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Sei Investments Work Values
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Daily Duties at Sei Investments:
Managed a four state territory located in upper Midwest consisting of $2.3 billion in investment assets and 900+ independent financial advisory firms. External relationship manager responsible for growing territory assets, communicating financial services best practices, and client firm practice management consulting. Leveraged corporate resources and collaborated with internal subject matter experts to deliver solution based products and services, one-on-one and group presentations, and support high net worth case analysis and solution design.
What they like about Sei Investments:
Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.
Tags
Wealth Management, Investment Advisor, Wholesaler, Territory Management, Strategic, Relationship Management, Product Knowledge, Retirement, Advisory, Mutual Funds, Private Asset Management, Managed Accounts, IRAs, Analytic, Consultative, Persuasive, Coach, Mentor, Technical Knowledge, Expert Communicator
Skills
Consultative sales, Relationship management, Product knowledge, Coach/Mentor, Innovative problem solver, Communicator, Leadership, Collaborative, Team oriented, Trusted advisor, Strategic planning, Educator, Sophisticated financial planning, Advice-based solutions, One-on-one high net worth consulting, Practice management consulting, Group presentations, Client account administration, Product cross sale, Regulatory compliance
Information about Sei Investments
Company Rank: Not Available
Average length of employment : 4 years
Average salary of employees: $150,000
These are some of the questions we asked our climbers about their experiences with Sei Investments:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Sei Investments had these interests:
| Books | |
|---|---|
Lords of Finance: The Bankers Who Broke the World |
Historical account of four key central bankers during pre- and post World War I until the US Stock Market Crash of 1929. |
| Websites | |
| Thoughts From the Frontline http://www.frontlinethoughts.com |
Financial and Economic News, Analysis, and Research |
| CNBC http://www.cnbc.com |
Business news, Financials, and Corporate Earnings |
| LinkedIn http://www.linkedin.com/pub/kei-alo/1/935/4a1 |
Professional social network and information sharing. |
