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Sales Director, Alternative Investment Funds

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
September 12, 2022

When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.

Investment Manager Services, a division of SEI, provides total operations outsourcing solutions to global investment managers and is a leading provider of accounting and administrative services to the investment management industry. Sales Director will focus on selling SEI's complete outsourcing services to investment managers. This position will be responsible for managing a sales process for our service offering, developing a pipeline, managing client relationships and providing input as to the future direction of our business in the this market.

What you'll do:

  • Execute on sales plan
  • Identify, qualify and pursue new business prospects
  • Generate proposals and quotes
  • Work with internal and external counterparts to close sales
  • Build and maintain credible relationships with prospects, clients and industry "Centers of Influence"
  • Develop and maintain a working knowledge of fund industry
  • Develop and support sales presentation and design
  • Create and manage sales pipeline
  • Analyze sales territory and provide strategic plan
  • Conduct competitor analysis
  • Maintain contact with all firms in database to uncover new opportunities
  • Participate in regular team sales meetings and training
  • Maintain and demonstrate understanding and knowledge of prospect's business needs and SEI's services and solutions
  • Coordinate and manage the RFP process
  • Attend industry conferences, seminars and trade shows
  • We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career

What you bring to the table:

  • BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. JD Preferred
  • Minimum 10 years of experience in the Financial Services industry.
  • Knowledge of investment management compliance matters.
  • Alternative Investment Product knowledge required.
  • Experience in managing sales process from lead generation to relationship management.
  • Experience with Miller Heiman or comparable 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.

Attributes we value:

  • A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
  • 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.
What you can expect from us:
We are a technology and asset management company delivering on our promise of building brave futuresSM-for our clients, our communities, and ourselves. Whether you're in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.

Without people, it's just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfilment.

And inclusion isn't just a buzz word for us-it's at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It's the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients' most complex challenges.

Six core values are the foundation of SEI's culture. Care for our clients, communities, investors, and each other drives our commitment to these values.
  • Courage: We think and act like owners, embracing risk to drive growth for our clients and company.
  • Integrity: We do what we say and act with transparency (because it's the right thing to do).
  • Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter.
  • Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves.
  • Connection: We build lasting relationships through which we learn, grow, and succeed.
  • We have Fun.
Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.

SEI is an Equal Opportunity Employer and so much more...

After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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.

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