Director, Investment Product Sales

🕒 August 24

🇺🇸 United States – Remote

💵 $175k - $225k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 Description

• Drive adoption of SEI's investment capabilities and deliver net new AUM and revenue growth across priority channels • Commercialize SEI's ETFs, alternative investments, model portfolios, and future investment solutions • Build and maintain a disciplined sales pipeline that converts opportunities into asset growth • Partner with the Head of Investment Product Sales and Commercialization team on go-to-market strategies and product launches • Enhance SEI's visibility and market presence • Develop relationships with advisors, CIOs, investment teams, asset managers, and other key decision-makers • Own a defined territory and cultivate relationships across RIAs, independent broker-dealers, and asset management firms • Create new business opportunities and deepen engagement with key decision-makers • Establish SEI as a trusted investment partner within the territory • Collaborate with sales, product, investment management, and marketing teams to drive commercialization and growth • Leverage existing SEI relationships and capabilities to expand client opportunities and improve client outcomes

🎯 Requirements

• Minimum 5 years of investment product sales, distribution, or business development experience • Proven success generating net new assets, revenue growth, and exceeding sales targets • Ability to open doors, build relationships, and influence advisors, CIOs, and investment decision-makers • Strong understanding of advisor distribution channels, investment products, and commercialization strategies • Experience developing and managing a high-quality sales pipeline with disciplined follow-through • Existing relationships within the RIA, independent broker-dealer, and/or asset management community preferred • FINRA licenses (SIE, Series 7, and Series 63/66) or ability to obtain • Willingness to travel extensively within the assigned territory

🏖️ Benefits

• Comprehensive physical and mental well-being care • Strong retirement plan • Tuition reimbursement • Support for working parents • Flexible Paid Time Off (PTO) • Healthcare: medical, dental, vision, prescription, wellness, EAP, FSA • Life and disability insurance, with premiums paid for base coverage • 401(k) match • Education assistance • Commuter benefits • Up to 11 paid holidays/year • 21 days PTO/year, pro-rated for new hires, increasing over time • Paid parental leave • Back-up childcare arrangements • Paid volunteer days • Discounted stock purchase plan • Investment options • Access to employee networks