Sales Director
$100,000 - $150,000 per year
Apply now (opens in a new tab)Sales Director
L5
$100,000 - $150,000 per year
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSales ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation- Drive Commercialization & GrowthHelp expand SEI's sphere of influence by driving adoption of our investment capabilities while contributing to regional growth objectives.
- Commercialize SEI's ETFs, alternative investments, model portfolios, and future investment solutions while building and maintaining a disciplined sales pipeline focused on generating future asset growth.
- Develop relationships with advisors across an assigned market segment, creating engagement opportunities and advancing prospects through the sales process.
- Support product launches, advisor education initiatives, and commercialization campaigns designed to increase awareness and adoption of SEI's investment capabilities.
- Partner with the Regional Investment Sales Director
- Serve as a strategic extension of the Regional Investment Sales Director to improve market coverage, increase advisor engagement, and accelerate territory growth.
- Support the execution of regional business plans through coordinated prospecting, relationship development, meeting preparation, follow-up activities, and opportunity management.
- Participate in advisor meetings, conferences, due diligence events, and investment presentations to enhance SEI's presence and deepen advisor relationships.
- Provide market intelligence, pipeline visibility, and ongoing support that helps maximize territory effectiveness and growth.
- Expand SEI's Market ReachHelp extend SEI's coverage model by engaging emerging and growth-oriented advisory firms throughout the region.
- Develop relationships with RIAs, independent advisors, and wealth management firms that may not otherwise receive dedicated field coverage.
- Create new business opportunities, establish credibility with investment professionals, and position SEI as a trusted investment partner.
- Leverage virtual engagement, targeted travel, marketing campaigns, and coordinated outreach strategies to efficiently expand market penetration.
- Leverage the Power of One SEIWork across the organization to maximize distribution opportunities and improve client outcomes.
- Partner with sales, product, investment management, and marketing teams to support commercialization efforts and identify opportunities for growth.
- Leverage SEI's platform relationships, distribution network, and investment expertise to create additional opportunities and deliver better client outcomes.
- Maintain accurate pipeline management, activity tracking, and business reporting through Salesforce and other sales enablement tools.
- What We Need From You:
- A minimum of 3-5 years of investment sales, advisor distribution, relationship management, or business development experience.
- Strong understanding of investment products, portfolio construction, and advisor business models.
- Demonstrated ability to build relationships, communicate investment concepts, and influence advisor decision-making.
- Highly organized with strong prospecting, pipeline management, and follow-through capabilities.
- Ability to collaborate effectively with field sales professionals while maintaining ownership of individual business development responsibilities.
- Experience utilizing CRM platforms such as Salesforce to manage opportunities, activities, and client engagement.
- Existing relationships within the RIA, independent broker-dealer, and/or asset management community preferred.
- FINRA licenses (SIE, Series 7, and Series 63/66) or ability to obtain.
- Willingness to travel approximately 25% within the assigned region.
- The role will be based in Oaks, PA.The base salary for this position is expected to be $100k-$150k, commensurate with experience, with additional compensation able to be earned.
- SEI's competitive advantage:
Level
SeniorL5
Salary
$100,000 - $150,000 per year
Location
Oaks, PA
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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