Sales Director

041 SEI Investments Management Corporation; Oaks (PA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) match

Tuition reimbursement

Paid PTO

Parental leave

Back-up childcare

Volunteer days

Stock purchase plan

Job summary

SEI Investments Management Corporation in Oaks, PA seeks a Hybrid Investment Sales Director to expand SEI's reach among RIAs and independent broker-dealers. This role partners with the Regional Investment Sales Director to drive asset growth and manages advisor relationships within an assigned market.

The position requires building a robust sales pipeline, traveling up to 25%, and leveraging SEI's investment capabilities to accelerate adoption across distribution channels.

Qualifications

• 3–5 years of investment sales or advisor distribution experience.
• Strong understanding of investment products and advisor business models.
• Proven ability to build relationships and influence advisor decisions.

Responsibilities

• Develop advisor relationships within an assigned market segment.
• Drive commercialization of SEI's ETFs, alts, model portfolios, and other investment solutions.
• Manage a disciplined sales pipeline focused on future asset growth.
• Support advisor education, product launches, and commercialization campaigns.
• Collaborate with Regional Investment Sales Director and cross-functional teams.
• Maintain accurate pipeline & activity tracking using Salesforce.

Skills

Investment sales

Relationship management

CRM (Salesforce)

Prospecting & pipeline mgmt

Networking with RIAs/BDs

FINRA licenses (SIE/Series 7/63-66)

Travel coordination (~25%)

Tools

Salesforce

Job description

SEI's Asset Management Unit is building a dedicated Investment Product Sales team focused on accelerating adoption of SEI's investment solutions across external distribution and platform channels. Reporting to the Head of Investment Product Sales, this role will be based in Oaks, PA and serve as a critical partner to the Senior Investment Sales Director based in region while maintaining direct responsibility for advisor relationships within an assigned segment of the market. The Hybrid Investment Sales Director will focus on expanding SEI's reach among RIAs, independent broker-dealers, and asset managers, helping drive asset growth while supporting broader territory initiatives. This is an excellent opportunity for a highly motivated sales professional who wants to build investment distribution expertise, enhance field experience, and contribute to the growth of SEI's asset management business.

What You'll Do

• Drive Commercialization & Growth
• Help expand SEI's sphere of influence by driving adoption of our investment capabilities while contributing to regional growth objectives.
• Commercialize SEI's ETFs, alternative investments, model portfolios, and future investment solutions while building and maintaining a disciplined sales pipeline focused on generating future asset growth.
• Develop relationships with advisors across an assigned market segment, creating engagement opportunities and advancing prospects through the sales process.
• Support product launches, advisor education initiatives, and commercialization campaigns designed to increase awareness and adoption of SEI's investment capabilities.
• Partner with the Regional Investment Sales Director
• Serve as a strategic extension of the Regional Investment Sales Director to improve market coverage, increase advisor engagement, and accelerate territory growth.
• Support the execution of regional business plans through coordinated prospecting, relationship development, meeting preparation, follow-up activities, and opportunity management.
• Participate in advisor meetings, conferences, due diligence events, and investment presentations to enhance SEI's presence and deepen advisor relationships.
• Provide market intelligence, pipeline visibility, and ongoing support that helps maximize territory effectiveness and growth.
• Expand SEI's Market Reach
• Help extend SEI's coverage model by engaging emerging and growth-oriented advisory firms throughout the region.
• Develop relationships with RIAs, independent advisors, and wealth management firms that may not otherwise receive dedicated field coverage.
• Create new business opportunities, establish credibility with investment professionals, and position SEI as a trusted investment partner.
• Leverage virtual engagement, targeted travel, marketing campaigns, and coordinated outreach strategies to efficiently expand market penetration.
• Leverage the Power of One SEI
• Work across the organization to maximize distribution opportunities and improve client outcomes.
• Partner with sales, product, investment management, and marketing teams to support commercialization efforts and identify opportunities for growth.
• Leverage SEI's platform relationships, distribution network, and investment expertise to create additional opportunities and deliver better client outcomes.
• Maintain accurate pipeline management, activity tracking, and business reporting through Salesforce and other sales enablement tools.

What We Need From You

• A minimum of 3-5 years of investment sales, advisor distribution, relationship management, or business development experience.
• Strong understanding of investment products, portfolio construction, and advisor business models.
• Demonstrated ability to build relationships, communicate investment concepts, and influence advisor decision-making.
• Highly organized with strong prospecting, pipeline management, and follow-through capabilities.
• Ability to collaborate effectively with field sales professionals while maintaining ownership of individual business development responsibilities.
• Experience utilizing CRM platforms such as Salesforce to manage opportunities, activities, and client engagement.
• Existing relationships within the RIA, independent broker-dealer, and/or asset management community preferred.
• FINRA licenses (SIE, Series 7, and Series 63/66) or ability to obtain.
• Willingness to travel approximately 25% within the assigned region.
• The role will be based in Oaks, PA.
• The base salary for this position is expected to be $100k-$150k, commensurate with experience, with additional compensation able to be earned.

Benefits

• comprehensive care for your physical and mental well-being
• a strong retirement plan
• tuition reimbursement
• support for working parents
• flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about
• healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• life and disability insurance (premiums paid for base coverage)
• 401(k) match
• education assistance
• commuter benefits
• up to 11 paid holidays/year
• 21 days PTO/year pro-rated for new hires which increases over time
• paid parental leave
• back-up childcare arrangements
• paid volunteer days
• a discounted stock purchase plan
• investment options
• access to thriving employee networks
• and more

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.

SEI is an Equal Opportunity Employer and so much more...

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI remains a leading global provider of investment processing, investment management and investment operations solutions.

Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.

At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

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.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

We are a global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital - whether that's money, time, or talent - so they can grow and better serve their clients.

At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.