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SEI ’s Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for presenting new opportunities across SEI ’s Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design.
This is an excellent opportunity for someone who is a strategic thinker, relationship builder, and is passionate about helping clients achieve technological and operational transformation. This role will work cross-functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization.
Why you should join our team:
Joining SEI Professional Services means becoming part of a company that’s not just growing — it’s thriving. SEI recently reported record-breaking financial results, including an 8% increase in revenue to $578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over $100 million in net new sales events year-to-date, SEI is expanding its footprint and investing in innovation across its business lines.
For a sales executive like you, this translates into a dynamic environment full of opportunity — where your contributions directly impact a company on the rise. At SEI , you’re not just selling services; you’re helping clients transform their businesses while growing your own career in a high-performance, forward-thinking culture. Learn more at ir.seic.com.
Key responsibilities include, but not limited to:
Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
Make outbound calls to prospective clients to generate interest in SEI ’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
Respond to sales-related inquiries from a dedicated subset of existing clients.
Master SEI ’s Professional Services portfolio and educate prospective clients on its service offerings.
Maintain accurate records of interactions and pipeline status in CRM.
Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
Pipeline Contribution: ~$2.5-3.5M annually
What we need from you:
A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
Proven track record of successful proactive lead generation and sales experience
Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
Outstanding time-management and organizational skills, with a track record of exceeding expectations.
Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
Experience with CRM systems (Salesforce or equivalent).
This position will require at least 50% travel for prospect and client engagements.
Familiarity with Agile methodology
Experience with digital transformation or platform migration in wealth management preferred
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
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.
