{"schemaVersion":"jobsearcher.job.v1","id":"d0cd8ec7f21a3dcbce4f8ce0","url":"https://jobsearcher.com/jobs/d0cd8ec7f21a3dcbce4f8ce0","canonicalUrl":"https://jobsearcher.com/jobs/d0cd8ec7f21a3dcbce4f8ce0","title":"Relationship Manager","description":"The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations and interest in alternative investment products on our Marketplace. The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products. The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations across our Marketplace.\nThis role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class.\nThe Investment Specialist will proactively work to develop their sales and relationship skills along with their alternative investment market knowledge and take them to the next level by partnering closely with sales, product and strategy leadership.\nWhat you will do: Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors\nDevelop relationships with advisors and fund managers\nDrive consultative sales of alternative investment allocations\nSchedule frequent communication and meetings with key advisor users and accounts\nExplain to advisors the benefits of alternative investments in client portfolios\nCommunicate asset class positioning to achieve financial planning outcomes\nFollow up on indications of interest and incoming leads or questions\nSustain a high level of communication, conduct discovery calls and gain commitments\nEnter all interactions in SalesForce and document pipeline of allocations\nAssist leadership with advisor education content and dissemination\nCollaborate with CIO’s and Due Diligence Professionals about investment fund consideration\nFoster internal referrals from existing advisor relationship managers\nBecome knowledgeable of SEI’s brand and the Access Platform\nPerform other ad‑hoc duties as directed by the Managing Director and Director\nSuccess Metrics\nNumber of transactions and volume of allocations across their territory via the Marketplace\nAdvisor users on the Marketplace\nIntroductions between advisors and fund managers\nAdvisor satisfaction\nQualifications 5+ years in sales, client success, relationship management or business development\n3+ years in financial services, alternative investment sales, or financial analysis\nSeries 7 and 63 licensed or ability to earn licensure quickly\nKnowledge of alternative investments\nCAIA, CFA, or CFP designation a plus\nExperience at a fintech, wealth tech, RIA, Broker‑Dealer or banking firm a plus\nHighly motivated, with a results‑driven, growth mindset and strong problem‑solving skills\nHighly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds\nExcellent probing and listening skills with a strong attention to detail\nNimbleness: receptive to feedback and quick to implement\nAbility to work in a high growth environment where change is the norm\nSelf‑starter, able to work independently and collaboratively\nExperience selling in a remote environment using web conferencing\nComputer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)\nAbility to embrace and contribute to a diverse and inclusive professional environment\nStrong desire to be part of something transformative\nWillingness to travel 20%\nCompetitive 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.\nBenefits 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.\nEqual Opportunity Employer 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.\nSEI 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.\nAI Acceptable Use 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.\n\n#J-18808-Ljbffr","company":"SEI","rawCompany":"sei","city":"Oaks","state":"OK","isRemote":false,"isActive":false,"createdAt":"2026-07-19T03:21:18.567Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Relationship Manager","description":"The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations and interest in alternative investment products on our Marketplace. The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products. The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations across our Marketplace.\nThis role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class.\nThe Investment Specialist will proactively work to develop their sales and relationship skills along with their alternative investment market knowledge and take them to the next level by partnering closely with sales, product and strategy leadership.\nWhat you will do: Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors\nDevelop relationships with advisors and fund managers\nDrive consultative sales of alternative investment allocations\nSchedule frequent communication and meetings with key advisor users and accounts\nExplain to advisors the benefits of alternative investments in client portfolios\nCommunicate asset class positioning to achieve financial planning outcomes\nFollow up on indications of interest and incoming leads or questions\nSustain a high level of communication, conduct discovery calls and gain commitments\nEnter all interactions in SalesForce and document pipeline of allocations\nAssist leadership with advisor education content and dissemination\nCollaborate with CIO’s and Due Diligence Professionals about investment fund consideration\nFoster internal referrals from existing advisor relationship managers\nBecome knowledgeable of SEI’s brand and the Access Platform\nPerform other ad‑hoc duties as directed by the Managing Director and Director\nSuccess Metrics\nNumber of transactions and volume of allocations across their territory via the Marketplace\nAdvisor users on the Marketplace\nIntroductions between advisors and fund managers\nAdvisor satisfaction\nQualifications 5+ years in sales, client success, relationship management or business development\n3+ years in financial services, alternative investment sales, or financial analysis\nSeries 7 and 63 licensed or ability to earn licensure quickly\nKnowledge of alternative investments\nCAIA, CFA, or CFP designation a plus\nExperience at a fintech, wealth tech, RIA, Broker‑Dealer or banking firm a plus\nHighly motivated, with a results‑driven, growth mindset and strong problem‑solving skills\nHighly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds\nExcellent probing and listening skills with a strong attention to detail\nNimbleness: receptive to feedback and quick to implement\nAbility to work in a high growth environment where change is the norm\nSelf‑starter, able to work independently and collaboratively\nExperience selling in a remote environment using web conferencing\nComputer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)\nAbility to embrace and contribute to a diverse and inclusive professional environment\nStrong desire to be part of something transformative\nWillingness to travel 20%\nCompetitive 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.\nBenefits 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.\nEqual Opportunity Employer 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.\nSEI 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.\nAI Acceptable Use 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.\n\n#J-18808-Ljbffr","datePosted":"2026-07-19T03:21:18.567Z","dateModified":"2026-07-19T03:21:18.567Z","hiringOrganization":{"@type":"Organization","name":"SEI","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Oaks","addressRegion":"OK","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"d0cd8ec7f21a3dcbce4f8ce0"},"url":"https://jobsearcher.com/jobs/d0cd8ec7f21a3dcbce4f8ce0"}}