Director, Enterprise Sales & Business Development
Bestow- Full Time
- Senior (5 to 8 years)
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.
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.
Business and technology management consulting firm
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.