RIA Growth Director — California Territory

SEI; California; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) matching

Tuition reimbursement

Commuter benefits

Paid holidays

Paid time off

Parental leave

Job summary

SEI’s Wealth Advisor business is expanding the Client Team. We seek a Business Development Director to own new advisor acquisition, onboarding, activation, and territory management for the RIA channel across the United States, with expansion into California.

You will be the client-facing leader, building long-lasting partnerships and driving growth. Reporting to the Managing Director, you will work with an Account Executive and cross-functionally with Sales, Marketing, Product and Service teams

Qualifications

• 7+ years in financial services client sales and service support.
• Experience in RIA channel sales.
• Bachelor’s degree in Business, Finance, Economics or related field.
• MBA and/or CFP preferred.
• NASAA Series 65 or 66 license or ability to acquire within 90 days.
• Strong knowledge of RIA custody and technology platforms.
• Extensive relationships in the RIA community.
• Proven ability to influence business owners in this channel.
• Multi-channel communication experience: face-to-face, virtual, phone and email.
• Willingness to travel up to 80% and manage territory growth.

Responsibilities

• Lead business development and territory management for predominantly SEC-registered RIAs.
• Collaborate with Account Executive to drive territory strategy and growth; mentor junior sales staff.
• Deliver SEI ecosystem—custody, technology and investment management—driving net new business.
• Analyze market data and trends to optimize client and territory growth.
• Influence development and acquisition of advisor-client relationships at all buying stages.
• Shape and implement growth agendas to motivate prospective clients to switch to SEI.
• Generate new leads while managing inorganic leads through the sales process.
• Engage clients via in-person meetings, online meetings, calls and emails; deliver presentations.

Skills

Financial services sales

RIA channel experience

Multi-channel communication

Territory management

Relationship management

Leadership / mentoring

Education

Bachelor’s degree in Business Finance Economics

MBA

CFP

NASAA Series 65 or 66

Job description

SEI’s Wealth Advisor business is expanding the Client Team. We seek a Business Development Director to own new advisor acquisition, onboarding, activation, and territory management for the RIA channel across the United States, with expansion into California.

You will be the client-facing leader, building long-lasting partnerships and driving growth. Reporting to the Managing Director, you will work with an Account Executive and cross-functionally with Sales, Marketing, Product and Service teams