Sales Executive, Professional Services

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

📋 Description

• Drive engagement with new clients in the banking, wealth management, and asset management sectors.

• Showcase opportunities within SEI Professional Services' offerings.

• Work in conjunction with Professional Services consultants and enterprise sales to promote growth in the territory.

• Generate leads throughout the US, UK, and other targeted areas.

• Conduct outbound calls to potential clients.

• Address sales-related inquiries from a specific group of existing clients.

• Master SEI’s Professional Services portfolio and educate prospects accordingly.

• Keep precise records of interactions and pipeline data in CRM.

• Partner with marketing to enhance lead generation strategies and customize messaging.

• Contribute approximately $2.5–3.5M to the annual sales pipeline.

• Travel for prospect and client meetings.

⛳️ Requirements

• At least 8 years of sales experience.

• Direct experience in the banking and wealth management sectors.

• Preferred experience in Fin-Tech or similar industries.

• Demonstrated success in proactive lead generation and sales.

• Excellent communication skills in face-to-face, virtual presentations, phone, email, and social media contexts.

• Strong consultative selling abilities and communication skills.

• Capacity to convey complex service offerings in a client-centric manner.

• Exceptional time-management and organizational capabilities.

• Ability to thrive in a fast-paced environment, both as part of a team and independently.

• Eagerness to learn and receive mentorship.

• Experience with CRM systems, such as Salesforce or similar.

• Willingness to travel at least 50% for client and prospect engagements.

• Familiarity with Agile methodologies.

• Preferred experience with digital transformation or platform migration in wealth management.

• Alignment with SEI Values: courage, integrity, collaboration, inclusion, connection, and fun.

🏝️ 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: 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 annually.

• 21 days of PTO per year, prorated for new hires, with increases over time.

• Paid parental leave.

• Backup childcare arrangements.

• Paid volunteer days.

• Discounted stock purchase plan.

• Investment options.

• Access to employee networks.