[Remote] Bank Asset Management Distribution Leader at SEI

United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Banking, Financial ServicesIndustries

Requirements

Bachelor's degree in finance, economics, business administration, or a related field (preferred)
Advanced certifications such as CFA or CFP (preferred)
Minimum of 10 years of experience in retail banking, investment management, and sales (preference for 15+ years in wealth and asset management)
Experience in selling investment products to banks and specific products preferred by different bank types, both home offices and branch advisors
Proven leadership in selling into multi-billion-dollar portfolios and diverse client bases
Deep understanding of financial markets, investment vehicles, and regulatory environments
Demonstrated success in business development and client relationship management
Proven experience in leading and managing sales teams
Strong business acumen and deep understanding of investment products and financial markets
Excellent leadership, communication, and interpersonal skills
Proven ability to develop and execute successful sales strategies
Highly analytical, able to interpret financial data and market trends for data-driven decision-making

Responsibilities

Lead, mentor, and develop cross-functional teams to deliver innovative investment solutions (individual solutions and model portfolios) to bank trust and bank wealth businesses regulated by OCC, FINRA, or SEC
Build and develop cross-functional teams to deliver investment solutions and support transformation of traditional trust departments into integrated wealth management businesses, aligning needs of bank “agency”, “RIA”, or “broker dealer” driven wealth businesses with SEI's investment capabilities
Set sales targets and drive team performance to achieve defined goals
Focus on talent development, including conducting performance reviews and supporting career growth, with emphasis on performance management for net new business and net new fee revenue growth
Develop and implement strategic sales plans to drive investment product sales
Focus on new business acquisition, client retention, and growth of new production
Drive consistent net new asset sales growth, integrate customized investment solutions, and deepen fiduciary partnerships across diverse client segments
Build and maintain relationships with clients, internal stakeholders, and external partners
Identify and capitalize on market opportunities and trends
Support business expansion and development of new client relationships
Ensure all sales activities comply with FINRA, SEC, state, and company policies and regulations
Establish Key Performance Indicators (KPIs) and reporting frameworks to monitor sales performance
Review and refine sales processes to increase efficiency and maximize customer experience
Provide regular updates on sales performance to senior leadership
Work closely with leaders of bank technology, custody, and business processing leadership, strategy, and sales teams to expand institutional client base and assets under management through national, regional, local, and community bank trust and wealth partnerships

Skills

Key technologies and capabilities for this role

Team LeadershipSales StrategyInvestment SalesClient Relationship ManagementRevenue GrowthPerformance ManagementTalent DevelopmentStrategic PlanningComplianceWealth ManagementAsset ManagementCross-functional Collaboration

SEI

Business and technology management consulting firm

About SEI

SEI provides consulting services focused on business and technology management. The firm works with clients to implement customized solutions and manage critical projects, particularly in sectors like healthcare. SEI's consultants collaborate closely with clients to tackle urgent and complex challenges, ensuring that each solution is specifically designed to meet the client's needs. Unlike many competitors, SEI is employee-owned, which fosters a strong commitment to client success and service quality. The company's goal is to enhance organizational performance through effective technology use and strategic planning, while also expanding its presence in various locations, including a new office in Charlotte.

Cincinnati, OhioHeadquarters

1992Year Founded

$705.3KTotal Funding

EARLY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

501-1,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition from AI-adopting firms challenges SEI's market position.

Economic uncertainties may reduce budgets for consulting services, impacting SEI's revenue.

Rapid technological changes require continuous adaptation, straining SEI's resources.

Differentiation

SEI is employee-owned, enhancing commitment and service quality.

SEI offers tailored solutions, ensuring client-specific business and technology strategies.

SEI has a strong presence in multiple locations, including a new Charlotte office.

Upsides

SEI benefits from increased demand for digital transformation consulting post-pandemic.

Growing interest in employee-owned models boosts SEI's employee engagement and retention.

SEI's partnership with Canoe enhances its alternative investment data management capabilities.

Land your dream remote job 3x faster with AI

Try Jobo Free