Senior Sales Director, Traditional Investment Operations

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

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