SEI · 9 hours ago
Business Development Director
Oaks, PA
Full-time
Hybrid
Mid, Senior Level
7+ years expSEI is a technology and asset management company seeking a Business Development Director to join their growing Wealth Advisor business. The role involves leading business development efforts, managing client relationships, and driving growth in the Registered Investment Adviser channel.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Lead business development and territory management for predominantly SEC-registered RIA firms, in the RIA channel of SEI’s Wealth Advisor Business
Deliver the entire SEI ecosystem, encompassing custody, technology and investment management, driving net new business growth results
Work in coordination with partner Client Experience Associate to drive territory strategy planning and growth. In addition, lead and mentor this junior Sales professional
Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, with a focus on penetrating existing firm-clients with broader SEI solutions to increase share of wallet
Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey
Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and transition business
Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while also managing the development of inorganic leads through the sales process
Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health
Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions
Serve as part of the front-line for receiving and assimilating client feedback, helping to drive the vision, development and improvement of SEI’s RIA experience, platform and services
Qualification
Required
A minimum of 7 years of experience in financial services client sales and service support, with direct experience in RIA channel sales
Bachelor's degree in Business, Finance, Economics or in a related field
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days
Strong knowledge of RIA custody and technology platforms, strong network of relationships in the RIA community, as well as direct experience in influencing business owners in this channel and delivering both custody/technology and business-centric advice and influence
Extensive experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email
Ability to influence decision-making at the highest levels of an organization, while performing with a client first mentality, and an established background in consultative sales
Consistent record of performance in territory management—both in strategic planning, execution, and travel—with outstanding time-management, organizational and mentor skills, plus the track record of exceeding goals
Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction
Preferred
Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred
Benefits
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
A discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2025-12-04
2025-10-25
Company data provided by crunchbase