SEI · 12 hours ago
Client Portfolio Relationship Manager
Chicago, IL
Full-time
Hybrid
Senior Level
$150K/yr - $250K/yr
7+ years expSEI is a leading global provider of investment processing and management solutions, and they are seeking a Client Portfolio Relationship Manager to support their Defined Benefit and Taft-Hartley clients. The role involves managing institutional client relationships, developing customized account plans, and ensuring high-quality service and proactive engagement to drive client satisfaction.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Serve as a Senior Client Relationship Manager working directly with institutional clients
Lead clients through discovery processes that deepen their understanding of their financial position and portfolio objectives
Develop 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 client satisfaction by ensuring high-quality service and proactive engagement
Identify and cultivate cross‑sale and referral opportunities across SEI solutions
Qualification
Required
Minimum 7 years of investment industry experience
Proven success 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 client-facing situations
Strong work ethic and enthusiasm for collaborating as part of a client team
Proficiency with PowerPoint, Excel, Word, and other Microsoft Office applications
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 within broader corporate risk frameworks
Demonstrated relationship-management experience with institutional clients
Ability to set and manage client expectations
Skill in synthesizing asset-class positioning across portfolios and distilling insights into a cohesive total-portfolio narrative
Preferred
CFA designation or advanced degree preferred
Training or academic background in economics or finance strongly preferred
Strong organizational skills, attention to detail, and accountability
Ability to work collaboratively within a team, supported by excellent interpersonal skills and a strong work ethic
Benefits
Comprehensive care for your physical and mental well-being
Strong retirement plan
Tuition reimbursement
Hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
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
Discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
The Motley Fool
2026-01-19
2026-01-09
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