Sales Executive, Professional Services

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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

• Drive new client engagement across banking, wealth management, and asset management sectors • Present opportunities across SEI Professional Services offerings • Collaborate with Professional Services consultants and enterprise sales to drive territory growth • Generate leads across the US, UK, and other targeted regions • Make outbound calls to prospective clients • Respond to sales-related inquiries from a dedicated subset of existing clients • Master and educate prospects on SEI’s Professional Services portfolio • Maintain accurate interaction and pipeline records in CRM • Collaborate with marketing to optimize lead generation strategies and tailor messaging • Contribute approximately $2.5–3.5M to the annual pipeline • Travel for prospect and client engagements

🎯 Requirements

• Minimum of 8 years of experience in sales • Direct experience in banking and wealth management • Fin-Tech or similar industry experience preferred • Proven track record of proactive lead generation and sales • Excellent communication skills across face-to-face, virtual presentations, phone, email, and social media • Strong consultative selling and communication skills • Ability to articulate complex service offerings in client-centric language • Outstanding time-management and organizational skills • Ability to work in a fast-paced environment, both within a team and independently • Willingness to learn and be mentored • Experience with CRM systems, such as Salesforce or equivalent • Ability to travel at least 50% for prospect and client engagements • Familiarity with Agile methodology • Experience with digital transformation or platform migration in wealth management preferred • Alignment with SEI Values of courage, integrity, collaboration, inclusion, connection, and fun

🏖️ 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