Business Development Director

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

📋 Description

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

• Collaborate with a partner Account Executive to devise strategies for territory planning and growth.

• Guide and mentor a junior Sales professional.

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

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

• Expand existing client relationships by offering a wider range of SEI solutions to boost share of wallet.

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

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

• Inspire potential clients to embrace change and transition their business.

• Generate new interest and leads from prospective clients.

• Manage inorganic leads throughout the sales cycle.

• Engage proactively with clients and prospective clients through in-person and online meetings, telephone calls, emails, and presentations.

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

• Educate and persuade clients using SEI’s suite of custody, technology, asset management, and business-centric solutions.

• Report directly to the Managing Director and work collaboratively across Sales, Marketing, Product, and Service functions.

• Establish and develop new territories in Texas.

⛳️ Requirements

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

• Proven experience in RIA channel sales.

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

• An advanced degree or credentials such as an MBA and/or CFP® is preferred.

• Possession of a 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 influencing business owners in the RIA sector.

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

• Extensive experience with multi-channel communication, including face-to-face, in-person, and virtual presentations, live and recorded video, phone, and email.

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

• Client-first approach and a strong background in consultative sales.

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

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

• History of surpassing goals.

• Excellent written and verbal communication skills.

• Proven success in client relationship management and buyer satisfaction.

• Willingness to manage up to 80% travel potential.

• Must complete a political contributions questionnaire if requested 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 per year.

• 21 days of PTO per year for new hires, with an increase over time.

• Paid parental leave.

• Back-up childcare arrangements.

• Paid volunteer days.

• Discounted stock purchase plan.

• Investment options available.

• Access to employee networks.

• Additional performance-based sales compensation.