Business Development Director at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Minimum of 7 years of experience in financial services client sales and service support, with direct experience in RIA channel sales
Bachelor’s degree in Business, Finance, Economics or a related field
Advanced degree or credentials, specifically in 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
Strong knowledge of RIA custody and technology platforms
Strong network of relationships in the RIA community
Direct experience in influencing business owners in the RIA channel and delivering solutions

Responsibilities

Lead business development and territory management for predominantly SEC-registered RIA firms in the RIA channel of SEI’s Wealth Advisor Business
Deliver the entire SEI ecosystem, encompassing custody, technology, and investment management, driving net new business growth results
Work in coordination with partner Client Experience Associate to drive territory strategy planning and growth; lead and mentor this junior Sales professional
Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, with a focus on penetrating existing firm-clients with broader SEI solutions to increase share of wallet
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 transition business
Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while managing the development of inorganic leads through the sales process
Proactively engage clients and prospective-clients via in-person meetings, online meetings, telephone, 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
Serve as part of the front-line for receiving and assimilating client feedback, helping to drive the vision, development, and improvement of SEI’s RIA experience, platform, and services

Skills

Business Development

Sales

Territory Management

Relationship Management

Account Management

RIA Channel

SEC-Registered RIAs

Client Onboarding

Wealth Management

Investment Advisory

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.

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