applicants

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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.

Skills

Qualifications

CFAAdvanced DegreeDegree 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.