New

Account Manager, Separately Managed Accounts

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Jan 07, 2026
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Separately Managed Accounts team. Our primary goal is to provide middle and back office solutions to investment managers. As an Account Manager, you are the primary point of contact between our clients and the face of SEI's middle/back office operational teams. What you will do: Your communication skills will be used on a daily basis by interaction with clients and technology vendors to manage client ad-hoc requests, projects and process updates. You will be required to work in a fast pace environment and meet daily deadlines; excellent communication and computer skills. As the clients main point of contact you will be responsible for working with them to determine best practices and how they can efficient grow their business through new sponsor program distribution, requested enhancements, and technical/process issue resolution. As the Account Manager, you will be involved in the coordination and support of various client issue lists, weekly/monthly/quarterly status calls, quarterly SLA reports and various internal/external client specific projects. You will also be responsible for the coordination of regular on-site client meetings. This may or may not include producing meeting agenda/materials, conference room bookings, transportation and lodging. You would also be required to travel when needed or requested by client. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Finance, Accounting, Mathematics, Economics, or equivalent work experience. Minimum 2 years of relevant experience required. Strong knowledge of financial, investment industry, Fiserv APL and separately managed accounts. Excellent Client Service skills built around the SEI Client Experience Principles. Proven project management skills. The self-motivation and drive to monitor multiple client deliverables without sacrificing excellence or quality. Strong written and verbal communication skills and as you will primarily support your clients through email and/or phone calls. Willingness to travel up to 10% of your time What we would like from you: A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and genuine interest in assisting both colleagues and clients. Curiosity and critical thinking: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/ 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, a hybrid working environment for most roles, 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. 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. 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.