SEI Private Wealth Management helps individuals and families build and execute wealth management strategies based on their unique goals. By leading clients through our proprietary discovery process, SEI helps them identify, articulate and prioritize goals; track financial resources; and organize those resources against their stated goals. SEI tracks clients’ progress towards their goals so they are empowered to make effective and impactful decisions around their wealth. 

What you will do:

SEI Private Wealth Management is a business unit of SEI, which delivers an innovative and complete wealth management offering to individuals and families that have a net worth exceeding $10 million. Solutions include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting and Score Carding.

The New Business Development professional’s ability to leverage your experience and understanding of the needs of our target market are essential to successfully communicate the SEI Private Wealth Management value proposition. Networking skills are preeminent.

What we need from you:

Bachelors degree required

A minimum of 7 years of experience

A strong desire to be out in the field with prospects and networks

Proven experience in dealing with ultra-high net worth individuals and families

Series 65 required

Demonstrated ability to establish and manage a prospect pipeline, drive an agenda, think strategically, create and adapt to any situation

What we would like from you:

Strong presentation skills and ability to conduct in person meetings effectively.

Excellent communication and influencing skills

Self-starter who is comfortable working in a dynamic environment

Excellent written and verbal communication skills.

Strong organization and time management skills 

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/

The base salary pay for this role is $150,000 - $175,000 per year.

This position will also be eligible to earn sales compensation based on sales each year, subject to company approval. 

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 / affirmative action 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.