Business Development Director - Asset Management

SEI Investments (Europe) Ltd.; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading investment management company in Greater London is looking for a professional to develop relationships with UK wealth managers and achieve business targets. The ideal candidate will possess a strong network, excellent relationship management skills, and relevant qualifications. This position requires a commitment to compliance and continuous improvement within the financial services industry. Competitive benefits include private medical care and flexible working conditions.

Benefits

Private medical care

Access to GPs online

Enhanced family leave

Volunteer days

Thriving employee networks

Free fruit twice a week

Qualifications

• Strong existing network with family offices and a track record of winning new business.
• Passion for business development and relationship management.
• Good understanding of investment management acumen.

Responsibilities

• Initiate and develop asset management relationships with UK wealth managers and distributors.
• Achieve new business asset and revenue targets.
• Create and execute territory go-to-market sales plans.

Skills

Existing network with family offices

Business development

Excellent presentation skills

Communication skills

Time management

Organizational skills

Education

Relevant Bachelor's Degree (Economics, Business, Maths, Accounting, Finance)

Relevant Masters / MBA CFA, ACA, ACCA, IAQ FIA

Job description

Responsibilities

• Initiate and develop asset management relationships with large UK wealth managers, distributors and family offices
• Achieve new business asset and revenue targets
• Create, manage and execute territory go to market and sales plans
• Deliver high levels of activity to achieve goals
• Clearly and effectively present SEI investment and business proposition
• Evaluate and rmend improvements to support growth
• Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities
• Effectively work with asset management Solutions and Marketing teams
• Keep current - (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effectivemunication of these with clients where appropriate
• Adhere to all relevant FCA requirements andpliance,pleting all necessary training within the required timeframe
• Familiarise yourself with Financial Promotions regulations and ensure that all financial promotions materials used have gone through the appropriatepliance approval processes (as a second line of defence with the individual representing the first line through close knowledge of the financial promotions requirements)
• Any other ad-hoc projects as required
• All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible forpleting all required Risk Management training.

What we need from you :

• You will have a strong existing network with family offices and a track record of winning new business
• You will have an appetite and passion for business development and relationship management
• A buyer centric mindset and strong desire to initiate new business relationships
• Willingness to build on IFA and wealth management industry and, investment management acumen
• Excellent presentation,munication, time management, and organizational skills are required, along with the ability to work independently and as part of a team

Regulatory Categories

SMCR - Certified

This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. This role will perform the following certified functions : Certification - Client Dealing - CD0 Meeting with Clients Certification - Cert Manager

MiFID II

Staff giving information about investment products, investment services or ancillary services

Qualifications

It is essential that you hold or are working towards one of the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake andplete qualifications.

• IMC Relevant Bachelor's Degree (Economics, Business, Maths, Accounting, Finance) or
• Relevant Masters / MBA CFA, ACA, ACCA, IAQ FIA (Fellow of the Faculty & Institute of Actuaries)

What we would like from you :

• You will also have a strong work ethic be focused andmitted to success and be willing to travel as needed to achieve objectives

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week.

SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).

Job ID R0031623