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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:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
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. |
