Strategic Sales Executive — FinTech & Wealth Transformation

SEI; United States; Remote; USD 120,000 - 190,000; Full time

Benefits offered by this job

Healthcare

401(k) match

Paid time off

Job summary

SEI is seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors within the United States. You will present SEI’s Professional Services offerings, including Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design.

The role requires strategic thinking, strong relationship building, and a proven track record in proactive lead generation

Qualifications

• Demonstrated ability to think strategically and build client relationships.
• Strong communication skills across face-to-face, virtual, phone and email channels.
• Experience in consultative selling of professional services.

Responsibilities

• Drive territory growth across the US, UK and targeted regions with Professional Services offerings.
• Outbound outreach to prospective clients to generate interest in Outsourced CTO, OCM, Workforce Augmentation, Data Cloud & Analytics and more.
• Respond to sales inquiries from a dedicated subset of existing clients.
• Educate clients on SEI’s Professional Services portfolio.
• Maintain accurate CRM records and pipeline status.

Skills

Strategic thinking

Relationship building

Excellent communication

Consultative selling

Time management

Tools

Salesforce

Job description

SEI is seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors within the United States. You will present SEI’s Professional Services offerings, including Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design.

The role requires strategic thinking, strong relationship building, and a proven track record in proactive lead generation