Director, Investment Product Sales

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

📋 Description

• Propel the adoption of SEI's investment capabilities while generating net new AUM and revenue growth through key channels.

• Market SEI's ETFs, alternative investments, model portfolios, and forthcoming investment solutions.

• Establish and sustain a structured sales pipeline that effectively converts opportunities into asset growth.

• Collaborate with the Head of Investment Product Sales and the Commercialization team on go-to-market initiatives and product rollouts.

• Elevate SEI's visibility and presence in the market.

• Cultivate relationships with advisors, CIOs, investment teams, asset managers, and other essential decision-makers.

• Manage a designated territory and foster relationships with RIAs, independent broker-dealers, and asset management firms.

• Generate new business opportunities and enhance engagement with key decision-makers.

• Position SEI as a reliable investment partner within the designated territory.

• Work alongside sales, product, investment management, and marketing teams to promote commercialization and growth.

• Utilize existing SEI relationships and capabilities to broaden client opportunities and enhance client outcomes.

⛳️ Requirements

• At least 5 years of experience in investment product sales, distribution, or business development.

• Demonstrated success in generating net new assets, achieving revenue growth, and surpassing sales objectives.

• Competence in establishing connections, building relationships, and influencing advisors, CIOs, and investment decision-makers.

• Strong knowledge of advisor distribution channels, investment products, and commercialization strategies.

• Experience in developing and overseeing a high-quality sales pipeline with consistent follow-through.

• Preferred existing relationships within the RIA, independent broker-dealer, and/or asset management sectors.

• Possession of FINRA licenses (SIE, Series 7, and Series 63/66) or the ability to obtain them.

• Openness to extensive travel within the assigned territory.

🏝️ Benefits

• Comprehensive physical and mental well-being care.

• Strong retirement plan.

• Tuition reimbursement.

• Support for working parents.

• Flexible Paid Time Off (PTO).

• Healthcare coverage: medical, dental, vision, prescription, wellness, EAP, FSA.

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

• 401(k) matching.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays per year.

• 21 days of PTO per year, pro-rated for new hires, increasing over time.

• Paid parental leave.

• Back-up childcare arrangements.

• Paid volunteer days.

• Discounted stock purchase plan.

• Investment options.

• Access to employee networks.