Sales Director, Traditional Investment Operations Solutions

SEI; Oaks (PA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off (PTO)

Job summary

SEI’s Investment Manager Services Division is expanding its Traditional Investment Operations sales leadership. The Sales Director will drive lead generation, serve as a technical sales resource, and coordinate with internal and external partners to close deals.

This role requires extensive travel and deep knowledge of asset management compliance. Ideal candidates bring 10+ years in financial services sales, familiarity with Miller Heiman or similar methods, and strong presentation and

Qualifications

• BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
• Minimum 10 years of experience in the Financial Services industry.
• Knowledge of investment management compliance matters.
• Experience in managing sales process from lead generation to relationship management.
• Experience with Miller Heiman or comparable strategic selling process a plus.

Responsibilities

• Develop sales leads for IMS' Traditional Investment Administrative Solutions.
• Serve as key technical sales resource in sales agendas.
• Work with internal and external counterparts to close sales agendas.
• Be an ambassador to Traditional Services market for SEI.
• Organize and lead Traditional content creation & SEI sponsored events.
• Host, lead SEI sponsored webinars and related activities.
• Build and maintain relationships with prospects, clients and industry leaders.

Skills

Lead generation

Sales support

CRM usage

Communication

Negotiation

Education

BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent

B.S./B.A. in Finance, Marketing or related field; JD preferred

Tools

PowerPoint

Excel

Word

CRM software

MS Office

Job description

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. As a Sales Director for Traditional Investment Operations, you will develop sales leads in the United States for the sale of IMS' Traditional Investment Administrative Services with prospective clients. You will manage sales agendas related to IMS' Traditional Investment Operations/Solutions Services. Ideal candidate will have 5+ years of experience selling compliance services to asset managers (buy-side). Candidates with 5+ years experience selling fund administration or front office technology to the buy-side will also be considered as well as candidates with 5+ years experience selling traditional fund services or front office technology to the sell-side (i.e., broker dealer community) or wealth managers. Extensive travel is likely.

What You'll Do

Lead generation & sales support

• You will develop sales leads for IMS' Traditional Investment Administrative Solutions
• You will serve as key technical sales resource in sales agendas
• You will work with internal and external counterparts to close sales agendas
• You are an ambassador to Traditional Services market for SEI

• Consistent representation of SEI Traditional solution in media & industry events, including panel participation as a subject matter expert
• Organize and lead Traditional content creation & SEI sponsored events
• Host, lead SEI sponsored webinars, etc.
• Build and maintain credible relationships with prospects, clients and industry "Centers of Influence"
• Organize and cultivate peer working groups through which clients compare approaches and challenges to regulatory reporting

Platform support & leadership

• You will participate in prioritization decisions regarding application integration into SEI's Traditional Fund Administrative Services/Solutions platform
• In some instances, you will lead the application integration (including initial vendor due diligence/VDD) into SEI's platform & maintain relationships for those on an ongoing basis (including ongoing VDD)
• You will nurture and maintain consistent communication lines with leading global regulators
• You will serve as technical subject matter expert for new and ongoing software development initiatives

General

• You will maintain a strong working knowledge of asset management and wealth management industries
• You will effectively utilize customer relationship management system (CRM) and document prospect engagements well in CRM
• You will assist in RFP responses for GRC sales agendas, and lead in some cases
• Extensive travel likely

We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.

What You Bring To The Table

• BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
• B.S./B.A. in Finance, Marketing or related field; JD preferred.
• Minimum 10 years of experience in the Financial Services industry.
• Knowledge of investment management compliance matters.
• Experience in managing sales process from lead generation to relationship management.
• Experience with Miller Heiman or comparable strategic selling process a plus.
• Adaptable to manage fast-paced, challenging sales environment.
• Excellent interpersonal skills.
• Strong organizational skills.
• Excellent communication and influencing skills.
• Strong analytical and critical thinking skills.
• Strong PowerPoint, Excel, Word and Internet skills.
• Extensive travel is required.

Attributes We Value

• A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
• A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
• Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
• Positivity and genuine interest in assisting both colleagues and clients.
• Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.

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.