Business Development Director

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

📋 Description

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

• Collaborate with the partner Account Executive to strategize territory planning and growth.

• Mentor and guide junior Sales professionals.

• Present SEI’s comprehensive solutions in custody, technology, and investment management.

• Propel net new business expansion.

• Examine market data, trends, consumer preferences, and competitor actions to enhance client and territory growth.

• Expand the engagement of existing firm clients with a wider range of SEI solutions to boost wallet share.

• Influence the establishment and development of new advisor-client relationships throughout the purchasing journey.

• Design and execute complex, diverse, and collaborative growth strategies.

• Inspire potential clients to adopt change and transition their businesses.

• Generate fresh interest and leads among prospective clients.

• Manage inorganic leads throughout the sales process.

• Actively engage clients and potential clients via in-person and online meetings, phone calls, emails, and virtual presentations.

• Drive sales initiatives and support advisor-client engagement health.

• Educate and convince clients about SEI’s offerings across custody, technology, asset management, and business-oriented solutions.

• Report directly to the Managing Director.

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

• Oversee the territory of Chicago, Illinois.

⛳️ Requirements

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

• Direct experience in RIA channel sales.

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

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

• Advanced understanding of the advisor market, especially within the RIA channel.

• Strong familiarity with RIA custody and technology platforms.

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

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

• Proven experience providing custody/technology and business-centric advisory services.

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

• Capable of influencing decision-making at the highest levels of an organization.

• Established history in consultative sales.

• Proven track record in territory management, including strategic planning, execution, and travel.

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

• Proven history of exceeding performance goals.

• Excellent verbal and written communication skills.

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

• Willingness to travel up to 80% of the time.

🏝️ Benefits

• Comprehensive healthcare options including medical, dental, vision, prescription coverage, wellness programs, EAP, and FSA.

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

• 401(k) matching contributions.

• Tuition reimbursement and education assistance programs.

• Commuter benefits available.

• Up to 11 paid holidays each year.

• 21 days of Paid Time Off (PTO) annually, prorated for new hires, with increases over time.

• Paid parental leave benefits.

• Backup childcare arrangements provided.

• Paid volunteer days offered.

• Discounted stock purchase plan available.

• Various investment options provided.

• Access to employee networking opportunities.

• Flexible Paid Time Off (PTO) policy.

• Support available for working parents.