Account Executive, Business Transitions

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
May 08, 2025
SEI's Advisor Business is expanding the Advisor Sales & Client Team to accelerate business growth. To support this expansion, SEI is seeking a dedicated and client-focused Account Executive to join the Business Transitions Team. SEI's Business Transitions team is committed to helping advisors and their teams plan for, operationalize, and execute successful business transitions. In this role, you will serve as the primary point of contact, providing personalized guidance and support to financial advisors during their transition to the SEI platform, both from other custodians and when changing firms already on the SEI platform. The ideal candidate is an initiative-taking and meticulous professional with a strong understanding of account transfer processes and a passion for delivering outstanding service. You will play a crucial role in ensuring a seamless and efficient transition for advisors, building strong relationships, and fostering long-term satisfaction. This role reports to the Managing Director of the Business Transitions Team within the Advisor Sales & Client Team. This role is based in SEI's Oaks, Pennsylvania headquarters. What you will do: Serve as the primary point of contact for financial advisors throughout the entire account transition process. Provide personalized guidance and support to advisors transitioning to the SEI platform from other custodian firms, managing all aspects of the onboarding process. Manage the transition of advisors and their client accounts between firms already on the SEI platform, facilitating internal firm changes. Coordinate all necessary activities to ensure a smooth and timely transfer of accounts, collaborating closely with advisors and internal SEI stakeholders and teams. Proactively communicate with advisors to provide updates, address questions, and resolve any issues that may arise during the transition. Educate advisors on SEI's platform, tools, and resources to ensure successful integration. Build and maintain strong relationships with advisors, serving as a trusted partner and advocate. Maintain accurate and detailed records of all transition activities. Identify opportunities to improve the transition process and enhance the advisor experience. Ensure compliance with all regulatory requirements and SEI policies related to account transfers. What we need from you: A minimum of 3 years of experience in the financial services industry, with a focus on account transitions, advisor onboarding, or client service. Bachelor's degree in Business, Finance, Economics or in a related field, or minimum of 2 years' SEI experience in lieu of degree. Excellent communication, interpersonal, and relationship-building skills. Strong organizational and time management skills, with the ability to manage multiple tasks simultaneously. Detail-oriented and possess strong problem-solving skills. Proficiency in using CRM systems and other relevant technology. Solid understanding of account transfer processes (ACATs) and industry regulations. What we would like from you: Experience working with SEI's platform and systems. Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information, https://www.seic.com. If you are passionate about simplifying the complex and empowering independent advisors to make confident business decisions, fostering sustainable growth within advisory practices, and contributing your expertise to shape the future of the advice industry, we invite you to apply and be a part of our collaborative and growth-minded team. 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.