Note: The job is a remote job and is open to candidates in USA. SEI is a technology and asset management company delivering investment processing, investment management, and investment operations solutions. The Business Development Director will lead business development, territory management, advisor acquisition, onboarding, activation, and relationship growth for firms in the Independent Broker/Dealer channel, covering Ohio and Kentucky.
Responsibilities
- Lead business development and territory management for firms in the Independent Broker/Dealer channel
- Work in coordination with partner Account Executive to drive territory strategy planning
- Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth
- 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 convert 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
Skills
- A minimum of 7 years of experience in financial services client sales and service support, with direct experience in IBD channel sales strongly preferred
- Bachelor's degree in Business, Finance, Economics or in a related field
- Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days
- 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
- Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred
Benefits
- Performance-based sales compensation plan that represents a larger portion of total earnings.
- Comprehensive care for physical and mental well-being.
- Strong retirement plan.
- Tuition reimbursement.
- Support for working parents.
- Flexible Paid Time Off (PTO).
- 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.
- Discounted stock purchase plan.
- Investment options.
- Access to thriving employee networks.
Company Overview
Company H1B Sponsorship