Sales Executive, Professional Services

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Education assistance

Paid time off

Parental leave

Commuter benefits

Job summary

SEI is seeking a growth-oriented Sales Executive to drive new client engagement and expand SEI Professional Services across banking, wealth, asset management, and FinTech. This is a services-led, non-transactional, executive-focused role centered on discovery and opportunity creation.

You will build trusted relationships with senior leaders, translate priorities into opportunities, and orchestrate cross-functional teams to deliver differentiated, outcomes-focused proposals.

Qualifications

• 8+ years in sales, BD, or consultative selling in financial services.
• Proven lead generation and opportunity creation.
• Experience selling complex services-led opportunities to executives.
• Willingness to travel 50%.
• Exceptional communication across channels.

Responsibilities

• Develop strategic territory growth plans across banking, wealth management, and FinTech.
• Create and qualify new opportunities via executive networking and referrals.
• Build relationships with C-suite and technology leaders.
• Lead consultative discovery connecting client challenges to SEI capabilities.
• Orchestrate solution development with PS leaders and experts to shape proposals.
• Maintain pipeline and forecast accuracy in Salesforce.
• Collaborate with marketing to tailor campaigns for industry needs.

Skills

Executive selling

Consultative selling

Relationship building

Sales forecasting

Strategic thinking

Travel 50%

Tools

Salesforce

CRM software

Job description

The role We are seeking an accomplished, growth-oriented Sales Executive to drive new client engagement and expand SEI Professional Services across priority financial services markets. This is not a transactional product-sales role. It is a strategic business development position centered on executive engagement, consultative discovery, opportunity creation, and the pursuit of complex services-led solutions. The successful candidate will develop trusted relationships with senior business and technology leaders, translate client priorities into compelling opportunities, and orchestrate the right combination of SEI expertise to deliver meaningful business outcomes. The role works cross-functionally with enterprise sales, solution consultants, marketing, delivery leaders, and the broader Professional Services organization.

Why Join SEI Professional Services?

SEI Professional Services offers the platform, solutions, credibility, and range of capabilities for a high-performing seller to make an outsized impact. You will join a company with a strong position in financial services and wealth management, an established client ecosystem, and a clear opportunity to help clients address high-priority transformation needs. Sell with the strength of an industry leader delivering innovative financial services solutions and deep customer engagement. Engage senior leaders on strategic business, technology, data, operating model, and workforce priorities. Represent a broad, high-demand portfolio that combines advisory insight with hands‑on execution. Collaborate with experienced consultants, solution leaders, subject matter experts, and enterprise sales professionals. Help shape a growing Professional Services business and directly influence market expansion. Build a career in a culture that values courage, integrity, collaboration, inclusion, connection, and fun.

About SEI and Professional Services

SEI helps financial institutions, wealth managers, asset managers, and investors navigate business, technology, and operating-model change. Our Professional Services team extends that value through tailored, data‑driven strategy and hands‑on execution, helping clients modernize technology, improve operations, mobilize specialized talent, and deliver lasting transformation. Our differentiation is practical and powerful: deep financial services context, broad technology and transformation capabilities, and a commitment to moving from strategy to execution. The Sales Executive will bring that value proposition to market and help expand one of SEI’s strategic growth engines.

Position snapshot

• Primary markets: Banking, wealth management, asset management, and FinTech.
• Sales motion: Executive‑led, consultative, services‑based business development.
• Geographic focus: United States, United Kingdom, and other targeted regions.
• Annual pipeline contribution: Approximately $2.5M–$3.5M.
• Travel: At least 50% for prospect and client engagement.

What you will do

• Develop and execute strategic territory growth plans that expand SEI Professional Services across banking, wealth management, and adjacent financial services markets.
• Create and qualify new opportunities through executive networking, industry engagement, client referrals, strategic prospecting, targeted outbound activity, and partnership development.
• Build trusted relationships with C‑suite executives, technology leaders, operations leaders, and other senior decision makers.
• Lead consultative discovery that connects client business challenges to SEI’s transformation, technology, data, talent, and execution capabilities.
• Orchestrate solution development with Professional Services leaders, consultants, architects, and subject matter experts to shape differentiated, outcome‑oriented proposals.
• Partner with enterprise sales teams to expand existing relationships and introduce Professional Services to client priorities.
• Respond to sales‑related inquiries from a defined subset of existing clients and convert demand into well‑qualified opportunities.
• Build and maintain a healthy, accurate pipeline; manage activity, opportunity progression, and forecasting discipline in Salesforce or an equivalent CRM platform.
• Collaborate with marketing to strengthen demand generation, refine market messaging, and tailor campaigns for industry needs and service offering.
• Represent SEI Professional Services at client meetings, industry events, and relevant thought‑leadership forums.
• Contribute approximately $2.5M–$3.5M in annual pipeline while building repeatable relationships that support long‑term revenue growth.

What success looks like

• Market creation: Opens new relationships, builds executive access, and develops opportunities in priority segments.
• Client relevance: Frames SEI capabilities in client‑centric language tied to specific business outcomes.
• Commercial discipline: Maintains pipeline quality, advances opportunities with purpose, and provides accurate forecasts.
• One‑SEI collaboration: Connects enterprise relationships, delivery expertise, and market insight to create differentiated value.

What we need from you

• At least 8 years of successful sales, business development, or consultative selling experience, with direct exposure to banking, wealth management, asset management, FinTech, consulting, or a similar industry preferred.
• Demonstrated record of proactive lead generation, opportunity creation, and sustained sales performance.
• Experience developing and advancing complex, services‑led opportunities with executive stakeholders.
• Entrepreneurial mindset, someone who takes ownership, creates momentum in undefined markets, tests new paths to growth, and turns ambiguity into actionable client opportunities.
• Strong consultative selling skills and the ability to translate complex service offerings into clear, client‑centric value.
• Excellent communication across in‑person meetings, virtual presentations, phone, email, and professionalsocial channels.
• Outstanding time management and organizational discipline, with the ability to manage multiple pursuits and exceed expectations.
• Comfort operating in a fast‑paced, collaborative environment while working both independently and as part of a cross‑functional team.
• Experience using Salesforce or an equivalent CRM platform to manage pipeline, activity, and forecasting.
• Willingness to travel at least 50% for prospect and client engagements.
• Commitment to SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun.

Preferred Experience

• Experience selling Professional Services, consulting, technology services, managed services, or transformation programs.
• Knowledge of the wealth management ecosystem and business, operating, and technology priorities shaping the market.
• Experience with digital transformation, technology modernization, cloud and data initiatives, platform migration, systems integration, or application development.
• Familiarity with Agile methodology and modern software delivery practices.

Who Thrives Here This role is ideal for a strategic hunter and relationship builder who enjoys creating markets, opening executive conversations, and turning complex challenges into transformational opportunities. You are energized by growth, credible in the financial services environment, disciplined in your sales craft, and motivated by helping clients achieve measurable results.

Benefits

• 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.

We are 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.