Sales Support Associate - UK Wealth & Adviser

SEI (2 months ago)

HybridFull TimeJunior$57,824 - $77,352 (estimated)Asset Management Distribution

About this role

A Sales Support Associate within SEI’s UK Asset Management Distribution team who helps grow relationships with Independent Financial Advisers (IFAs) and Wealth Managers. The role supports pre- and post-sales activity across a range of investment solutions and provides client-facing assistance and sales enablement. It offers development opportunities within the UK wealth market and exposure to multiple internal teams and investment products.

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Required Skills

Sales Support
Client Service
Relationship Management
Presentation Skills
Communication
Time Management
Organisation
CRM
Excel
PowerPoint

+2 more

Qualifications

IMC
Bachelor's Degree (Economics, Business, Maths, Accounting, Finance)
Master's/MBA
CFA
ACA
ACCA
IAQ
FIA

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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