Institutional Sales Leader (OCIO & Outsourced Investment Solutions) - North American Institutional T
Institutional Sales Leader (OCIO & Outsourced Investment Solutions) - North American Institutional T
L7
Occupations
Securities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales ManagersIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities- Lead new business development efforts, originating and closing institutional mandates across OCIO and non-OCIO offerings (e.g., advisory, implementation, asset management solutions)
- Build and deepen relationships with CIOs, investment committees, boards, and senior executives
- Direct sales strategy with full accountability for pipeline development, conversion, and revenue generation
- Execute complex, consultative sales processes, including RFPs, finalist presentations, and board-level decision cycles
- Develop tailored value propositions aligned to client governance models, investment objectives, and long-term missions
- Player/Coach Leadership
- Serve as a senior mentor and coach to a team of institutional sales professionals, providing guidance on pipeline strategy, deal execution, and client engagement
- Partner with leadership to set sales strategy, coverage models, and go-to-market priorities
- Act as a thought leader within the team, sharing best practices and elevating overall sales effectiveness
- Support talent development, including onboarding, coaching, and ongoing performance feedback
- Strategic Collaboration
- Work cross-functionally with investment, portfolio management, consultant relations, marketing, and client service teams
- Collaborate with subject matter experts to position SEI's full suite of capabilities, including custom OCIO, open architecture implementation, and specialized investment solutions
- Engage effectively with OCIO search consultants, understanding their influence on buyer criteria, process timelines, and selection outcomes
- Market Leadership & Expertise
- Maintain deep expertise in institutional market trends, competitive positioning, and evolving client needs
- Represent SEI externally through industry events, conferences, and thought leadership initiatives
- Continuously refine messaging around SEI's differentiated approach to outsourced investment management and partnership models
- What We Need from You:
- A minimum of 15 years of institutional asset management experience, with a significant focus on business development and sales leadership
- Demonstrated success selling OCIO/fiduciary management and/or institutional investment solutions
- Proven track record of originating and closing large, complex mandates with sophisticated institutional clients
- Experience operating in a player/coach capacity, leading teams while maintaining an individual production goal
- Deep relationships within the Endowment & Foundation and broader institutional marketplace
- Extensive experience engaging with:
- Investment committees and boards
- Internal investment teams and CIOsOCIO search consultants and intermediaries
- Strong understanding of consultative sales methodologies and long-cycle institutional sales processes
- Bachelor's degree required; advanced degree and/or CFA preferredSEI's competitive advantage:
Level
ManagerL7
Location
Mont Clare, PA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
6 days ago
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