Business Development Director

🔥 1 minute ago

🌽 Illinois – Remote

🌽 Illinois – 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%

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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 partner Account Executive on territory strategy planning and growth • Lead and mentor the junior Sales professional • Deliver SEI’s ecosystem of custody, technology, and investment management solutions • 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 the 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 in-person and virtual presentations • Drive sales agendas and support advisor-client engagement health • Educate and persuade clients on SEI’s solutions across custody, technology, asset management, and business-centric offerings • Report directly to the Managing Director • Work cross-functionally with Sales, Marketing, Product, and Service organizations • Manage the Chicago, Illinois territory

🎯 Requirements

• Minimum 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 • Advanced knowledge of the advisor market, particularly the RIA channel • 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, in-person and virtual presentations, live and recorded video, phone, and email • Ability to influence decision-making at the highest organizational levels • Established background in consultative sales • Record of performance in territory management, including 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

🏖️ Benefits

• Comprehensive healthcare: medical, dental, vision, prescription, wellness, EAP, and FSA • Life and disability insurance, with premiums paid for base coverage • 401(k) match • Tuition reimbursement and education assistance • Commuter benefits • Up to 11 paid holidays per year • 21 days PTO per year, prorated 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 • Flexible Paid Time Off (PTO) • Support for working parents