RIA Growth Director — Remote TX Territory

SEI Corporation; Texas; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Commuter benefits

Job summary

SEI Corporation seeks a seasoned Business Development Director to lead new advisor acquisition within the RIA channel, driving territory growth across Texas and beyond. You will partner with an Account Executive to shape territory strategy and mentor a junior sales professional, while showcasing the SEI suite across custody, technology and asset management.

Travel up to 80% is expected as you engage with advisor firms, influence decision makers, and expand SEI's presence in the RIA market

Qualifications

• 7+ years in financial services client sales and service, with direct RIA channel experience.
• 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 and a robust RIA network.
• Proven ability to influence high-level decision-makers and manage multi-channel outreach.
• Excellent written and verbal communications and client relationship skills.

Responsibilities

• Lead business development and territory management for predominantly SEC-registered RIAs.
• Collaborate with Account Executive to drive territory strategy and mentor junior sales professional.
• Deliver SEI ecosystem (custody, technology, investment management) to drive new business.
• Analyze market data to optimize client and territory growth.
• Influence development and acquisition of new advisor-client relationships.
• Engage clients via in-person, online-meetings, calls and email to drive sales.
• Educate and persuade clients across custody, technology and business solutions.

Skills

Territory management

New business development

Account management

Relationship building

Multi-channel selling

Negotiation

Public speaking

Education

Bachelor's degree in Business

MBA

CFP

Tools

RIA custody platforms

Technology platforms

Job description

SEI Corporation seeks a seasoned Business Development Director to lead new advisor acquisition within the RIA channel, driving territory growth across Texas and beyond. You will partner with an Account Executive to shape territory strategy and mentor a junior sales professional, while showcasing the SEI suite across custody, technology and asset management.

Travel up to 80% is expected as you engage with advisor firms, influence decision makers, and expand SEI's presence in the RIA market