Client Portfolio Relationship Manager

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

SEI’s Institutional business delivers a range 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 decisions through a flexible and scalable implementation model.

Join our Institutional team at SEI, where we are seeking a Client Portfolio Manager to support our Defined Benefit and Taft‑Hartley clients. At SEI, we believe that success is defined by more than investment performance alone—our clients’ objectives guide everything we do. As a market leader, you will help drive thought leadership and advisory engagement, fostering deep relationships with both new and existing clients.

What you’ll do:

• 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.

Critical to success in this role are:

• 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.

What you bring to the table:

• 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.

Attributes we value:

• 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.

The base salary pay for this role is $150,000 - $250,000 per year.

This position will also be eligible to earn a discretionary bonus each year, subject to company approval.

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.