Business Development Director

SEI (3 months ago)

HybridFull TimeDirector$100,000 - $120,000Sales

About this role

SEI is expanding its Advisor Sales & Experience Team and is hiring a Business Development Director to serve as the primary client-facing leader within the Independent Broker/Dealer (IBD) channel. The role is territory-based across Northern California, Idaho, Oregon and Washington and is focused on accelerating asset and relationship growth for SEI’s Advisor business. The position reports to a Managing Director and partners with cross-functional teams to drive the business forward.

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Required Skills

Client Acquisition
Territory Management
Account Management
Consultative Sales
Market Analysis
Relationship Management
Sales Strategy
Presentations
Communication
Time Management

Qualifications

Bachelor's Degree
MBA (Preferred)
CFP (Preferred)
NASAA Series 65
NASAA Series 66

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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