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SEI's Institutional business provides clients with a variety of solutions aligned with their investment implementation preferences. As one of the first 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 implementation model. As of Dec 31, 2023, SEI's Institutional business serves more than 530 clients, who utilize our integrated solutions worldwide.
Join our Institutional team at SEI, where we're seeking a dynamic leader in the Not-for-profit Advisory space, specializing in Higher Education institutions. At SEI, we believe in outcomes beyond mere investment returns; our clients' goals are our touchstone for success. As a market leader, you'll spearhead our thought leadership and advisory efforts, forging strong connections with both new and existing clients.
What you will do:
Lead the ongoing development and delivery of SEI's comprehensive solutions for Higher Education clients within our broader Not-for-Profit market team.
Educate clients and prospects on SEI's innovative strategies and solutions, including the use of alternative investment strategies.
Collaborate closely with Relationship Managers, Service Directors, and Investment teams internally to nurture robust and effective client relationships.
Contribute to the evolution of our client service function by generating ideas and implementing new approaches and processes where needed.
Identify emerging needs within the Higher Education sector and collaborate with internal teams to develop tailored client solutions and strategies.
Support the sales process by converting new business opportunities into valued clients, participating in proposals and consultant meetings as required.
What we need from you:
Bachelor's degree in Business, Finance, Economics or in a related field.
A minimum of 10 years' experience within or advising higher education institutions on portfolio management strategy.
Proven ability to support high-level strategic initiatives, retention efforts, and growth initiatives.
Exceptional client relationship management skills.
Strong project management skills with a track record of managing multiple agendas effectively.
What we would like from you:
Excellent listening, oral, and written communication skills.
Deep investment technical knowledge, including proficiency in alternative investment strategies.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
Join us at SEI, where your expertise will shape the future of Higher Education investment strategies, and your contributions will make a tangible impact on our clients' financial well-being and success.
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 / affirmative action 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.