Director, Enterprise Sales & Business Development
Bestow$180,000 - $200,000/year
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Position Overview
- Location Type: Territory-based (Kansas, Missouri, Nebraska)
- Employment Type: Full Time
- Salary: Not specified
This role is a high-profile business development position within SEI’s Advisor business, focused on driving growth in the Independent Broker/Dealer (IBD) channel. The Business Development Director will be the primary client- and prospective-client-facing individual, responsible for new advisor acquisition, onboarding, and activation, as well as territory management. This role reports directly to a Managing Director and collaborates with an Account Executive and various internal teams.
Requirements
- Experience: Minimum of 7 years of experience in financial services client sales and service support.
- Preferred Experience: Direct experience in IBD channel sales.
- Education: Bachelor’s degree in Business, Finance, Economics, or a related field.
- Preferred Credentials: Advanced degree (MBA, CFP®) or relevant credentials.
Responsibilities
- Territory Management: Lead business development and territory management for firms in the Independent Broker/Dealer channel.
- Strategic Planning: Work in coordination with an Account Executive to drive territory strategy planning.
- Market Analysis: Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth.
- Client Relationship Management: Influence the development and acquisition of new advisor-client relationships at all stages of the buying journey.
- Sales Generation: Generate new leads and manage the sales process, including in-person meetings, online meetings, telephone calls, and presentations.
- Solution Education: Educate and persuade clients on SEI’s suite of solutions, focusing on custody, technology, asset management, and business-centric solutions.
- Collaboration: Work with cross-functional teams (Sales, Marketing, Solutions, and Service) to achieve territory growth goals.
Application Instructions
- Not specified in the provided text.
Company Information
- Company: SEI
- Business Unit: Advisor
- Role: Business Development Director
Skills
Financial Services Client Sales
Client Relationship Management
Territory Management
Market Analysis
Sales Process
Solution Education
Strategic Planning
Cross-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