The Sales Director will be a key member of the SEI Access Platform Sales Team, focusing on new RIA, Broker-Dealer and Private Bank client acquisition and relationship management. The primary purpose of this position is to fill the sales funnel with qualified opportunities, to win new distributor accounts for the Platform and to ensure we are meeting the needs of firms and their advisors for investing in retail alternatives. This role is directly accountable for all sales activities, including networking (both internally, and externally including remotely and at industry conferences), prospecting, creating presentations, understanding client needs, demonstrating system functionality, creating proposals and presenting contracts and negotiating to win new clients, both remotely and through site visits. The Sales Director will proactively work to develop their sales skills to the next level in this position, partnering closely with sales leadership, successfully selling into the institutional channel.
Responsibilities
Research target firms to identify points of contact and initial engagement strategy.
Follow-up on all incoming leads: website, conferences or internal referrals and client introductions
Sustain a high volume of inbound and outbound prospecting activities.
Qualify new business opportunities and foster relationships with potential customers.
Assist in creating content for sales presentations
Perform discovery calls to identify pain points and contacts while communicating value
Convincingly demonstrate the Platform that shows features and highlights value to financial advisors
Gain commitment (signed contracts and adoption) from RIA, Broker-Dealer and Private Banking firms
Identify product offerings and system features that will increase Advisor adoption
Partner with Product Management and Operations to communicate user requirements and assist in prioritization
Create and implement templates, reports and processes
Enter all data in Salesforce and document open items and unique business requirements
Ensure all sales processes are adhered to especially the transition to client onboarding
Maintain strong internal relationships specifically with other salespeople, marketing, client success, product management and operations
Become knowledgeable of SEI’s brand and the Platform
Perform other ad-hoc duties as directed by the Managing Director
Success Metrics
The Sales Manager will know they are successful by measuring:
Number of new RIA, Broker-Dealer and Private Banking firms signed onto the Platform
Revenue gained from new contracts signed
Retention of firms on the platform including renewals for new annual terms
Number of new advisors setup from firms signed
Transactions and dollar volume realized from firms signed
Qualifications
5+ years in B2B sales or business development
5+ years in the financial industry
Experience at a fintech/wealthtech company
Knowledge of alternative investments
Highly motivated, with a results-driven, growth mindset and strong problem-solving skills.
Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds.
Excellent probing and listening skills with a strong attention to detail.
Excellent time management skills: ability to plan, prioritize and organize
Nimbleness: receptive to feedback and quick to implement
Ability to work in a high growth environment where change is the norm
Self-starter, able to work independently and collaboratively
Experience selling in a remote environment using web conferencing
Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce)
Ability to embrace and contribute to a diverse and inclusive professional environment
Strong desire to be part of something transformative
Willingness to travel 50%
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. https://www.seic.com
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, a hybrid working environment for most roles, 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.
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.