Business Development Director

Role Overview

SEI’s Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. The Business Development Director will be responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management to drive the continued growth of assets and relationships in the Independent Broker/Dealer (IBD) channel of SEI’s Advisor business.

What You Will Do

The Business Development Director will lead business development and territory management for firms in the Independent Broker/Dealer channel, work in coordination with partner Account Executive to drive territory strategy planning, analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth.

Why It Might Be a Fit

The ideal candidate will embody SEI’s Values of courage, integrity, collaboration, inclusion, connection, and fun, and have a minimum of 7 years of experience in financial services client sales and service support, with direct experience in IBD channel sales strongly preferred.

Requirements

• A minimum of 7 years of experience in financial services client sales and service support, with direct experience in IBD channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics or in a related field.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• Extensive experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone, and email.
• Ability to influence decision-making at the highest levels of an organization, while performing with a client first mentality, and an established background in consultative sales.
• Consistent record of performance in territory management—both in strategic planning, execution, and travel—with outstanding time-management, organizational, and mentor skills, plus the track record of exceeding goals.
• Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction.

Benefits

• Comprehensive care for your 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 (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Paid holidays/year
• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks

Tagged as: Territory Planning