Business Development Director, SEI Wealth Platform at SEI

London, England, United Kingdom

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, Private BankingIndustries

Requirements

Proven track record in a new business development role involving developing and managing executive-level relationships in a financial services environment, including technical sales, solution development, and new business development
Understanding of the UK Wealth Management market, including technology, operations, and asset management, with a strong network within the market
Experience and understanding of procurement or decision-making processes within various Wealth Managers, proven experience influencing decisions, dealing with senior executives, and maintaining high activity levels to meet sales targets
Proven success in managing and closing high-value outsourcing arrangements involving wealth management technology, operations, and/or asset management
Experience in cold calling, networking, developing new relationships, and various other prospecting techniques

Responsibilities

Establish, build, and close new business sales opportunities with a focus on the UK market, targeting wealth managers such as Private Banks, Advisers, and Private Client Investment Managers
Maximize current relationships and develop new ones through prospecting target clients, executing a consultative sales process, and closing new business
Conduct continual proactive lead generation through research and networking to identify and engage prospects, positioning SEI and the SEI Wealth Platform (SWP)
Research and prepare for initial prospect meetings, set execution strategy, progress further meetings, identify unique buying needs, and execute sales strategy through to deal closure
Attend networking and industry events, provide insightful market intelligence, maintain communication on prospects and progress, and develop knowledge of industry trends, regulatory changes, and market forces
Liaise with internal business areas (Marketing, Solutions, PMO, legal, and Relationship Managers) to ensure client needs are met and contribute to developing solutions and products
Support smooth transition of prospects to relationship and client service teams after finalizing contractual relationships
Identify, assess, and control risks; maintain understanding of policies, procedures, risk appetites; escalate and record risk incidents; complete required Risk Management training

Skills

Business Development

Sales

Networking

Consultative Selling

Lead Generation

Prospecting

Relationship Management

Market Intelligence

Wealth Management

Private Banking

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.

Land your dream remote job 3x faster with AI

Try Jobo Free