Account Executive

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) match

Paid time off (PTO)

Job summary

041 SEI Investments Management Corporation is seeking an Account Executive to engage independent financial advisors and drive new client acquisition. This role involves managing client relationships and implementing territory strategies within the Independent Broker/Dealer channel.

Qualified candidates will have a proven track record in financial services client sales support and possess a Bachelor’s degree or equivalent experience. We offer comprehensive health benefits and a supportive work environment.

Qualifications

• Minimum of 1 year experience in financial services client sales and service support.
• Current NASAA Series65 or Series66 license or ability to acquire within 90 days.
• Outstanding time-management and organizational skills.

Responsibilities

• Serve as primary internal point-of-contact for current firms managing client accounts.
• Proactively engage clients via online meetings, phone, email, and presentations.
• Shape collaborative growth agendas to motivate prospective clients.

Skills

Client relations

Sales strategy development

Communication skills

Time management

Problem-solving

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Job description

Overview

SEI’s Advisor business is expanding the Sales & Experience Team and is currently seeking a qualified Account Executive to partner closely with senior Business Development professionals. The role focuses on engaging independent financial advisors, driving new client acquisition, deepening existing relationships, and managing territory growth within the Independent Broker/Dealer channel.

What You Will Do

• Serve as the primary internal point‑of‑contact for current firms and lead client and account management in the Independent Broker/Dealer channel.
• Work in coordination with a partner senior Business Development professional to develop and execute territory strategy.
• Proactively engage current and prospective clients through online meetings, telephone, email, and virtual presentations to advance sales agendas and support full engagement with SEI solutions.
• Influence the development and activation of advisor‑client relationships at all stages of the buying journey.
• Shape and implement sophisticated, collaborative growth agendas aimed at motivating prospective clients to embrace change and convert business.
• Utilize mastery of SEI’s suite of solutions to educate and persuade clients across custody, technology, asset management, and business‑centric solutions.

What We Need From You

• A minimum of 1 year of experience in financial services client sales and service support, with direct experience in the independent Broker/Dealer channel strongly preferred.
• Bachelor’s degree in Business, Finance, Economics, or related field, or a minimum of 2 years’ SEI experience in lieu of a degree.
• Current NASAA Series65 or Series66 license, or the ability to acquire one within 90 days.
• Experience in multi‑channel communication, including face‑to‑face, in‑person one‑to‑many and virtual presentations, live and recorded video, phone, and email.
• Outstanding time‑management and organizational skills, with a proven track record of exceeding expectations.
• Ability to thrive in a fast‑paced environment, work independently and within a team, and pursue continuous learning through mentorship.
• Strong influence skills and critical, collaborative problem‑solving ability.
• Excellent written and verbal communication skills and a record of high buyer satisfaction.

What We Would Like From You

Someone who embodies SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun.

Benefits

We offer comprehensive health benefits (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance, a 401(k) match, tuition reimbursement, commuter benefits, up to 11 paid holidays per year, 21 days paid time off (PTO) per year pro‑rated for new hires, paid parental leave, backup childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, and access to a variety of employee networks.

SEI is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.