Senior Institutional Sales Leader - Hybrid/OCIO

SEI; Oaks (PA); Hybrid; USD 250,000 - 350,000; Full time

Job summary

SEI is seeking a senior Institutional Sales Leader to drive growth across our OCIO and institutional investment platform. The role covers the U.S. market, including Endowments, Foundations, Healthcare Systems, DB Plans, and Taft-Hartley Plans, reporting to the Head of North American Institutional.

The position blends direct sales execution with team leadership, focusing on pipeline, strategy, and executive engagement to expand SEI's business with major institutional clients.

Qualifications

• Minimum of 15 years in institutional asset management with a focus on business development and sales leadership.
• Proven track record selling OCIO/fiduciary management and/or institutional investment solutions.
• Originating and closing large, complex mandates with sophisticated institutional clients.
• Experience in a player/coaching capacity leading teams while meeting personal sales goals.
• Strong relationships within Endowment & Foundation and broader institutional markets.
• Extensive engagement with investment committees, boards, CIOs, and OCIO search consultants.
• Bachelor's degree required; advanced degree and CFA preferred.

Responsibilities

• Lead new business development and close institutional mandates across OCIO and related offerings.
• Build and deepen relationships with CIOs, investment committees, boards, and executives.
• Own direct sales strategy with pipeline development, conversion, and revenue generation.
• Execute complex consultative sales processes, including RFPs and board-level presentations.
• Develop tailored value propositions aligned to client objectives and governance models.
• Lead and mentor institutional sales professionals, setting strategy and coaching.

Skills

Institutional asset management

Sales leadership

OCIO/fiduciary sales

Relationship management

Strategic consultative selling

Team mentoring

Endowment/Foundation networks

Education

Bachelor's degree

Advanced degree

CFA preferred

Job description

SEI is seeking a senior Institutional Sales Leader to drive growth across our OCIO and institutional investment platform. The role covers the U.S. market, including Endowments, Foundations, Healthcare Systems, DB Plans, and Taft-Hartley Plans, reporting to the Head of North American Institutional.

The position blends direct sales execution with team leadership, focusing on pipeline, strategy, and executive engagement to expand SEI's business with major institutional clients.