Regional Director of Sales and Business Development
1 week ago
We are seeking a highly motivated and results-driven Regional Director of Sales to join our North American Institutional team at SEI. As a key member of our Institutional Sales team, you will be responsible for cultivating relationships with institutional asset owners, identifying prospective clients, and developing a sales strategy based on a prospect's unique circumstances.
Key Responsibilities- Manage the entire sales process from prospect identification to onboarding of a new client
- Develop a strategy with a clear understanding of the prospective institutional client's organizational needs, including cash flow, liquidity requirements, and risk tolerance
- Work across functional teams to grow SEI's Institutional OCIO business, including collaboration with Investment Management, Marketing, Advice, and Client Management Teams
- Present to prospective clients with SEI team members in a boardroom setting
- Provide leadership and bring innovative ideas to assist SEI in evolving our OCIO business relative to the competitive landscape
- Identify differentiating investment and non-investment practices to enhance SEI's OCIO offering
- Desire to contribute to the growth of SEI's Institutional OCIO business
- Minimum of 7 years of experience in the investment management industry
- Bachelor's degree in Business, Finance, Economics, or a related field
- Deep understanding of the institutional investor marketplace and SEI's investment process
- Strong leadership skills with the ability to think strategically and creatively
- Critical business skills including excellent communication, cross-selling, customer negotiation, problem-solving, presentation, and project management skills
- Demonstrated track record of providing advice on investment policy, strategic asset allocation, risk management, asset class structure, and implementation for both traditional and non-traditional investments
- Strong understanding of illiquid investment strategies on both a standalone basis and in the context of a client's overall asset allocation
- Knowledge of the evolving responsible investing landscape, including DEI, ESG, SRI, and Impact Investing
- Travel will be required and could vary between 40-60%
- Comprehensive care for your physical and mental well-being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment for most roles
- Support for working parents
- Flexible Paid Time Off (PTO)
- Discounted stock purchase plan
- Investment options
- Access to thriving employee networks
SEI is a leading global provider of investment processing, investment management, and investment operations solutions. We are a technology and asset management company delivering on our promise of building brave futures for our clients, our communities, and ourselves. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.
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