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West Region Senior Relationship Manager - Wealth at sei | Kimble Group

West Region Senior Relationship Manager - Wealth

seiOaks, PA

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West Region Senior Relationship Manager - Wealth

seiOaks, PASenior L5

Securities, Commodities, and Financial Services Sales Agents Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Sales and Related Workers, All Other

Portfolio Management and Investment Advice Investment Banking and Securities Intermediation Trust, Fiduciary, and Custody Activities

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SEI is expanding its Wealth Sales & Client Team and seeks a Senior Relationship Manager to lead strategic client relationships in the West region. You will drive growth, engagement, and satisfaction for independent broker/dealer clients and oversee the entire client experience within your territory. You will report to the Managing Director of the West Region and collaborate with cross-functional teams to meet territory goals, using data to inform opportunities and solutions for advisors and

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Level

Senior L5

Location

Oaks, PA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

5 days ago

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