Business Development Director

September 15

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SEI

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Investment processing • Fund processing • Investment management

1001 - 5000

Description

• Lead business development and territory management for firms in the independent Broker/Dealer channel • Work in coordination with partner Internal 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

Requirements

• A minimum of 7 years of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer 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.

Benefits

• healthcare (medical, dental, vision, prescription, wellness, EAP, FSA) • life and disability insurance (premiums paid for base coverage) • 401(k) match • education assistance • commuter benefits • up to 11 paid holidays/year • 21 days PTO/year pro-rated for new hires which increases over time • paid parental leave • back-up childcare arrangements • paid volunteer days • a discounted stock purchase plan • investment options • access to thriving employee networks and more