Business Development Director

SEI (4 months ago)

HybridFull TimeDirector$132,441 - $176,848 (estimated)Sales

About this role

The Business Development Director is a senior, client-facing leader within SEI’s Wealth Advisor Client Team focused on expanding relationships with SEC-registered Registered Investment Adviser (RIA) firms. The role is a high-visibility position representing SEI’s custody, technology, and investment management capabilities to prospective and existing advisor clients. It requires deep knowledge of the advisor market and close collaboration with cross-functional teams to support firm-level growth initiatives.

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Required Skills

Business Development
Territory Management
Client Acquisition
Relationship Management
Consultative Sales
Presentations
Market Analysis
Account Management
Mentoring
Time Management

+2 more

Qualifications

Bachelor's Degree
MBA
CFP
Series 65
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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