IBD Growth & Advisor Partnerships Director

041 SEI Investments Management Corporation; Kentucky; Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

Life & disability insurance

401(k) match

Education assistance

Commuter benefits

Paid holidays

PTO

Job summary

SEI Investments Management Corporation is seeking a Business Development Director to lead advisor acquisition, onboarding, and activation within the Independent Broker/Dealer channel. You will manage territory across Ohio and Kentucky, guiding growth through strategic planning, client engagement, and cross-functional collaboration.

You’ll influence decision makers using a consultative sales approach, drive new relationships, and coordinate with Account Executives to optimize territories and

Qualifications

• 7+ years of experience in financial services client sales and service support, with direct IBD channel sales preferred.
• Bachelor’s degree in Business, Finance, Economics or related field.
• MBA and/or CFP® credentials preferred.
• NASAA Series 65 or 66 license or ability to acquire within 90 days.
• Experience with multi‑channel communications (in-person, virtual, calls, email).
• Proven ability to influence at senior levels and manage territory growth.

Responsibilities

• Lead business development and territory management for IBD firms.
• Plan territory strategy with Account Executive and drive growth.
• Analyze market data and competitive behavior to optimize client acquisition.
• Shape and execute growth agendas and convert potential clients.
• Engage clients through in-person, virtual meetings, and presentations to drive sales.

Skills

Sales leadership

Territory management

Multi-channel comms

Consultative selling

Relationship management

Executive influence

Education

Bachelor's degree in Business/Finance/Economics

MBA/CFP preferred

Job description

SEI Investments Management Corporation is seeking a Business Development Director to lead advisor acquisition, onboarding, and activation within the Independent Broker/Dealer channel. You will manage territory across Ohio and Kentucky, guiding growth through strategic planning, client engagement, and cross-functional collaboration.

You’ll influence decision makers using a consultative sales approach, drive new relationships, and coordinate with Account Executives to optimize territories and