Strategic Tech & Banking Solutions Sales Executive

Mat Vin; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid working environment

Private medical care

GP online / telehealth

Family leave & volunteer days

Employee networks

Free fruit

Job summary

SEI Investments (Europe) Ltd in London is seeking a Sales Executive for Professional Services to drive new client engagement across banking and wealth management. You will present SEI’s Outsourced CTO, Data Analytics, and Business Process Services, leading from lead generation through closing.

You will collaborate with enterprise sales teams, solution consultants, and marketing to expand footprint in the UK/EMEA, maintaining CRM records and representing SEI at events.

Qualifications

• Demonstrable experience in sales, with direct experience in banking and wealth management preferred.
• Proven track record of successful proactive lead generation and sales experience.
• Excellent communication across face‑to‑face, virtual presentations, phone, email, and social media.

Responsibilities

• Develop and maintain a pipeline across the UK/EMEA, collaborating with Professional Services and Platform sales.
• Lead the sales process from initial contact through contract negotiation and closing.
• Educate prospective clients on SEI’s Professional Services portfolio.
• Maintain accurate records of interactions and pipeline status in CRM.
• Collaborate with marketing to tailor messaging and optimize lead generation.
• Represent SEI at industry conferences, webinars, and client meetings.

Skills

Sales experience

Banking experience

Wealth management

FinTech

Lead generation

CRM (Salesforce)

Education

Bachelor's degree in Business/Finance/Economics

Tools

Salesforce

Job description

SEI Investments (Europe) Ltd in London is seeking a Sales Executive for Professional Services to drive new client engagement across banking and wealth management. You will present SEI’s Outsourced CTO, Data Analytics, and Business Process Services, leading from lead generation through closing.

You will collaborate with enterprise sales teams, solution consultants, and marketing to expand footprint in the UK/EMEA, maintaining CRM records and representing SEI at events.