Lead business development and territory management for predominantly SEC-registered RIA firms, in the RIA channel of SEI's Wealth Advisor Business.
Deliver the entire SEI ecosystem, encompassing custody, technology and investment management, driving net new business growth results.
Work in coordination with partner Client Experience Associate to drive territory strategy planning and growth. In addition, lead and mentor this junior Sales professional.
Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, with a focus on penetrating existing firm-clients with broader SEI solutions to increase share of wallet.
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 transition 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.
Serve as part of the front-line for receiving and assimilating client feedback, helping to drive the vision, development and improvement of SEI's RIA experience, platform and services.
What we need from you:
A minimum of 7 years of experience in financial services client sales and service support, with direct experience in RIA channel sales.
Bachelor's degree in Business, Finance, Economics or in a related field.
Advanced degree or credentials, specifically in the business administration and/or planning areas-MBA and/or CFP®-preferred.
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
Strong knowledge of RIA custody and technology platforms, strong network of relationships in the RIA community, as well as direct experience in influencing business owners in this channel and delivering both custody/technology and business-centric advice and influence.
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 70% travel potential.
What we would like from you:
Someone who will embody our SEI Values of courage, integrity
Benefits
Health insuranceVision insurance
Additional Information
SEI's Wealth Advisor business is growing the Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team.
In this high-profile and high-visibility business development role, you will be the most prominent client- and prospective-client-facing individual for the Registered Investment Adviser (RIA) business' new client relationships-responsible for new firm acquisition, onboarding, and activation, as well as territory management, predominantly for SEC-registered RIAs-to drive the continued growth of assets and relationships in the RIA channel of SEI's Wealth Advisor business. To ensure success, you should carry deep experience and advanced knowledge of the advisor market, particularly in the RIA channel.
This is an ideal opportunity for an accomplished sales professional who is passionate about influencing change and managing complex relationships, and whose business development, consulting and buyer-influencing skills will continue to expand long-lasting client partnerships.
This role reports to the Managing Director of the RIA Channel and works directly with a dedicated Client Experience Associate and cross-functionally across the Sales, Marketing, Product and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the SEC-registered RIA segment of the market.
Seic · Usa, PA