Senior Wealth Platform Technical Sales Specialist

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

Benefits offered by this job

Hybrid working environment

Pension plan

Tuition reimbursement

Work-life balance

Job summary

The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors manage evolving needs, operate in global markets, and drive efficiency in wealth management. As a SEI Wealth Platform Solutions Consulting Team Member, you will work with the SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK.

You will play a key role in converting market prospects into platform clients, from the first call through discovery,

Qualifications

• A strong understanding of Wealth Management and Private Banking with focus on front-to-back office and investment management requirements.
• Excellent presentation and written communication skills; comfortable with and enjoy client-facing roles.
• Excellent organizational and analytical skills.
• SEI Wealth Platform experience.
• Degree (or equivalent experience or studies).

Responsibilities

• Participate in technical sales activities related to Wealth Management Services’ SEI Wealth Platform sales initiatives.
• Collaborate in a distributed, team-based environment to support SEI Wealth Platform sales across multiple segments.
• Work with the Global Sales Team and prospective clients to assess current and future business needs and map them to SEI’s offerings.
• Maintain a current understanding of SEI Wealth Platform services and future roadmap; articulate up-to-date information to internal and external stakeholders.
• Perform SEI Wealth Platform sales demonstrations; ensure demonstration environments are reliable and client-ready, with capability to drill into front-end tools and back-end processes.
• Lead or support Business Discovery engagements with prospects or existing clients, including interviews, persuasive documentation, and presentations.
• Build and maintain relationships with industry consultants, influencers, and subject matter experts to strengthen market insight and support sales and positioning of SEI’s offerings.
• Support RFP fulfilment with due diligence and research to ensure accuracy and timeliness.
• Provide market requirements detail to SEI Wealth Platform Solutions, Product, and Services teams.
• Maintain and develop a deep understanding of SEI’s offerings and educate the Wealth Management Services’ Sales Team.

Skills

Wealth management knowledge

Presentation skills

Written communication

Organizational skills

Analytical skills

SEI Wealth Platform experience

Education

Degree or equivalent experience

Job description

The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors manage evolving needs, operate in global markets, and drive efficiency in wealth management. As a SEI Wealth Platform Solutions Consulting Team Member, you will work with the SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK.

You will play a key role in converting market prospects into platform clients, from the first call through discovery,