What are the responsibilities and job description for the Client Portfolio Relationship Manager position at SEI?
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:
This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
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.
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.
- 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.
- 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.
- 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.
This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
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.
Salary : $150,000 - $250,000