Senior Client Success Lead, Alternative Investments
181 sei global servicesOaks, OK
Senior Client Success Lead, Alternative Investments
L5
181 sei global servicesOaks, OKtoday
Occupations
Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationSEI Global Services, Inc. is seeking an Account Manager within the Investment Manager Services Division (IMS).You will be the primary contact for daily client activities, building deep client relationships, onboarding new clients, and driving key projects such as fund openings, mergers, and asset pool changes. You will consult with clients to align with business objectives, manage expectations, and collaborate with internal teams to continually improve service offerings.
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Level
SeniorL5
Location
Oaks, OK
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today
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