Business Development Director

This is a fully remote position, open to applicants in Kentucky, +1 more state.

📋 Description

• Oversee business development and territory management for organizations in the Independent Broker/Dealer sector.

• Collaborate with the partner Account Executive to formulate territory strategy planning.

• Evaluate market data, trends, consumer preferences, and competitor actions to enhance client and territory expansion.

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

• Design and execute joint growth strategies.

• Inspire potential clients to adopt change and convert their business.

• Generate new interest and leads from prospective clients.

• Manage inorganic leads through the sales pipeline.

• Interact with clients and prospective clients through in-person meetings, online meetings, phone calls, emails, and both in-person and virtual presentations.

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

• Educate and influence clients utilizing SEI’s solutions across custody, technology, asset management, and business-focused services.

• Manage a territory encompassing Ohio and Kentucky.

• Report directly to a Managing Director and collaborate with Sales, Marketing, Solutions, and Service teams.

⛳️ Requirements

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

• Direct experience in IBD channel sales is highly preferred.

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

• MBA and/or CFP® designation is preferred.

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

• Extensive experience with various communication channels, including face-to-face interactions, one-to-many presentations, virtual presentations, live video, recorded video, phone, and email.

• Capability to influence decision-making at the highest organizational levels.

• Proven background in consultative sales.

• Track record of success in territory management, including strategic planning, execution, and travel.

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

• Demonstrated history of surpassing goals.

• Excellent written and verbal communication skills.

• Proven experience in client relationship management and buyer satisfaction.

• Willingness to travel up to 80%.

🏝️ Benefits

• Comprehensive care for physical and mental well-being.

• Robust retirement plan.

• Tuition reimbursement.

• Support for working parents.

• Flexible Paid Time Off (PTO).

• Healthcare benefits (medical, dental, vision, prescription, wellness, EAP, FSA).

• Life and disability insurance (premiums covered for base coverage).

• 401(k) matching.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays per 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 program.

• Investment options.

• Access to vibrant employee networks.