Business Development Director

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee business development and territory management primarily for SEC-registered RIA firms within SEI’s Wealth and Advisor Business.

• Collaborate with the Account Executive to facilitate territory strategy planning and growth initiatives.

• Mentor and guide junior Sales professionals.

• Provide SEI’s custody, technology, and investment management ecosystem to stimulate net new business growth.

• Examine market data, trends, consumer preferences, and competitor activities to enhance client and territory expansion.

• Expand existing client relationships by introducing broader SEI solutions to increase share of wallet.

• Influence the development and acquisition of new advisor-client relationships throughout the purchasing process.

• Design and implement sophisticated, diverse, and collaborative growth agendas.

• Inspire prospective clients to accept change and transition their business.

• Generate new interest and leads from prospective clients.

• Manage inorganic leads throughout the sales process.

• Actively engage clients and potential clients through in-person and online meetings, telephone calls, emails, and presentations.

• Propel sales agendas and support the health of advisor-client engagement.

• Educate and persuade clients regarding SEI solutions across custody, technology, asset management, and business-centric offerings.

• Report directly to the Managing Director.

• Collaborate across functions with Sales, Marketing, Product, and Service organizations.

• Share accountability for territory growth goals, business development, relationship management, account management, and advisor-client experience.

⛳️ Requirements

• At least 7 years of experience in financial services client sales and service support.

• Direct experience in RIA channel sales.

• Bachelor’s degree in Business, Finance, Economics, or a related field.

• Current NASAA Series 65 or Series 66 license, or the ability to obtain one within 90 days.

• Strong understanding of RIA custody and technology platforms.

• Well-established network of relationships within the RIA community.

• Direct experience in influencing business owners in the RIA sector.

• Experience providing custody/technology and business-centric advice and influence.

• Extensive background in multi-channel communication, including face-to-face interactions, presentations, live video, recorded video, phone, and email.

• Ability to influence decision-making at senior organizational levels.

• Proven track record in consultative sales.

• Demonstrated success in territory management, strategic planning, execution, and travel.

• Exceptional time-management, organizational, and mentoring abilities.

• Proven history of exceeding performance goals.

• Excellent written and verbal communication competencies.

• Established track record in client relationship management and buyer satisfaction.

• Potential for up to 80% travel.

• A political contribution disclosure questionnaire may be required under SEC Rule 206(4)-5.

🏝️ Benefits

• Comprehensive care for physical and mental well-being.

• Strong retirement plan.

• Tuition reimbursement.

• Support for working parents.

• Flexible Paid Time Off (PTO).

• Healthcare benefits including medical, dental, vision, prescription, wellness, EAP, and FSA.

• Life and disability insurance, with premiums covered for base coverage.

• 401(k) matching contributions.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays each year.

• 21 days of PTO annually, pro-rated for new hires, with increases over time.

• Paid parental leave.

• Back-up childcare arrangements.

• Paid volunteer days.

• Discounted stock purchase plan.

• Investment options available.

• Access to employee networks.