SEI

Business Development Director

Kansas, United States

SEI Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

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

Responsibilities

The Business Development Director will lead business development and territory management for firms in the Independent Broker/Dealer channel, working in coordination with an Account Executive to drive territory strategy planning. They will analyze market data, trends, and consumer preferences to optimize client and territory growth, influence the development of new advisor-client relationships, and generate new leads through various engagement methods. Furthermore, they will proactively engage clients and prospective clients, educate them on SEI’s solutions, and shape growth agendas to motivate clients to embrace change and convert business.

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.

Key Metrics

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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