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At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
SEI’s Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team!
In this high-profile business development role, this professional will be the most prominent client- and prospective-client-facing individual—responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management—to drive the continued growth of assets and relationships in the Independent Broker/Dealer (IBD) channel of SEI’s Advisor business.
This is an excellent opportunity for an accomplished sales and client experience specialist who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships.
This role reports to the Managing Director of the West Region, and works directly with a dedicated Account Executive and cross-functionally across the Sales, Marketing, Solutions and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory.
This role is territory-based, covering a territory that includes a variety of states across the Western U.S., specifically in the Pacific Northwest.
What you will do:
• Lead business development and territory management for firms in the Independent Broker/Dealer channel.
• Work in coordination with partner Account Executive to drive territory strategy planning.
• Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth.
• Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey.
• Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.
• Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while also managing the development of inorganic leads through the sales process.
• Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health.
• Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions.
What we need from you:
• A minimum of 7 years of experience in financial services client sales and service support, with direct experience in IBD channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or in a related field.
• Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Extensive experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email.
• Ability to influence decision-making at the highest levels of an organization, while performing with a client-first mentality, and an established background in consultative sales.
• Consistent record of performance in territory management—both in strategic planning, execution, and travel—with outstanding time-management, organizational and mentor skills, plus the track record of exceeding goals.
• Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction.
• This position includes territory management and up to 80% travel potential.
What we would like from you:
• 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
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 / affirmative action 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.
