[Remote] Business Development Director at SEI

Washington, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Minimum of 7 years of experience in financial services client sales and service support
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
Ability to influence decision-making at the highest levels of an organization
Consistent record of performance in territory management
Excellent written and verbal communications skills
Track record in client relationship management and buyer satisfaction

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
Generate new interest and prospective-client leads
Manage the development of inorganic leads through the sales process
Proactively engage clients and prospective-clients through in-person meetings, online-meetings, telephone and email
Educate and persuade clients on SEI’s suite-of-solutions
Travel up to 80% of the time to support territory growth goals

Skills

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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