Remote RIA Growth Director — Chicago Territory

SEI Corporation; Chicago (IL); Remoto; USD 100.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare (medical, dental, vision)

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Flexible PTO

Descrizione del lavoro

SEI Corporation seeks a Business Development Director for its Wealth Advisor client team, focusing on recruiting, onboarding and activating new RIA relationships. The role is territory-based with remote options and requires strong sales leadership and in-depth knowledge of the RIA channel.

You will manage territory growth, collaborate with Account Executives, and travel up to 80% to engage advisor firms in the Chicago area, delivering custody/technology and asset-management solutions.

Competenze

• 7+ years of experience in financial services client sales and service support, with direct experience in RIA channel sales.
• Bachelor’s degree in Business, Finance, Economics or related field.
• MBA and/or CFP credentials preferred.
• Current NASAA Series 65 or 66 license or ability to acquire within 90 days.

Mansioni

• Lead business development and territory management for predominantly SEC-registered RIA firms in the RIA channel of SEI’s Wealth and Advisor Business.
• Collaborate with Account Executive to drive territory strategy and growth; mentor junior sales professional.
• Drive net new business growth with SEI custody, technology, and asset management solutions.
• Analyze market data and trends to optimize client and territory growth, expand share of wallet.
• Engage clients and prospects through in-person, online meetings, and presentations to drive sales agendas.

Conoscenze

Sales leadership

RIA channel experience

Territory management

Multi-channel communication

Influence high-level decisions

Client acquisition

Formazione

Bachelor’s degree in Business/Finance/Economics

MBA preferred

CFP preferred

Strumenti

CRM systems

PowerPoint/ presentations

Descrizione del lavoro

SEI Corporation seeks a Business Development Director for its Wealth Advisor client team, focusing on recruiting, onboarding and activating new RIA relationships. The role is territory-based with remote options and requires strong sales leadership and in-depth knowledge of the RIA channel.

You will manage territory growth, collaborate with Account Executives, and travel up to 80% to engage advisor firms in the Chicago area, delivering custody/technology and asset-management solutions.