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Director, Institutional Business Development - Hybrid/Remote

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
November 02, 2022

SEI Family Office Services (FOS) is looking to add a senior business development executive to our team, with experience selling comprehensive technology-based solutions, targeting private wealth management firms, such as Private Banks and Regional Banks. The successful candidate will join a dynamic team and have an opportunity to impact our business.

What you'll do:

Generate new business opportunities for the SEI FOS technology and outsourcing solutions within the wealth management, family office, private banking, and global investment management market segments.

Lead the sales process, from prospecting through close, including lead generation, qualification, client meetings, RFPs, proposal development, contract negotiation and successful closure.

Qualify and manage sales opportunities, to ensure tight alignment with FOS software solutions' capabilities, sales strategy, financial commitment expectations, and market reputation.

Coordinate with SEI's legal team to draft and successfully execute contracts.

Ensure smooth transition of the prospect relationship to the FOS Relationship Management team, once the contracted relationship has been finalized.

Effectively manage a broad market territory for long term business success over a multi-year horizon.

Contribute to the advancement of SEI FOS on a strategic level, through the development of internal and external relationships, solutions and processes that relate to new business development activities, within the wealth management, family office, private banking, and global investment management market segments.

Enhance pipeline by working closely with internal Marketing teams, through prospecting, referrals, and attending networking and industry events, in the pursuit of new business opportunities.

Work with Unit Leadership to achieve and deliver on sales targets and objectives.

Provide up-to-date prospecting information, such as call reports, presentations, business proposals and contract agreements, via our sales tracking technology.

What you bring to the table:

Bachelor's degree in General Business, Finance, Marketing or related field.

5+ years of experience in the Financial Services industry.

Proven track record of:

  • Initiating new relationships and building a pipeline.
  • Developing senior level client relationships.
  • Understanding client needs and identifying new business opportunities.
  • Achieving / exceeding annual sales goals and revenue targets.

Excellent leadership, planning, and time management skills.

High energy, motivation and organization to complete simultaneous client deliverables, in a timely manner, without sacrificing quality.

Strong written and verbal communication skills.

Sound understanding of accounting principles and investment terminology.

Experience working with Salesforce & Microsoft Dynamics CRM preferred.

Ability to analyze, comprehend, and document business processes and workflows.

Willingness and availabilityto travelis 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.

Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy

Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.

Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.

Curiosity, critical thinking and an orientation toward continuous improvement. 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.

Unit Overview

SEI Family Office Services (FOS) is a division of SEI focused on delivering technology, investment data aggregation and financial reporting operations of family offices and financial institutions. The Family Office Services division is part of SEI's Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.

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.

Compensation & Benefits:

Salary commensurate with experience. Exempt position, not overtime eligible. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401k match, tuition reimbursement, commuter benefits, 11 paid holidays/year, 21+ days paid time off/year pro-rated, 15 days paid parental leave, discounted stock purchase plan, and investment options.