Advisor Growth Director - Territory Lead (OH & KY)

SEI

United States

Remote

USD 100,000 - 120,000

Full time

10 days ago

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Job summary

SEI seeks a Business Development Director to lead sales, territory management and advisor-client growth in the Independent Broker/Dealer channel. You will drive new client acquisition, onboarding and activation, while coordinating with an Account Executive and cross-functionally with Sales, Marketing, Solutions and Service teams.

The role covers Ohio and Kentucky, requires travel up to 80%, and reports to a Managing Director.

Qualifications

7+ years in financial services client sales and service support; IBD channel sales preferred.
Bachelor’s degree in Business, Finance, Economics or related field.
Advanced degree or credentials (MBA and/or CFP®) preferred.
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
Experience with multi-channel communication: in-person, virtual, phone and email.
Ability to influence senior-level decisions and drive territory growth.

Responsibilities

Lead business development and territory management for IBD firms.
Coordinate with Account Executive to drive territory strategy.
Analyze market data, trends, and competitor behavior to grow the territory.
Influence development and acquisition of advisor-client relationships.
Shape growth agendas to motivate prospective clients and convert business.
Generate new leads and manage inorganic lead development through the sales cycle.
Engage clients via in-person, online meetings, calls and emails to drive sales.
Educate clients on SEI solutions across custody, technology and asset management.