Business Development Director
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Job Description
Business Development Director expanding SEI’s RIA wealth-management and investment-technology business in California. Leading territory growth, advisor acquisition, client relationships, and sales across SEI’s solutions.
Responsibilities:
- Lead business development and territory management for predominantly SEC-registered RIA firms in SEI’s Wealth and Advisor Business
- Coordinate with the Account Executive to drive territory strategy planning and growth
- Lead and mentor the junior Sales professional
- Deliver SEI’s custody, technology, and investment management ecosystem to drive net new business growth
- Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth
- Penetrate existing firm-clients with broader SEI solutions to increase share of wallet
- Influence development and acquisition of new advisor-client relationships throughout the buying journey
- Shape and implement sophisticated, diverse, and collaborative growth agendas
- Motivate prospective clients to embrace change and transition business
- Generate new interest and prospective-client leads
- Manage inorganic leads through the sales process
- Proactively engage clients and prospective clients through in-person and online meetings, telephone, email, and presentations
- Drive sales agendas and support advisor-client engagement health
- Educate and persuade clients on SEI solutions across custody, technology, asset management, and business-centric solutions
- Report directly to the Managing Director
- Work cross-functionally with Sales, Marketing, Product, and Service organizations
- Share responsibility for territory growth goals and business development, relationship management, account management, and advisor-client experience
Requirements:
- Minimum of 7 years of experience in financial services client sales and service support
- Direct experience in RIA channel sales
- Bachelor’s degree in Business, Finance, Economics, or a related field
- Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days
- Strong knowledge of RIA custody and technology platforms
- Strong network of relationships in the RIA community
- Direct experience influencing business owners in the RIA channel
- Experience delivering custody/technology and business-centric advice and influence
- Extensive experience with multi-channel communication, including face-to-face, presentations, live video, recorded video, phone, and email
- Ability to influence decision-making at the highest levels of an organization
- Established background in consultative sales
- Track record in territory management, strategic planning, execution, and travel
- Outstanding time-management, organizational, and mentoring skills
- Track record of exceeding goals
- Excellent written and verbal communication skills
- Track record in client relationship management and buyer satisfaction
- Up to 80% travel potential
- Political contribution disclosure questionnaire may be required under SEC Rule 206(4)-5
Benefits:
- Comprehensive care for physical and mental well-being
- Strong retirement plan
- Tuition reimbursement
- Support for working parents
- Flexible Paid Time Off (PTO)
- Healthcare: medical, dental, vision, prescription, wellness, EAP, FSA
- Life and disability insurance, with premiums paid for base coverage
- 401(k) match
- Education assistance
- Commuter benefits
- Up to 11 paid holidays per year
- 21 days PTO per year, pro-rated for new hires, increasing over time
- Paid parental leave
- Back-up childcare arrangements
- Paid volunteer days
- Discounted stock purchase plan
- Investment options
- Access to employee networks
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