Sales Director

SEI; Oaks (PA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Paid time off

Tuition reimbursement

Parental leave

Back-up childcare

Job summary

SEI's Asset Management Unit is building a dedicated Investment Product Sales team based in Oaks, PA. The Hybrid Investment Sales Director will drive commercialization and growth by expanding SEI's investment capabilities among RIAs, independent broker-dealers, and asset managers, reporting to the Head of Investment Product Sales.

You will develop advisor relationships, support launches, and collaborate with product, marketing, and investment management to expand market reach.

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.
• Highly organized with prospecting, pipeline management and follow-through.
• Experience using Salesforce to manage opportunities and client engagement.
• Existing relationships within RIAs, independent broker-dealers, and asset managers preferred.
• FINRA licenses (SIE, Series 7, Series 63/66) or ability to obtain.
• Willingness to travel ~25% within the assigned region.
• Role based in Oaks, PA.

Responsibilities

• Expand SEI's sphere of influence by driving adoption of our investment capabilities and regional growth.
• Develop relationships with advisors in an assigned market segment and advance prospects through the sales process.
• Support product launches, advisor education, and campaigns to increase awareness and adoption of SEI's investment capabilities.
• Serve as a strategic extension of the Regional Investment Sales Director to improve market coverage and advisor engagement.
• Execute regional business plans through prospecting, relationship development, and opportunity management.
• Participate in advisor meetings, conferences, and presentations to deepen advisor relationships.
• Provide market intelligence, pipeline visibility, and ongoing support for territory growth.
• Maintain accurate pipeline management and reporting across SEI platforms.

Skills

Investment sales

Relationship management

CRM Salesforce

Prospecting & pipeline

Communication & influence

Travel readiness

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.

SEI’s Competitive Advantage

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include 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. Come build your brave future at SEI.

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 is an Equal Opportunity Employer and so much more…

After over 50 years in business, 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.