Growth Account Executive - Advisor Solutions

SEI Corporation; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Education assistance

Commuter benefits

Paid holidays

PTO

Parental leave

Back-up childcare

Job summary

SEI Corporation's Advisor business is expanding the Sales & Experience Team. We seek an Account Executive to partner with senior Business Development and drive engagement across SEI's solutions for independent financial advisors.

The role focuses on acquiring onboarding, expanding share-of-wallet, and maintaining client relationships within the Independent Broker/Dealer channel. This position is headquarters-based in Oaks, Pennsylvania.

Qualifications

• Minimum 1 year of financial services client sales experience.
• Bachelor’s degree in Business, Finance, Economics or related field, or 2 years SEI experience in lieu of degree.
• 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.

Responsibilities

• Serve as the primary internal point-of-contact for current firms in the Independent Broker/Dealer channel.
• Collaborate with senior Business Development to drive territory strategy.
• Engage clients and prospects via online meetings, telephone and email to drive sales.
• Influence development and activation of advisor-client relationships across the buying journey.
• Shape and implement growth agendas to motivate prospective clients to engage with SEI.
• Educate and persuade clients using SEI’s solutions across custody, technology, asset management and business-centric offerings.

Skills

Financial services sales

Account management

Multi-channel communication

Independent broker channel

Education

Bachelor’s degree in Business/Finance/Economics

Series 65 or Series 66 license

Job description

SEI Corporation's Advisor business is expanding the Sales & Experience Team. We seek an Account Executive to partner with senior Business Development and drive engagement across SEI's solutions for independent financial advisors.

The role focuses on acquiring onboarding, expanding share-of-wallet, and maintaining client relationships within the Independent Broker/Dealer channel. This position is headquarters-based in Oaks, Pennsylvania.