Find Financial planning advisor Jobs in Celbridge, Ke

Relationship Manager
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- In-person
- Annual leave
8d
Finance ERP Transformation Director, Government & Public Services
Deloitte —Dublin, County Dublin
- €110,500 a year
- Full-time
- Oracle
- ERP systems
- AI
13d
Manager - Health Consulting - Advisory
PwC —Dublin, County Dublin
- Full-time
- Management
- Project management
- Analytics
Manager, Fund Accounting
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- Mentoring
- Annual leave
8d
Assurance - Internal Audit Senior Manager (Financial Services)
PwC —Dublin, County Dublin
- Full-time
- Bachelor's degree
- Accounting
- Accounting
Oracle Programme Delivery Lead, Hybrid
Deloitte —Dublin, County Dublin
- €90,000 a year
- Full-time
- Hybrid work
- Oracle
- Leadership
8d
Head of Risk & Compliance
Evelyn Partners —Dublin, County Dublin
- €175,000–€185,000 a year
- Full-time
- Hybrid work
- Presentation skills
Quick apply
6d
Forensic Services - Forensic Claims, Investigations and Audit Senior Manager - Deals
PwC —Dublin, County Dublin
- Full-time
- Accounting
- Recruiting
- Leadership
EHR Training Lead
UPMC —Dublin, County Dublin
- Hybrid work
- System design
- Clinic
- Bachelor's degree
- Annual leave
Finance Business Partner
Entegro —Dublin, County Dublin
- Analysis skills
- No degree
- Budgeting
- Annual leave
- Work from home
Consultant, Brand
Teneo —Dublin, County Dublin
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Marketing
- Annual leave
- Work from home
16h
Oracle Project Delivery Manager, Hybrid
Deloitte —Dublin, County Dublin
- €75,000 a year
- Full-time
- Hybrid work
- Oracle
- Leadership
8d
Indirect Tax Compliance Specialist
Primark —Dublin, County Dublin
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Director of Supply Chain Sourcing
Verizon —Dublin, County Dublin
- Bachelor's degree
- Leadership
Sourcing Senior Manager - Device Promotions/Marketing/OEM
Verizon —Dublin, County Dublin
- Master's degree
- Bachelor's degree
- No degree
HealthTech | Senior Manager | Health Consulting | Advisory
PwC —Dublin, County Dublin
- Full-time
- Business development
Swine Specialist
BI AH UK Ltd —Dublin, County Dublin
- Full-time
- Analysis skills
- No degree
- Communication skills
- Annual leave
Senior – Global Statutory Audit
Grant Thornton —Dublin, County Dublin
- Full-time
- No degree
- In-person
- Communication skills
Facilities Manager
Cushman & Wakefield —Dublin, County Dublin
- Weekend availability
- Management
- English
- Microsoft Office
2d
Broker Consultant
Zurich Insurance —Dublin, County Dublin
- Part-time
- No degree
- Communication skills

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Relationship Manager

SEI Investments -
Dublin, County Dublin

Apply Now

Job details

Full-time
8 days ago

Benefits

Tax Saver Scheme
Bike to work scheme
On-site gym
Annual leave

Qualifications

English
Presentation skills
Communication skills

Full job description

SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.

Whilst the parent company has its principal offices in the United States, the SEI Group comprises operating subsidiaries in the EU, UK, Cayman Islands and Canada. The SEI Group’s operations in Ireland are carried out through three entities based in Dublin that conduct the Group’s business of managing proprietary UCITS and AIF funds, as well as providing administration and depositary services to funds established by third party investment managers.

Position Description:

A Relationship Manager at SEI is responsible for growing SEI's business through client service excellence.

Our purpose is to implement and maintain a client experience that attracts and retains clients. You will join a high performing, empowered team within a high growth area of SEI. The role is strategic in nature and requires sophisticated skills to navigate the organisation internally in addition to building and maintain quality relationships with clients and other external stakeholders. The candidate will be ambitious, driven, comfortable being accountable to specific targets and have excellent communication skills – written, verbal and executive. The candidate will be responsible for a portfolio of Alternative clients.

What you’ll do:

Lead and coordinate a firm-wide approach to strategic client management
- Implement institutional-grade client governance framework, including efficient and effective meetings, KPIs and action trackers
- Measure and be accountable to client satisfaction goals
- Drive client service excellence efforts across the organisation
- Provide thought leadership to clients by staying current with market trends and competitor intel

Strategic account planning - create and present annual account plan to senior management that has clear path to wallet share expansion
Represent the voice of the client to all internal SEI stakeholders and act as the trusted voice of SEI to the client
Lead commercial discussions and profitability action plans
Point of escalation for clients and internal teams
Support sales in new business generation & deal closing efforts
Product solutions – feed the product pipeline and stay ahead of client needs to identify potential future revenue streams to meet market needs
Third party relationship management to enhance SEI’s brand awareness with strategic partners
Cultivate excellent working relationships with Operations Management

What you bring to the table:

At least 10 years’ experience in Alternatives funds. Some experience in private markets is preferable
Have a strong knowledge of Alternative fund structures, various Fund domiciles and regulatory requirements
A track record in cross selling and wallet share expansion
Experience in Alternatives Operations is an advantage
Quality driven in everything you do – attention to detail and the highest level in oral, written communication and presentation skills
Strong data management skills
A curious mindset and ability to execute change

Attributes we value:

Strong organisational and collaboration skills
Fluency in English Language (both verbal and written) essential
Energetic, accountable and driven
Positive ‘can do’ attitude with excellent problem-solving skills
Team player
Excellent interpersonal and client service skills
Ability to multi-task, prioritize work and manage time to maximize efficiency and to meet deadlines
Adaptable

Benefits you can expect:

Healthcare for yourself, your spouse and any dependents up to the age of 18 years. Pension Scheme. Tax Saver Travel Benefits. Bike to Work Scheme. On-site Gym with Fitness Classes and 1:1 PT Sessions. Club Supplement. Education Assistance. Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year. Life Assurance. Annual Employee Share Participation Scheme.

We are focused on ensuring a healthy work-life balance and offer hybrid working model and flexible working hours.

SEI is an Equal Opportunity Employer and so much more…

We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.

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 .

Apply Now

Refine Your Search

financial planning advisor jobs in celbridge, ke

Relationship Manager

Finance ERP Transformation Director, Government & Public Services

Manager - Health Consulting - Advisory

Manager, Fund Accounting

Assurance - Internal Audit Senior Manager (Financial Services)

Oracle Programme Delivery Lead, Hybrid

Head of Risk & Compliance

Forensic Services - Forensic Claims, Investigations and Audit Senior Manager - Deals

EHR Training Lead

Finance Business Partner

Consultant, Brand

Oracle Project Delivery Manager, Hybrid

Indirect Tax Compliance Specialist

Associate Director of Supply Chain Sourcing

Sourcing Senior Manager - Device Promotions/Marketing/OEM

HealthTech | Senior Manager | Health Consulting | Advisory

Swine Specialist

Senior – Global Statutory Audit

Facilities Manager

Broker Consultant

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