Business Development Director

🕒 September 24

🐎 Kentucky, Ohio – Remote

🐎 Kentucky – Remote 🏈 Ohio – Remote

💵 $100k - $120k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 6%

What it means: the chance that no one is really hiring for this job.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 firms in the Independent Broker/Dealer channel • Coordinate with the partner Account Executive to drive territory strategy planning • Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth • Influence development and acquisition of new advisor-client relationships throughout the buying journey • Shape and implement collaborative growth agendas • Motivate prospective clients to embrace change and convert business • Generate new interest and prospective-client leads • Manage inorganic leads through the sales process • Engage clients and prospective clients through in-person meetings, online meetings, telephone, email, and in-person and virtual presentations • Drive sales agendas and support advisor-client engagement health • Educate and persuade clients using SEI’s solutions across custody, technology, asset management, and business-centric solutions • Manage a territory covering Ohio and Kentucky • Report directly to a Managing Director and work cross-functionally with Sales, Marketing, Solutions, and Service organizations

🎯 Requirements

• Minimum of 7 years of experience in financial services client sales and service support • Direct experience in IBD channel sales strongly preferred • Bachelor’s degree in Business, Finance, Economics, or a related field • MBA and/or CFP® preferred • Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days • Extensive experience with multi-channel communication mediums, including face-to-face interactions, one-to-many presentations, virtual 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 • 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 • Ability to travel up to 80%

🏖️ 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 (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 thriving employee networks

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