Managing Director, Head of Sales (IBD Channel).

SEI (2 months ago)

Oaks, PAOnsiteFull TimeDirector$140,605 - $188,779 (estimated)Sales

About this role

Senior leader for SEI’s Advisor business responsible for the Independent Broker/Dealer (IBD) channel, focused on growing SEI’s advisor-facing business across broker/dealers and affiliated advisors. The role is based at SEI headquarters in Oaks, Pennsylvania and reports to the Head of the Advisor business. Requires deep experience in asset/wealth management and familiarity with the U.S. financial advisor ecosystem.

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Required Skills

Sales Strategy
Go-To-Market
Revenue Growth
Team Leadership
Forecasting
Pipeline Management
Client Relations
Negotiation
P&L
Data Analysis

+4 more

Qualifications

Bachelor's Degree
Advanced Degree Preferred
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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