Director, Investment Product Sales

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $175 000 - $225 000 / an

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de SEI, pas via un site d'emploi

Repérée par Remote Rocketship il y a 2 mois

Toujours ouverte sur le site de SEI. Vérifiée il y a 19 minutes.

Logo of SEI

SEI

1001 - 5000 employés

💸 Finance

💳 Fintech

🏢 Entreprise

Finance • Fintech • Enterprise

SEI est une entreprise qui fournit des solutions technologiques et d'investissement visant à connecter l'industrie des services financiers. Elle propose des services en traitement des investissements, opérations et gestion d'actifs, collaborant avec des entreprises pour stimuler la croissance financière et le changement. SEI s'engage également en faveur de la diversité, de l'équité et de l'inclusion, et recherche des talents dynamiques pour rejoindre ses équipes diversifiées. L'entreprise offre une gamme d'opportunités de carrière, y compris des postes en début de carrière et des postes de niveau débutant, dans ses opérations aux États-Unis, au Royaume-Uni et en Irlande.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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

Postuler Maintenant

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Emplois Similaires

🕒 il y a 2 mois

The College Board

1001 - 5000

📚 Éducation

🤝 À but non lucratif

Strategic Finance Director managing budgeting, forecasting, and financial analysis for College Board’s billion-dollar education nonprofit budget. Advising program leaders and executives on resource allocation and performance.

🇺🇸 États-Unis – Télétravail

💵 $80 000 - $135 000 / an

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

🕒 il y a 2 mois

FinThrive

1001 - 5000

🏥 Santé

☁️ SaaS

🤖 Intelligence artificielle

Director of FP&A leading planning, forecasting, modeling, and reporting. Guiding financial decisions for FinThrive’s healthcare revenue-management technology platform.

🇺🇸 États-Unis – Télétravail

💰 €1 000 000 Series A en 2010-02

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

🕒 il y a 2 mois

Healthrise

51 - 200

🏥 Santé

⚖️ Juridique

📦 Logistique

Director leading patient financial services and revenue cycle operations for Healthrise hospital clients. Optimizing billing, denials, follow-up, and cash performance across hospital systems.

🗣️🇺🇸🇬🇧 Anglais requis

🕒 il y a 2 mois

Gartner

10 000+ employés

📣 Marketing

📦 Logistique

🏥 Santé

Gartner Director Analyst advising CFOs on enterprise growth, cost optimization, margins, investments, and AI spending. Creating research-driven insights that help organizations achieve enterprise value.

🗣️🇺🇸🇬🇧 Anglais requis

🕒 il y a 2 mois

Crux

11 - 50

💼 Conseil

🏥 Santé

📦 Logistique

Principal executing tax and preferred equity investments for Crux, a clean-energy capital platform. Leading transaction modeling, negotiations, Investment Committee preparation, and portfolio stewardship.

🗣️🇺🇸🇬🇧 Anglais requis

Développé par Lior Neu-ner. J'aimerais beaucoup recevoir vos retours — contactez-moi en DM ou par e-mail support@remoterocketship.com
Follow Remote Rocketship on LinkedInFollow Remote Rocketship on InstagramFollow Remote Rocketship on FacebookFollow Remote Rocketship on TikTok