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Regional Director of Business Development

2 months ago

Seattle, Washington, United States SEI Investments Full time
About the Role

At SEI Investments, we value our employees and believe in driving growth through change. Part of building a successful organization is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

About the Business

SEI Private Wealth Management helps high net worth individuals and families build and execute wealth management strategies based on their unique goals. By leading clients through our proprietary discovery process, SEI helps them identify, articulate and prioritize goals; track financial resources; and organize those resources against their stated goals. SEI tracks clients' progress towards their goals so they are empowered to make effective and impactful decisions around their wealth.

About the Job

The New Business Development professional's ability to leverage their experience and understanding of the needs of our target market are essential to successfully communicate the SEI Private Wealth Management value proposition. Networking skills are preeminent.

Key Responsibilities
  • Establish and manage a prospect pipeline, drive an agenda, think strategically, create and adapt to any situation
  • Develop and execute business growth strategies to drive revenue and expand market share
  • Build and maintain strong relationships with clients, partners, and stakeholders
  • Identify and pursue new business opportunities, including partnerships and strategic alliances
  • Develop and deliver presentations, proposals, and other sales materials to clients and stakeholders
Requirements
  • Bachelor's degree required
  • A minimum of 7 years of experience in business development, sales, or a related field
  • Proven experience in dealing with high net worth individuals and families
  • Series 65 required
  • Strong presentation skills and ability to conduct in-person meetings effectively
  • Excellent communication and influencing skills
  • Self-starter who is comfortable working in a dynamic environment
  • Excellent written and verbal communication skills
  • Strong organization and time management skills
About SEI Investments

SEI Investments is an Equal Opportunity Employer and a leader in the financial services industry. We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.