The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. As a Sales Director, you will take personal ownership over the sales, lead generation, and providing input as to the future direction of our business in this market.  You must have exemplary client-facing communication skills, a focused attention to detail, and enthusiasm for serving as an integral member of our sales team.

What you will do:

›     You will execute on assigned marketing and sales plans.

›     You will identify, qualify and pursue new business prospects.

›     You will generate proposals and quotes, while working with internal and external counterparts to close sales.

›     You will build and maintain credible relationships with prospects, clients and industry "Centers of Influence".

›     You will develop and support sales presentation and design, along with creating and managing the sales pipeline.

›     You will analyze the sales territory and provide a strategic plan.

›     You will coordinate and manage the RFP process.

›     You will maintain contact with all firms in territory to uncover new opportunities. You will participate in regular team sales meetings and trainings.

›     You will maintain and demonstrate understanding and knowledge of prospect's business needs and SEI's
services and solutions.

›      We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions and industry conferences, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients.  We see your role as a partnership to our business and want to recognize your contributions.

What we need from you:

›        B.S. /B.A. in Finance, Marketing or related field.

›        5+ years of experience in the Financial Services industry.

›        Knowledge of investment management operations.

›        Experience in managing sales process from lead generation to relationship management is a plus.

›        Experience with Miller Heiman strategic selling process a plus.

›        Adaptable to manage fast-paced, challenging sales environment

›        Excellent interpersonal skills.

›        Strong organizational skills.

›        Excellent communication and influencing skills.

›        Strong analytical and critical thinking skills.

›        Strong PowerPoint, Excel, Word and Internet skills.

›        Extensive travel is required.

What we would like from you :

›        A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.

›        Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.  

›        Positivity and genuine interest in assisting both colleagues and clients.

›        Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. 

›        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 / 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.