Professional Services – Sales Executive, Business Process Services at SEI

Oaks, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Wealth Management, Asset ManagementIndustries

Requirements

Minimum of 8 years of experience in successful business development in banking, wealth management, or professional services industries
Strong consultative selling and relationship-building skills
Proven track record in wealth management operations across front, middle, and back-office functions
Ability to articulate complex service offerings and value propositions
Experience with CRM systems (Salesforce or equivalent)
Excellent communication, negotiation, and presentation skills
Bachelor’s degree in Business, Finance, Economics, or related field preferred
Self-motivated, results-driven, and able to work independently and as part of a team
At least 50% travel required to industry conferences, networking events, prospect or client sites
Familiarity with Agile methodology
Experience with digital transformation or platform migration in wealth management preferred
Embody SEI Values of courage, integrity, collaboration, inclusion, connection, and fun

Responsibilities

Identify and pursue new business opportunities within banking, wealth management, and asset management sectors
Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events
Conduct needs assessments and discovery calls to understand client requirements and align SEI’s Professional Services solutions
Collaborate with solution consultants, marketing, and product teams to develop tailored proposals and presentations
Lead the sales process from initial contact through contract negotiation and closing
Maintain accurate records of activities and pipeline status in CRM
Track market trends and competitor offerings to inform business development strategies
Represent SEI at industry conferences, webinars, and client meetings

Skills

Key technologies and capabilities for this role

SalesBusiness DevelopmentPipeline ManagementNetworkingOutbound CampaignsNeeds AssessmentDiscovery CallsRelationship BuildingStrategic Thinking

Questions & Answers

Common questions about this position

What experience is required for this Sales Executive role?

A minimum of 8 years of experience in successful business development in banking, wealth management, or professional services industries is required, along with a proven track record in wealth management operations across front, middle, and back-office functions.

What key skills are needed for this position?

Strong consultative selling and relationship-building skills, ability to articulate complex service offerings and value propositions, experience with CRM systems like Salesforce, and excellent communication, negotiation, and presentation skills are required.

What is the company culture like at SEI Professional Services?

SEI offers a dynamic, high-performance, forward-thinking culture where contributions directly impact a thriving company, with recent record-breaking financial results and investments in innovation.

What education is required for this role?

A Bachelor’s degree is required.

Is this a remote position, or is there a location requirement?

This information is not specified in the job description.

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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