[Hiring] Sales Executive @SEI

Role Description

SEI’s Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for presenting new opportunities across SEI’s Professional Services offerings, such as:

• Outsourced CTO
• Organizational Change Management
• Workforce Augmentation
• Data Cloud & Analytics
• Systems Integration
• Application Development & Design

This is an excellent opportunity for someone who is a strategic thinker, relationship builder, and is passionate about helping clients achieve technological and operational transformation. This role will work cross-functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization.

Key responsibilities include, but are not limited to:

• Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
• Make outbound calls to prospective clients to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
• Respond to sales-related inquiries from a dedicated subset of existing clients.
• Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings.
• Maintain accurate records of interactions and pipeline status in CRM.
• Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
• Pipeline Contribution: ~$2.5-3.5M annually.

Qualifications

• A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
• Proven track record of successful proactive lead generation and sales experience.
• Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
• Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
• Outstanding time-management and organizational skills, with a track record of exceeding expectations.
• Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
• Experience with CRM systems (Salesforce or equivalent).
• This position will require at least 50% travel for prospect and client engagements.
• Familiarity with Agile methodology.
• Experience with digital transformation or platform migration in wealth management preferred.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection, and fun.

Benefits

• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA).
• Life and disability insurance (premiums paid for base coverage).
• 401(k) match.
• Education assistance.
• Commuter benefits.
• Up to 11 paid holidays/year.
• 21 days PTO/year pro-rated for new hires which increases over time.
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks and more.

Company Description

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology, our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success.