Strategic Services Sales Executive

SEI; Oaks (PA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Job summary

SEI is seeking a growth-oriented Sales Executive to drive new client engagement and expand SEI Professional Services across priority financial services markets. This strategic, services-led role focuses on executive engagement, consultative discovery, opportunity creation, and complex transformations.

You will cultivate trusted relationships with senior leaders, translate priorities into opportunities, and orchestrate SEI expertise to deliver measurable business outcomes.

Qualifications

• At least 8 years of successful sales or business development experience in banking, wealth management, asset management, FinTech, or consulting.
• Proven track record of lead generation and building opportunities with executive stakeholders.
• Ability to translate client business challenges into services-led solutions and win complex deals.

Responsibilities

• Develop strategic territory growth plans across banking and wealth management markets.
• Qualify and create opportunities through executive networking and targeted outreach.
• Build relationships with C-suite and technology leaders to drive transformation engagements.
• Lead discovery to connect client challenges with SEI capabilities across services.
• Collaborate with SEI leaders to shape differentiated, outcome-oriented proposals.
• Partner with enterprise sales to expand relationships and introduce services.

Skills

Executive engagement

Consultative selling

Opportunity creation

Market expansion

Stakeholder management

Tools

Salesforce

Job description

SEI is seeking a growth-oriented Sales Executive to drive new client engagement and expand SEI Professional Services across priority financial services markets. This strategic, services-led role focuses on executive engagement, consultative discovery, opportunity creation, and complex transformations.

You will cultivate trusted relationships with senior leaders, translate priorities into opportunities, and orchestrate SEI expertise to deliver measurable business outcomes.