SE
SeicSenior Relationship Manager
Salary$100k – $150k
LocationUSA - Remote - CA
Work moderemote · United States
Typefull-time
SenioritySenior
Company size1,001–5,000 people
PostedOct 7, 2026 · 6d ago
Verified live19h ago
At a glanceSummarised by Seekless from the posting.
Experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel
Meet and exceed territory growth goals
Oversee the totality of the client experience across business development, relationship management, account management, and experience for advisors and firms in your territory of the independent broker/dealer channel
Adept at using data to drive decisions, while defining opportunities for growth and solving client needs
Must reside in the West region of the U.S.
Benefits
Health insurance
Dental
Vision
Prescription
Wellness
Employee assistance program
Flexible spending account
Life insurance
Disability insurance
401(k) match
Education assistance
Commuter benefits
Paid holidays
Paid time off
Paid parental leave
Backup childcare
Paid volunteer days
Discounted stock purchase plan
Investment options
Employee networks
Tuition reimbursement
About the role
SEI’s Wealth business is growing the Sales & Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Senior Relationship Manager to join the team.
Responsibilities
In this high-profile and high-visibility role, you will be the most prominent client-facing individual for the business’ existing client relationships. You will be responsible for proactively engaging relationships to increase their engagement, growth, and satisfaction with SEI, increasing penetration across the firm, and broadening share-of wallet across the firm. You will be accountable for territory management, including expanding and protecting high-value client relationships while driving sustained revenue growth with clients in the independent
broker/dealer channel and will be a key contributor in elevating these clients’ strategic commitment to SEI.
Requirements
To ensure success, you should carry experience and advanced knowledge of the advisor market, particularly in the independent broker/dealer channel. You will be responsible for meeting and exceeding territory growth goals and overseeing the totality of the client experience across business development, relationship management, account management, and experience for advisors and firms in your territory of the independent broker/dealer channel. You must be adept at using data to drive decisions, while defining opportunities for growth and solving client needs.
This role reports to the Managing Director of the West Region within the Wealth Sales & Client Team and works directly with a dedicated Account Executive, as well as cross-functionally across the Marketing, Investment, Technology, and Service organizations of the business.
This role is territory-based in the West region of the U.S. and will cover strategic relationships across the region. The individual must reside in the territory.
The base salary for this position is expected to be $100,000 to $150,000, commensurate with experience, with additional performance-based sales compensation that represents a larger portion of total earnings.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
About the company
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
Legal
The position title reflected in this job description is aligned with SEI’s current internal job architecture. As part of SEI’s role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee’s tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.