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SEI ’s Wealth Advisor business is growing the Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team.
In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual—responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management—to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI ’s Wealth and Advisor business. To ensure success, you should carry deep experience and advanced knowledge of the advisor market, particularly in the RIA channel.
This is an excellent opportunity for an accomplished sales and client experience specialist who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships.
This role reports directly to the Managing Director and works with a dedicated Account Executive and cross-functionally across the Sales, Marketing, Product and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the RIA channel of the market.
This role is territory-based, and we’re seeking expansion to establish new territories in California .
What you will do:
Lead business development and territory management for predominantly SEC-registered RIA firms, in the RIA channel of SEI ’s Wealth and Advisor Business.
Work in coordination with partner Account Executive to drive territory strategy planning and growth. In addition, lead and mentor this junior Sales professional.
Deliver the entire SEI ecosystem, encompassing custody, technology and investment management, driving net new business growth results.
Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, with a focus on penetrating existing firm-clients with broader SEI solutions to increase share of wallet.
Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey.
Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and transition business.
Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while also managing the development of inorganic leads through the sales process.
Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health.
Through mastery of SEI ’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI , across custody, technology, asset management and business-centric solutions.
What we need from you:
A minimum of 7 years of experience in financial services client sales and service support, with direct experience in RIA channel sales.
Bachelor’s degree in Business, Finance, Economics or in a related field.
Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred.
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
Strong knowledge of RIA custody and technology platforms, strong network of relationships in the RIA community, as well as direct experience in influencing business owners in this channel and delivering both custody/technology and business-centric advice and influence.
Extensive experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email.
Ability to influence decision-making at the highest levels of an organization, while performing with a client first mentality, and an established background in consultative sales.
Consistent record of performance in territory management—both in strategic planning, execution, and travel—with outstanding time-management, organizational and mentor skills, plus the track record of exceeding goals.
Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction.
This position includes territory management and up to 80% travel potential.
What we would like from you :
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information: www.seic.com
Compensation:
The base salary for this position is expected to be $100,000 to $150,000, commensurate with experience, with additional performance-based sales compensation that represents a larger portion of total earnings .
Please be aware that SEC Rule 206(4)-5 “Political Contributions by Certain Investment Advisers” (the “Rule”) may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI , a completed questionnaire regarding political contributions made by you
and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI ’s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your
rejection or dismissal from employment.
SEI ’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI .
The position title reflected in this job description is aligned with SEI 's current internal job architecture. As part of SEI 's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI , we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
