Business Development Director

Overview

Business Development Director for SEI's Wealth Advisor business, leading new producing advisor acquisition, onboarding and activation, and territory management within the Registered Investment Adviser (RIA) channel. This territory-based role is expanding into new territories in California.

What you'll do

• Lead business development and territory management for predominantly SEC-registered RIA firms.
• Work with the partner Account Executive to drive territory strategy planning and growth.
• Lead and mentor a junior Sales professional.
• Deliver the entire SEI ecosystem, including custody, technology and investment management, to drive net new business growth.
• 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 of the buying journey.
• Shape and implement growth agendas that motivate prospective clients to embrace change and transition business.
• Generate new interest and prospective-client leads, and manage inorganic leads through the sales process.
• Proactively engage clients and prospective clients through in-person and online meetings, telephone, email, and in-person and virtual presentations.
• Educate and persuade prospective clients, through mastery of SEI's suite of solutions, across custody, technology, asset management and business-centric solutions.
• Collaborate cross-functionally with the Sales, Marketing, Product and Service organizations.

What you'll need

• A minimum of 7 years of experience in financial services client sales and service support.
• 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.
• Extensive experience in multi-channel communication, including face-to-face interactions, in-person and virtual one-to-many presentations, live and 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, including strategic planning, execution and travel, with outstanding time-management, organizational and mentoring 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

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

Details

• Location: USA, remote, California.
• Territory management with up to 80% travel potential.
• Reports directly to the Managing Director and works with a dedicated Account Executive.
• 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.