IBD Growth Director — Territory Leader (OH & KY)

SEI; Kentucky; On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Tuition reimbursement

Paid time off

Paid parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Job summary

SEI's Advisor business is seeking a Business Development Director to lead territory growth in the Independent Broker/Dealer channel, overseeing advisor acquisition, onboarding and activation, and relationship management. This role is territory-based with Ohio and Kentucky coverage and involves significant travel to drive growth and engagement.

Reporting to a Managing Director, you will collaborate with an Account Executive and cross-functional teams to craft territory strategy, analyze market

Qualifications

• Bachelor's degree in Business, Finance, Economics or related field.
• MBA and/or CFP preferred.
• Current NASAA Series 65 or 66 license or ability to acquire within 90 days.
• Extensive multi-channel communication experience including in-person and virtual presentations.
• Proven ability to influence senior decision-makers.
• Track record of exceeding territory growth and sales goals.

Responsibilities

• Lead business development and territory growth for the IBD channel.
• Coordinate with Account Executive to drive territory strategy.
• Analyze market data and trends to optimize growth.
• Influence development and acquisition of advisor-client relationships.
• Shape growth agendas and motivate prospects to embrace change.
• Generate new leads and manage the sales process end-to-end.
• Engage clients via in-person, video, phone, and email presentations.

Skills

Territory management

Sales leadership

Client relationship management

Multi-channel communication

Negotiation

Influence decision-makers

Public speaking/presentations

Travel readiness

Education

Bachelor's in Business/Finance

MBA or CFP preferred

NASAA Series 65/66 license

Tools

CRM software

Microsoft Office / Excel

Job description

SEI's Advisor business is seeking a Business Development Director to lead territory growth in the Independent Broker/Dealer channel, overseeing advisor acquisition, onboarding and activation, and relationship management. This role is territory-based with Ohio and Kentucky coverage and involves significant travel to drive growth and engagement.

Reporting to a Managing Director, you will collaborate with an Account Executive and cross-functional teams to craft territory strategy, analyze market