Business Title Sales Support Associate - UK Wealth & Adviser at SEI

London, England, United Kingdom

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Wealth Management, Financial ServicesIndustries

Requirements

Demonstrable experience in a sales or support role within financial services, ideally in Asset Management
Strong interest in investment management with a willingness to learn, along with a basic understanding of financial markets and asset classes
Strong presentation, communication, time management, and organizational skills, with the ability to work independently and collaboratively
Ability to quickly grasp SEI products, services, and technical financial concepts, and effectively convey them to clients and stakeholders
High level of accuracy in administrative tasks, including maintaining CRM records and sales collateral
Proficient in Microsoft Office, particularly Excel and PowerPoint
Hold or working towards IMC qualification (or equivalent), and relevant Bachelor’s Degree (Economics, Business, Maths, Accounting or equivalent)
Willingness to undertake and complete necessary qualifications if not already held
Adherence to FCA requirements and completion of all necessary training within required timeframe
Subject to SMCR certified role functions: Certification - Client Dealing - CD0 (Meeting with Clients); MiFID II - Staff giving information about investment products, investment services or ancillary services

Responsibilities

Assist the sales and relationship management teams with preparing for client meetings, presentations and proposals
Respond to client inquiries related to SEI’s asset management services and funds via phone and email
Support clients through the buying process, provide support and information to clients regarding fund information, marketing literature and investment views
Produce and update sales reports, market intelligence and trend analysis
Maintain and update CRM system – updating for new clients and working with development team on system improvements
Proactively liaise with other internal functions (Investment team, Legal, Compliance, etc) and contribute solutions to resolve client service issues/errors
Support the production and delivery of sales enablement collateral for SEI and partner solutions
Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe
Undertake any other ad-hoc projects as required
Support the team in growing SEI’s UK Asset Management business with IFAs and Wealth Managers
Provide pre and post sales support to SEI’s UK IFA and Wealth Management clients
Help build on SEI’s reputation for enhancing IFA and client experience

Skills

Sales Support

Client Relationship Management

Asset Management

Presentations

Proposals

Client Inquiries

Fund Information

Sales Reports

Market Intelligence

Trend 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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