Internal Alternative Investment Sales Specialist

186 SEI Backbone Holding Company, LLC; Oaks (PA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care benefits

401(k) match

21 days Paid Time Off (PTO)

Paid parental leave

Discounted stock purchase plan

Job summary

186 SEI Backbone Holding Company, LLC is seeking an Investment Specialist to join the SEI Access Team. This role focuses on advisor acquisition and the sales of alternative investment products.

The ideal candidate will develop relationships with advisors, communicate strategies, and drive consultative sales. Extensive experience in sales and a background in financial services are essential.

The position includes comprehensive health benefits, 401(k) matching, and generous paid time off.

Qualifications

• 5+ years in sales, client success, relationship management or business development.
• 3+ years in financial services, alternative investment sales, or financial analysis.
• Highly motivated with strong problem-solving skills.

Responsibilities

• Research alternative investments and communicate strategies to advisors.
• Develop relationships with advisors and fund managers.
• Drive consultative sales of alternative investment allocations.

Skills

Sales experience

Relationship management

Client success

Problem-solving

Attention to detail

Communication skills

Education

Series 7 and 63 licensed

CAIA, CFA, or CFP designation

Tools

SalesForce

Web conferencing tools

Job description

The Investment Specialist will be a key member of the SEI Access Team, focusing on advisor acquisition, satisfaction, allocations, and interest in alternative investment products on our Marketplace. The primary purpose of this position is to communicate with SEI Access Marketplace advisor users to generate allocations in alternative investment products. The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors leading to growing total alts allocations across our Marketplace. This role is directly accountable for sales activities toward positioning alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns, networking (both internally, and externally including remotely and at industry conferences), prospecting, giving presentations, understanding client needs, demonstrating system functionality, and having advanced knowledge of specific alternative investment funds, fund managers, and asset classes along with the risks and return profiles of each asset class.

Responsibilities

• Research alternative investments available and be able to communicate the strategy, risks and benefits to advisors
• Develop relationships with advisors and fund managers
• Drive consultative sales of alternative investment allocations
• Schedule frequent communication and meetings with key advisor users and accounts
• Explain to advisors the benefits of alternative investments in client portfolios
• Communicate asset class positioning to achieve financial planning outcomes
• Follow up on indications of interest and incoming leads or questions
• Sustain a high level of communication, conduct discovery calls and gain commitments
• Enter all interactions in SalesForce and document pipeline of allocations
• Assist leadership with advisor education content and dissemination
• Collaborate with CIO’s and Due Diligence Professionals about investment fund consideration
• Foster internal referrals from existing advisor relationship managers
• Become knowledgeable of SEI’s brand and the Access Platform
• Perform other ad‑hoc duties as directed by the Managing Director and Director

Success Metrics

• Number of transactions and volume of allocations across their territory via the Marketplace Advisor users on the Marketplace
• Introductions between advisors and fund managers
• Advisor satisfaction

Qualifications

• 5+ years in sales, client success, relationship management or business development
• 3+ years in financial services, alternative investment sales, or financial analysis
• Series7 and 63 licensed or ability to earn licensure quickly
• Knowledge of alternative investments
• CAIA, CFA, or CFP designation a plus
• Experience at a fintech, wealth tech, RIA, Broker‑Dealer or banking firm a plus
• Highly motivated, with a results‑driven, growth mindset and strong problem‑solving skills
• Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds
• Excellent probing and listening skills with a strong attention to detail
• Nimbleness: receptive to feedback and quick to implement
• Ability to work in a high growth environment where change is the norm
• Self‑starter, able to work independently and collaboratively
• Experience selling in a remote environment using web conferencing
• Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally Salesforce)
• Ability to embrace and contribute to a diverse and inclusive professional environment
• Strong desire to be part of something transformative
• Willingness to travel 20%

Benefits

• Comprehensive health care benefits (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance with premiums paid for base coverage
• 401(k) match
• Education assistance
• Commuter benefits
• Up to 11 paid holidays per year
• 21 days Paid Time Off (PTO) per year pro‑rated for new hires, increasing over time
• Paid parental leave
• Back‑up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Other investment options
• Access to employee networks

Equal Opportunity Statement

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.