[Remote] Business Development Director at SEI

Washington, 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, Investment Advisory, Broker/DealerIndustries

Requirements

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
Ability to manage territory including Northern California, Idaho, Oregon and Washington, with up to 80% travel potential

Responsibilities

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
Oversee the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory, driving territory growth goals

Skills

Key technologies and capabilities for this role

Business DevelopmentSalesTerritory ManagementClient Relationship ManagementAccount ManagementMarket AnalysisCompetitor AnalysisStrategic PlanningBuyer InfluenceOnboarding

Questions & Answers

Common questions about this position

What experience is required for the Business Development Director role?

A minimum of 7 years of experience in financial services client sales and service support is required, with direct experience in IBD channel sales strongly preferred. A Bachelor’s degree in Business, Finance, Economics or a related field is needed, and an advanced degree or credentials like MBA or CFP® are preferred.

Is this a remote position or does it require travel?

This is a territory-based role covering Northern California, Idaho, Oregon, and Washington, involving in-person meetings, online-meetings, telephone, email, and presentations.

What does the team structure look like for this role?

The role reports directly to a Managing Director and works with a dedicated Account Executive, collaborating cross-functionally across Sales, Marketing, Solutions, and Service organizations.

What is the salary or compensation for this position?

This information is not specified in the job description.

What makes a strong candidate for this Business Development Director position?

Accomplished sales and client experience specialists with 7+ years in financial services, preferably IBD channel sales, a relevant degree, and advanced credentials like MBA or CFP® who are passionate about leading change and building long-lasting partnerships stand out.

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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