Job Description
The Advisor Network has an immediate opportunity for a strong relationship management and sales professional to serve as a Relationship Manager within the Northeast Territory for the Advisor Network.  This territory includes; CT, RI, MA, NH, VT, and ME.  The Relationship Manager will be responsible for managing existing client relationships to; retain the existing assets, increase SEI assets under management and to elevate the client’s strategic commitment to SEI.

Responsibilities for this position will include but are not limited to the following:

• Executing SEI’s consultative relationship management and sales processes to provide SEI’s Advisory Outsourcing Business Solutions for Advisors to increase assets under management in SEI’s investment management products.
• Building strong relationships with existing advisors to retain and grow their SEI investment business
• Managing our Advisors business growth goals by enabling their success using SEI’s business solution processes
• Providing Practice Management advice to Advisors to grow and run their business
• Educating and informing clients about SEI’s product changes and new products
• Assisting our advisors with complex sales proposal and client retention opportunities
• Providing referrals to the New Advisor Sales Team for recruiting new Advisors to utilize SEI’s Advisor Platform
• Developing and implementing strategic sales plans to achieve Advisor Unit goals
• Speaking at Client events with end investors and SEI events
• Supporting Advisors in end investor meetings
• Stay current on SEI’s competitors and be able to articulate SEI’s benefits as compared to others
• Completing all CRM sales forecasting and administration activities
• Participate in SEI market unit initiatives and projects
• Keep abreast of the investment and Advisor industry standards
• Interacting effectively with other SEI teams

Position Requirements

•BA/BS degree in related field; or the equivalent in education and work experience
• 3+ years of successful sales experience within the financial services industry
• Proven track record and demonstrated ability to successfully manage a consultative sales process
• History of prospects/clients viewing you as a trusted business advisor
• Excellent selling and relationship management skills
• Excellent problem solving, organizational and analytical skills
• Excellent interpersonal and communications skills
• Must be willing to work effectively independently, as well as in a team environment

Location and Travel
The position is based in Boston.  Travel may be up to 80%.  This position reports to the Northeast Managing Director.

Please be aware that SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” (the “Rule”) may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI’s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.

While performing the duties of this job, the work environment may require an individual to move around the office and from building to building which may expose the individual to outside weather conditions. The individual must be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.

Responsibilities:

• ·         Prospect, plan and call on existing or potential clients within an assigned territory to maximize sales opportunities.
• ·         Accountable for individual sales goals associated with assigned territory, which includes product penetration, media, subscription, and consumer network goals.
• ·         Complete required contracts and paperwork for order submission following established company policies.
• ·         Provide clients with order information as needed or as requested (i.e. providing exposures status).
• ·         Create and/or customize client presentations using available templates and presentations tools (MS Power Point, screen captures).
• ·         Complete and submit sales reports on a timely basis following established division guidelines. Continuously improve knowledge of hotel industry by keeping abreast of changes in the market.
• ·         Continuously improve knowledge of TravelCLICK product offering (core and new).

Requirements:

• Ability to prospect and match product solutions to client needs in an assigned territory.
• Ability to apply negotiation skills to a variety of sales situations.
• Ability to ask relevant questions to uncover needs, identify closing barriers and overcome objections.
• Effective presentation skills under a variety of conditions (one-on-one, group, team).
• Manages own schedule and workflow resolving questions and issues with Region Director.
• Conceptual knowledge of GDS and reservations processing a plus.
• Hotel industry knowledge, a plus? Ability to communicate with all levels of management within a client and TravelCLICK’s organization.
• Ability to manage and maintain a prospect pipeline which follows division prospecting requirements.
• Excellent communication skills (written and oral).
• Ability to identify and capture market/client trends and communicate findings to management.
• Capable of managing a database of contacts, identifying decision-makers and setting appointments with high level managers.

 Computer Skills:

• Proficient with MS PowerPoint
• MS Word
• MS Excel
• MS Outlook.

Experience:

• 3-5 Years
• 4 Year Degree

Travel :

• ·         Up to 50%