Business Development Director

Overview

Business Development Director leading new producing advisor acquisition, onboarding, activation and territory management for the RIA channel of SEI's Wealth and Advisor business, reporting to the Managing Director.

What you'll do

• Lead business development and territory management for predominantly SEC-registered RIA firms in the RIA channel of SEI's Wealth and Advisor Business.
• Work in coordination with partner Account Executive to drive territory strategy planning and growth.
• Lead and mentor a junior Sales professional.
• Deliver the entire SEI ecosystem, encompassing custody, technology and investment management, driving net new business growth results.
• 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, motivating prospective-clients to embrace change and transition business.
• Generate new interest and prospective-client leads, and manage the development of inorganic leads through the sales process.
• Proactively engage clients and prospective-clients through in-person meetings, online meetings, telephone and email, and in-person and virtual presentations to drive sales agendas and support advisor-client 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.

What you'll need

• 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 a related field.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Strong knowledge of RIA custody and technology platforms, a strong network of relationships in the RIA community, and direct experience influencing business owners in this channel, 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 and virtual one-to-many presentations, live video, recorded video, phone and email.
• Ability to influence decision-making at the highest levels of an organization, 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, and a track record of exceeding goals.
• Excellent written and verbal communication skills with a track record in client relationship management and buyer satisfaction.

Nice to have

• Advanced degree or credentials, specifically in business administration and/or planning areas (MBA and/or CFP®).

Details

• Territory-based role; SEI is seeking expansion to establish new territories in Texas.
• Territory management with up to 80% travel potential.
• Base salary expected to be $100,000 to $150,000, commensurate with experience, plus performance-based sales compensation representing a larger portion of total earnings.
• Offer may be contingent on completing a political contributions questionnaire under SEC Rule 206(4)-5.