SEI

Business Development Director, SEI Wealth Platform

SEI (1 year ago)

HybridFull TimeDirector$154,680 - $204,903 (estimated)Private Banking & Wealth Management
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About this role

A Business Development Director in SEI’s Private Banking & Wealth Management business focused on establishing, building and closing new business opportunities in the UK market. The role targets wealth managers such as private banks, advisers and private client investment managers and represents the SEI Wealth Platform to prospects. It sits within SEI’s Private Banking & Wealth Management organization and supports smooth handovers to relationship and client service teams.

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Required Skills

  • Relationship Building
  • Prospecting
  • Consultative Sales
  • Lead Generation
  • Networking
  • Market Research
  • Sales Strategy
  • Negotiation
  • Stakeholder Management
  • Client Onboarding

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SEI

About SEI

seic.com

SEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.

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