Sales Director

seic; Pennsylvania; On-site; USD 128,000 - 173,000; Full time

Benefits offered by this job

Healthcare opportunity

Strong retirement plan

Tuition reimbursement

Support for working parents

Flexible PTO

Job summary

SEI's Asset Management Unit is building a dedicated Investment Product Sales team based in Oaks, PA, focused on expanding adoption of SEI's investment solutions through external distribution and platform channels. You will report to the Head of Investment Product Sales and collaborate with the Senior Investment Sales Director to manage advisor relationships within your market segment.

The role emphasizes expanding SEI's reach among RIAs and independent broker-dealers, developing a disciplined

Qualifications

• Minimum of 3–5 years in investment sales, advisor distribution, relationship management, or business development.
• Strong understanding of investment products and advisor business models.
• Ability to build relationships and communicate investment concepts.
• Highly organized with prospecting, pipeline management, and follow-through.
• Experience using CRM platforms to manage opportunities and client engagement.
• Existing relationships within RIAs, independent broker-dealers, or asset managers preferred.
• FINRA licenses (SIE, Series 7, and Series 63/66) or ability to obtain.
• Willingness to travel ~25% within the assigned region.
• Role based in Oaks, PA.

Responsibilities

• Drive commercialization and regional growth by expanding adoption of SEI's investment capabilities.
• Develop relationships with advisors in an assigned market segment and advance prospects through the sales process.
• Support product launches and advisor education campaigns to increase awareness and adoption.
• Collaborate with the Regional Investment Sales Director to improve market coverage and territory growth.
• Maintain pipeline management, activity tracking, and reporting via Salesforce and other tools.
• Participate in advisor meetings, conferences, and investment presentations to deepen relationships.

Skills

Investment sales

Advisor distribution

Relationship management

Business development

Salesforce CRM

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 $150k 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,