Business Development Director

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $100k - $150k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Lead business development and territory management for predominantly SEC-registered RIA firms in SEI’s Wealth and Advisor Business • Coordinate with the Account Executive to drive territory strategy planning and growth • Lead and mentor the junior Sales professional • Deliver SEI’s custody, technology, and investment management ecosystem to drive net new business growth • Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth • Penetrate existing firm-clients with broader SEI solutions to increase share of wallet • Influence development and acquisition of new advisor-client relationships throughout the buying journey • Shape and implement sophisticated, diverse, and collaborative growth agendas • Motivate prospective clients to embrace change and transition business • Generate new interest and prospective-client leads • Manage inorganic leads through the sales process • Proactively engage clients and prospective clients through in-person and online meetings, telephone, email, and presentations • Drive sales agendas and support advisor-client engagement health • Educate and persuade clients on SEI solutions across custody, technology, asset management, and business-centric solutions • Report directly to the Managing Director • Work cross-functionally with Sales, Marketing, Product, and Service organizations • Share responsibility for territory growth goals and business development, relationship management, account management, and advisor-client experience

🎯 Requirements

• 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 • Experience delivering custody/technology and business-centric advice and influence • Extensive experience with multi-channel communication, including face-to-face, presentations, live video, recorded video, phone, and email • Ability to influence decision-making at the highest levels of an organization • Established background in consultative sales • Track record in territory management, strategic planning, execution, and travel • Outstanding time-management, organizational, and mentoring skills • Track record of exceeding goals • Excellent written and verbal communication skills • Track record in client relationship management and buyer satisfaction • Up to 80% travel potential • Political contribution disclosure questionnaire may be required under SEC Rule 206(4)-5

🏖️ Benefits

• Comprehensive care for physical and mental well-being • 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 per year • 21 days PTO per 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