SEI Investments Company

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Business Development Executive

at SEI Investments Company

Posted: 8/12/2019
Job Reference #: 18098
Categories: Sales

Job Description

Job ID #: P28625


Oaks, PA

Position Category:




Employment Type:


Education Required:

Bachelors Degree

Experience Required:

Minimum of 5 years

Relocation Provided:

Travel Percentage:

Position Description

Position Description

SEI is looking for a Business Development Executive to join our team. The key objectives of this position include:

What you'll do:

o Establish, build, and close new business sales opportunities for SEI’s wealth manager platform solutions within the Independent RIA market (specifically targeting unaffiliated firms with $1-20B+ in AUM positioned as wealth advisors).

o Qualify and manage sales opportunities to ensure tight alignment with SEI’s solution deliverable, sales strategy, financial commitment expectations, and market reputation.

o Lead the coordination process with SEI’s Legal from a business perspective to ensure the successful completion of contracts.

o Ensure smooth transition of the prospect relationship to the relationship team once the contracted relationship has been finalized.

o Effectively manage a broad market territory for long term business success over a multi-year time horizon.

o Contribute to the development of SEI on a strategic level in terms of development of relationships, solutions and process both internally and externally that relate to new business development within the Independent RIA market.

o Network and pursue new business development opportunities within an assigned territory.

o Engage prospective target clients, develop relationships, manage RFPs, execute a consultative sales process, and close new business.

o Attend networking and industry events in the pursuit of new business development opportunities.

o Liaise with other business units internally (marketing, solutions, PMO, legal and relationship managers) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remain leading edge.

o Work with the Unit Leader to achieve and deliver on sales targets and objectives.

o Provide up-to-date prospecting information such as call reports, presentations, business proposals and contract agreements via our sales tracking technology.

Position Requirements

What you bring to the table:

o A minimum of 5 years of complex outsourcing sales and relationship management experience

o A minimum of 5 years demonstrated / proven track record specifically with new business development

o Demonstrated success explicitly developing and managing “C-Level” relationships within the financial services industry.

o Current, demonstrated success selling to or working with the RIA industry, including technical sales, solution development, and/or new business development

o Demonstrated success cold calling, networking, developing new relationships and various other prospecting techniques within a consultative sales process.

o Proven success in managing and closing high value outsourcing arrangements.

o Strong understanding of the RIA market, wealth management technology, and the procurement or decision making process within large RIA’s.

o Proven experience of influencing the decision, dealings with senior executives within prospect organizations and ability to maintain high level of activity to meet aggressive sales targets.

Attributes we value:

o Excellent problem solving, organizational and analytical skills with outstanding communication, interpersonal and presentation skills both verbal and non-verbal.

o Strong work ethic focused and committed to success.

o An existing and proven contact list within the specific market or territory would be a plus.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

SEI is an Equal Opportunity Employer and so much more…

After 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 Oaks, PA office encompasses 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.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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