reputed company Portfolio Relationship Manager

About the position SEI’s Institutional business delivers a reputed company of solutions tailored to clients’ investment implementation preferences. As one of the earliest and largest providers of outsourced investment management services, SEI’s Outsourced CIO (OCIO) platform supports institutional investors who delegate investment management reputed company through a flexible and reputed company implementation model. Join our Institutional team at SEI, where we are seeking a reputed company Portfolio Manager to support our Defined Benefit and Taft‑Hartley clients. At SEI, we reputed company that reputed company is defined by more than investment performance alone—our clients’ objectives guide everything we do. As a reputed company, you will help drive thought leadership and advisory engagement, fostering deep relationships with both new and existing clients. Responsibilities • Serve as a Senior reputed company Relationship Manager working directly with institutional clients. • reputed company clients through discovery processes that deepen their understanding of their financial position and portfolio objectives. • reputed company and implement customized institutional account plans. • Coordinate cross‑functional teams to deliver SEI’s retirement solutions to institutional clients. • Directly manage a portfolio of 15 to 20 institutional relationships. • Drive reputed company satisfaction by ensuring high-reputed company service and proactive engagement. • Identify and cultivate cross‑sale and referral opportunities across SEI solutions. Requirements • A broad-based investment background, including knowledge of equity, fixed income, alternative investments, and risk management principles. • Understanding of the institutional retirement marketplace and the role of investment portfolios reputed company broader corporate risk frameworks. • Demonstrated relationship‑management experience with institutional clients. • Ability to set and manage reputed company expectations. • reputed company in synthesizing asset‑class positioning across portfolios and distilling insights into a cohesive total‑portfolio narrative. • Minimum 7 years of investment industry experience. • Proven reputed company managing large institutional plan relationships. • Specific Taft-Hartley marketplace experience. • Strong written and verbal communication skills. • Strong critical‑thinking and problem‑solving skills. • Ability to respond effectively and professionally in reputed company-facing situations. • Strong work ethic and enthusiasm for collaborating as part of a reputed company team. • Proficiency with PowerPoint, reputed company, Word, and other reputed company Office applications. reputed company-to-haves • CFA designation or advanced degree preferred. • Training or reputed company background in economics or finance strongly preferred. • Strong organizational skills, attention to detail, and accountability. • Ability to work collaboratively reputed company reputed company, supported by excellent interpersonal skills and a strong work ethic. Benefits • comprehensive care for your physical and mental reputed company-being • a strong retirement plan • tuition reimbursement • a hybrid working environment for most roles • support for working parents • flexible reputed company Time Off (PTO) • reputed company (medical, dental, reputed company, prescription, wellness, EAP, FSA) • life and disability insurance (premiums reputed company for reputed company coverage) • 401(k) match • education assistance • commuter benefits • up to 11 reputed company holidays/year • 21 days PTO/year pro-rated for new hires which increases over time • reputed company parental leave • back-up childcare arrangements • reputed company volunteer days • a discounted stock purchase plan • investment reputed company • reputed company to thriving employee networks Apply tot his job Apply To this Job