Strategic Enterprise Sales Executive — Financial 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

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.