Sales Director

SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and managing assets; we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, lead change, and help protect assets. Technology and operations: The heartbeat of our business.

We address the whole of business transformation. From the front to back office, our technology solutions create connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new Sales Director for our Alternatives Fund Administration platform. The Sales Director will focus on selling our complete outsourcing services to investment managers in the Alternative Investments space. This position will be responsible for managing a sales process for our service offering, developing a pipeline, managing client relationships and providing input as to the future direction of our business in the this market.

What you will do:

• Execute on sales plan

• Identify, qualify and pursue new business prospects

• Generate proposals and quotes

• Work with internal and external counterparts to close sales

• Build and maintain credible relationships with prospects, clients and industry "Centers of Influence"

• Develop and maintain a working knowledge of fund industry

• Develop and support sales presentation and design

• Create and manage sales pipeline

• Analyze sales territory and provide strategic plan

• Conduct competitor analysis

• Maintain contact with all firms in database to uncover new opportunities

• Participate in regular team sales meetings and training

• Maintain and demonstrate understanding and knowledge of prospect's business needs and SEI's services and solutions

• Coordinate and manage the RFP process

• Attend industry conferences, seminars and trade shows

• We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career

What we need from you:

• BA / BS in Business, Accounting, Finance, Economics, Mathematics.

• Alternative Investment Product knowledge required.

• Minimum 10 years of experience in the Financial Services industry.

• Knowledge of investment management compliance matters.

• Experience in managing sales process from lead generation to relationship management.

• Experience with Miller Heiman or comparable strategic selling process a plus.

• Strong PowerPoint, Excel, Word and Internet skills.

• Extensive travel is required.

What we would like from you:

• Adaptable to manage fast-paced, challenging sales environment.

• Excellent interpersonal skills.

• Strong organizational skills.

• Excellent communication and influencing skills.

• Strong analytical and critical thinking skills.

• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/ (https://www.seic.com/)

The base salary pay for this role is $90,000 to $250,000 per year. This position will also be eligible to earn commissions based on sales each year, subject to company approval.

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. 

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP