Account Executive

1 day ago

Oaks PA USA, United States SEI Investments Full time
About the Role

We are seeking a highly motivated and experienced Account Executive to join our Sales and Experience Team at SEI Investments. As an Account Executive, you will play a critical role in driving business growth and developing strong relationships with our clients in the Independent Broker/Dealer channel.

Key Responsibilities
  • Serve as the primary point of contact for current firms, leading client and account management in the Independent Broker/Dealer channel.
  • Work in coordination with senior Business Development professionals to drive territory strategy planning.
  • Proactively engage clients and prospective-clients through online meetings, telephone, and email to drive sales agendas and support advisor-client engagement.
  • Influence the development and activation of advisor-client relationships at all stages in the buying journey.
  • Shape and implement sophisticated growth agendas, focusing on motivating prospective-clients to embrace change and convert business.
  • Through mastery of SEI's suite-of-solutions, educate and persuade clients to support their engagement with SEI, across custody, technology, asset management, and business-centric solutions.
Requirements
  • A minimum of 1 year of experience in financial services client sales and service support, with direct experience in the Independent Broker/Dealer channel strongly preferred.
  • Bachelor's degree in Business, Finance, Economics, or a related field, or a minimum of 2 years' SEI experience in lieu of degree.
  • Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
  • 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.
  • Outstanding time-management and organizational skills, with a track record of exceeding expectations.
  • Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, with a willingness to learn and be mentored.
  • Ability to influence decision-making and tackle problems, thinking critically and collaboratively.
  • Excellent written and verbal communications skills, with a track record in buyer satisfaction.
About SEI Investments

SEI Investments is a leading global provider of investment processing, investment management, and investment operations solutions. We are committed to building brave futures for our clients, our communities, and ourselves. As an equal opportunity employer, we recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.

  • Account Executive

    3 days ago

    Oaks, PA , USA, United States SEI Investments Full time

    About the RoleWe are seeking a highly motivated and experienced Account Executive to join our Sales and Experience Team at SEI Investments. As a key member of our team, you will be responsible for driving engagement with our evolving suite-of-solutions and services across independent financial advisors.Key ResponsibilitiesServe as the primary internal...

  • Account Executive

    2 days ago

    Pittsburgh, PA , USA, United States Visvero Full time

    About VisveroVisvero is a technology services company that helps clients leverage data for operations efficiency and improved information utilization. With over 19 years of experience, we have been assisting clients in various industries, including Banking, Insurance, Oil & Gas, Manufacturing, Retail, and Federal & Local governments. Our company is SBA 8a...

  • Account Executive

    2 days ago

    Pittsburgh, PA , USA, United States Audacy Full time

    About the RoleAudacy is seeking a highly motivated and results-driven Account Executive to join its team in Pittsburgh. As an Account Executive, you will be responsible for generating qualified prospects, developing needs-based marketing strategies, and delivering effective sales presentations to clients.Key ResponsibilitiesDevelop and execute sales...

  • Account Executive

    2 days ago

    Pittsburgh, PA , USA, United States Toshiba America Business Solutions Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Toshiba America Business Solutions. As an Account Executive, you will be responsible for selling our full line of office solutions, including multi-functional copiers and printers, and software solutions, to businesses in the Pittsburg, PA territory.Key...

  • Account Executive

    1 week ago

    Pittsburgh, PA , USA, United States Toshiba America Business Solutions Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Toshiba America Business Solutions. As an Account Executive, you will be responsible for selling our full line of office solutions, including multi-functional, full-color copiers and printers, and software solutions, to businesses in the Pittsburg, PA...

  • Account Executive

    1 week ago

    Pittsburgh, PA , USA, United States Dell Full time

    Transforming Opportunities into ActionDell's Direct Sales team is dedicated to developing strong relationships with customers and driving growth across existing accounts. As an Account Executive, you will play a critical role in identifying new business opportunities and expanding our presence in key markets.Key Responsibilities:Develop and execute business...

  • Account Executive

    2 hours ago

    Thousand Oaks, California, United States SAGE Publishing Full time

    Job Title: Account ExecutiveSage US College Sales is seeking a highly motivated and results-driven Account Executive to join our team. As an Account Executive, you will be responsible for strategically calling on Higher Education faculty within a designated geographical territory to drive market share growth and usage of Sage digital and print course...

  • Account Executive

    1 week ago

    Pittsburgh, PA , USA, United States AlphaGraphics Full time

    Job Summary:We are seeking a highly motivated and experienced Account Executive to join our team at AlphaGraphics. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with existing clients, and driving revenue growth.About Us:AlphaGraphics is a leading...

  • Account Executive

    4 weeks ago

    USA, United States Check Full time

    Check is leading a revolution in the payroll industry. Payroll is the backbone of the US economy, and yet it has not undergone significant innovation in decades. We invented the embedded payroll space to change that see:), both for the business owners who spend countless hours per week running payroll and for the millions of Americans who depend on their...

  • Account Executive

    1 day ago

    Pittsburgh, PA , USA, United States FirstLight Fiber Full time

    About the RoleWe are seeking a highly skilled Account Executive to join our team at FirstLight Fiber. As a key member of our sales organization, you will be responsible for driving revenue growth and bringing in new business from prospects and existing customers.Key ResponsibilitiesNegotiate and close sales opportunities to meet or exceed revenue...

  • Account Executive

    3 days ago

    Pittsburgh, PA , USA, United States FirstLight Fiber Full time

    About the RoleWe are seeking a highly skilled Account Executive to join our team at FirstLight Fiber. As a key member of our sales organization, you will be responsible for driving revenue growth and bringing in new business from prospects and existing customers.Key ResponsibilitiesNegotiate and close sales opportunities to meet or exceed revenue...

  • Account Executive

    3 days ago

    Pittsburgh, PA , USA, United States Innovation Works Full time

    About Us:Innovation Works is a team of accomplished researchers, engineers, operations, and business development professionals who have been instrumental in changing the landscape of the industry with a proven global impact for over two decades.We have tackled some of the hardest problems facing industries, including transportation, construction, municipal...

  • Enterprise Account Executive

    1 week ago

    Whitehall, PA , USA, United States T-Mobile Full time

    Job OverviewT-Mobile is seeking a highly motivated and results-driven Enterprise Account Executive to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with existing and new customers, identifying business needs, and providing solutions that meet their requirements.Key...

  • Account Executive

    4 weeks ago

    USA, United States EVPassport Full time

    EVPassport is the EV Charging hardware and software platform for purpose-driven organizations. Brands committed to sustainability rely on EVPassport to provide their customers with the most seamless payment experience to charge any electric vehicle without requiring a separate app, account or a top-up balance. EVPassport is the only platform that enhances...

  • Account Executive

    4 weeks ago

    USA, United States Interface Inc. Full time

    Job DescriptionInterface is looking for a strategic seller who can connect our story and products to customers, find creative solutions, and work collaboratively with a dynamic sales team. This is an entry level sales role, joining a team of experienced Account Executives in one of Interface's highest producing markets. This position will be based in Augusta...

  • Senior Account Executive

    2 days ago

    Haverford, PA , USA, United States Partner's Consulting Inc Full time

    Job Title: Sr. Account ExecutiveLocation: Remote / Philadelphia, PA RegionHome Office: Haverford, PAType: PermanentJob SummaryWe are seeking an experienced, trustworthy, and organized Sr. Account Executive in the Philadelphia region. Qualified candidates will have a minimum of 7 years of experience working as an IT Staffing/Recruiting Account Executive and...

  • Account Executive

    1 month ago

    Remote, PA, USA, United States Deluxe Full time

    This is a REMOTE role BUT you MUST reside in the Greater Philadelphia Market Territory. Benefits Eligibility -> DAY 1WHO YOU ARE:Do you enjoy building relationships? Are you a people person? Do you have a knack for listening? Do you excel in finding solutions to help your clients?ABOUT US: Fitech by Deluxe delivers payment processing solutions to financial...

  • Senior Account Executive

    1 day ago

    United, PA , USA, United States ePlus Full time

    About the RoleePlus is seeking a highly skilled Senior Account Executive to join our team. As a key member of our sales team, you will be responsible for driving revenue growth and expanding our presence in the market.Key ResponsibilitiesProspect and qualify new business opportunities to drive revenue growthDevelop and maintain strong relationships with...

  • Account Executive

    4 weeks ago

    USA, United States Housecall Pro Full time

    Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America's 100 million homes.We're all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be...

  • Enterprise Account Executive

    3 days ago

    Whitehall, PA , USA, United States T-Mobile Full time

    Unlock Your Earnings PotentialAt T-Mobile, we're redefining the way businesses buy wireless services by leading in customer care, product, and network innovation. Our advanced nationwide 4G and 5G networks deliver outstanding wireless experiences for customers who refuse to compromise on quality and value.Job OverviewWe're seeking bold, uncompromising...