Regional Director of Business Development

2 days ago


Seattle, Washington, United States SEI Investments Full time
Unlock Your Potential as a Regional Director of Business Development

At SEI Investments, we're committed to empowering our employees to drive growth through change. As a Regional Director of Business Development, you'll play a critical role in helping us achieve this goal by developing and challenging our employees to achieve their objectives through internal job mobility.

About SEI Private Wealth Management

SEI Private Wealth Management is a business unit of SEI Investments, delivering an innovative and comprehensive wealth management offering to high-net-worth individuals and families. Our solutions include Investment Management, Financial Management and Reporting, Legacy and Estate Planning, as well as Aggregated Reporting and Score Carding.

Your Key Responsibilities
  • Leverage your experience and understanding of the needs of our target market to successfully communicate the SEI Private Wealth Management value proposition.
  • Network and build relationships with ultra-high net worth individuals and families.
  • Establish and manage a prospect pipeline, drive an agenda, think strategically, and create and adapt to any situation.
  • Conduct in-person meetings and presentations to effectively communicate our value proposition.
Requirements
  • Bachelor's degree required.
  • A minimum of 7 years of experience in business development or a related field.
  • Proven experience in dealing with ultra-high net worth individuals and families.
  • Series 65 required.
What We're Looking For
  • Strong presentation skills and ability to conduct in-person meetings effectively.
  • Excellent communication and influencing skills.
  • A self-starter who is comfortable working in a dynamic environment.
  • Excellent written and verbal communication skills.
  • Strong organization and time management skills.
Compensation and Benefits

The base salary for this role is $150,000 - $175,000 per year. This position will also be eligible to earn commissions based on sales each year, subject to company approval. SEI Investments is an Equal Opportunity Employer.



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