SEI

HQ
Oaks
Total Offices: 9
3,424 Total Employees
Year Founded: 1968

SEI Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Offers childcare benefits

Offers generous parental leave

Provides family medical leave

Offers company equity

Offers employee discounts

Offers employee stock purchase plan

Offers dental insurance

Offers health insurance

Offers Flexible Spending Account (FSA)

Offers vision insurance

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Utilizes a flexible work schedule

Offers a remote work program

Offers diversity-based Employee Resource Groups

Recently posted jobs

13 Days AgoSaved
Remote
CA, USA
Financial Services
Manages strategic client relationships in the independent broker/dealer channel across the U.S. West region. Responsibilities include increasing client engagement, satisfaction, revenue, and share of wallet; managing territories; protecting and expanding high-value accounts; identifying growth opportunities; solving client needs; and coordinating with account management, marketing, investment, technology, and service teams.
13 Days AgoSaved
Remote
CA, USA
Financial Services
Leads business development and territory growth for SEI’s Registered Investment Adviser channel. Responsibilities include acquiring, onboarding, and activating advisor clients; managing sales strategy; expanding relationships and share of wallet; presenting SEI’s custody, technology, investment management, and business solutions; generating leads; influencing buying decisions; mentoring an Account Executive; and managing client experience. The role requires extensive RIA market expertise, consultative sales ability, relationship management, and up to 80% travel.
25 Days AgoSaved
Remote
2 Locations
Financial Services
Leads business development and territory management across Ohio and Kentucky for SEI’s Independent Broker/Dealer channel. Acquires, onboards, and activates advisor-client firms; develops territory strategies; generates and converts leads; manages relationships; and presents SEI’s custody, technology, asset management, and business solutions. The role requires consultative sales, market analysis, senior-level influence, relationship management, and up to 80% travel.