Account Executive

SEI; Oaks (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Hybrid work environment

Paid time off

Job summary

SEI is seeking an Account Executive to join the Sales & Experience Team at SEI's Oaks, PA headquarters. You will partner with a senior Business Development professional to drive engagement with our evolving suite-of-solutions and services across independent financial advisors.

The role is responsible for onboarding new client relationships, growing share-of-wallet, and client retention, with territory management in the Independent Broker/Dealer channel.

Qualifications

• A minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or related field, or minimum of 2 years’ SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Experience in multi-channel communication mediums, including in-person and virtual presentations, phone and email.
• Excellent time-management and organizational skills with a track record of exceeding expectations.

Responsibilities

• Serve as the primary internal point-of-contact for current firms in the Independent Broker/Dealer channel.
• Partner with senior Business Development to drive territory strategy planning.
• Engage clients and prospects via online meetings, phone and email to drive sales agendas.
• Influence development and activation of advisor-client relationships across the buying journey.
• Shape and implement growth agendas to convert business and expand advisor-client engagement.
• Educate prospects on SEI’s custody, technology, asset management and business solutions.

Skills

Client sales

Relationship management

Multi-channel communication

Self-starter

Team collaboration

Education

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

Series 65 or 66 license or ability to acquire within 90 days

Job description

SEI's Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Account Executive to join the team!

This professional will directly partner with a senior Business Development professional and focus efforts on driving engagement with SEI's evolving suite-of-solutions and services across independent financial advisors. The role is responsible for, to varying degrees, acquisition/onboarding/activation of new client relationships, continued development and increasing share-of-wallet of existing client relationships, and client retention, as well as territory management to drive the continued growth in the Independent Broker/Dealer channel of SEI's business.

This is an excellent opportunity for a growth-minded professional seeking a fast-paced and diverse work environment, who is passionate about problem-solving, leading change and learning through direct experience and coaching.

This role reports to the Manager of Inside Sales, is jointly managed by a Managing Director of the Sales & Experience Team, and works directly with a dedicated senior Business Development professional and cross functionally across the Sales, Solutions and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory. This role is headquarters-based in the Oaks, Pennsylvania Global Headquarters.

What You Will Do

• Serve as the primary internal point-of-contact for current firms, leading client and account management in the Independent Broker/Dealer channel.
• Work in coordination with partner senior Business Development professional to drive territory strategy planning.
• Proactively engage clients and prospective-clients, led by online-meetings, telephone and email, and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health.
• Influence the development and activation of advisor-client relationships at all stages in the buying journey.
• Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.
• Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, 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 independent Broker/Dealer channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or in a related field, or minimum of 2 years’ SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email.
• Outstanding time-management and organizational skills, plus the track record of exceeding expectations.
• Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, and a willingness to learn and be mentored.
• Ability to influence decision-making and tackle problems, thinking critically and collaboratively.
• Excellent written and verbal communications skills with a track record in buyer satisfaction.
• This position is SEI Headquarters-based in the Oaks, Pennsylvania Global Headquarters with limited travel.

What We Would Like From You

• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com

SEI’s Competitive Advantage

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM) - for our clients, our communities, and ourselves. Come build your brave future at SEI.

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 offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving 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.

AI Acceptable Use In The Application And Interview Process

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.