Business Development Director

Overview

SEI is hiring a Business Development Director to lead business development and territory management for predominantly SEC-registered RIA firms, with a new territory in Chicago, Illinois.

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 the 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, email, and in-person and virtual presentations to drive sales agendas and support advisor-client engagement health.
• Educate and persuade clients, through mastery of SEI's suite of solutions, 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.
• 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.
• Strong network of relationships in the RIA community.
• Direct experience influencing business owners in the RIA channel and delivering custody/technology and business-centric advice.
• Extensive experience in multi-channel communication, including face-to-face, 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, both in 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

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

Details

• Location: Chicago, Illinois territory (location line: USA - Remote - IL).
• Territory-based role with up to 80% travel potential.
• Reports directly to the Managing Director and works with a dedicated Account Executive and cross-functionally across Sales, Marketing, Product and Service.
• 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.