Business Development Director - UK Institutional, Asset Management at SEI

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Financial ServicesIndustries

Requirements

Experience in business development, ideally within the asset management industry
Ability to develop and maintain strong client relationships
Enterprise-first mindset
Cross-selling capabilities – ability to promote and integrate various SEI services (technology and operations)
Familiarity with FCA requirements and financial promotions regulations

Responsibilities

Initiate and develop asset management relationships with Family Offices
Achieve new business asset and revenue targets
Create, manage, and execute territory go-to-market and sales plans
Deliver high levels of activity to achieve goals
Clearly and effectively present SEI’s investment and business proposition
Evaluate and recommend improvements to support growth
Identify opportunities to introduce and cross-sell other SEI services, including technology and operations capabilities
Effectively work with asset management Solutions and Marketing teams
Keep current with market conditions, regulations, SEI products and services, and maintain ongoing communication with clients
Adhere to all relevant FCA requirements and complete necessary training
Familiarize yourself with Financial Promotions regulations and ensure compliance of promotional materials
Participate in ad-hoc projects as required
All SIEL employees are responsible for risk identification and control

Skills

Business Development

Asset Management

Client Relationships

Cross-Selling

FCA Compliance

Financial Promotions

Sales Planning

Family Offices

Market Analysis

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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