SEI · 1 week ago
Professional Services – Sales Executive, IT Services and Consulting
Oaks, PA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSEI is a leading global provider of investment processing, investment management, and investment operations solutions. The company is seeking a Sales Executive to drive client engagement across banking, wealth management, and asset management sectors, focusing on presenting new opportunities and collaborating with various teams to enhance service offerings.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions
Make outbound calls to prospective clients to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions
Respond to sales-related inquiries from a dedicated subset of existing clients
Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings
Maintain accurate records of interactions and pipeline status in CRM
Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering
Pipeline Contribution: ~$2.5-3.5M annually
Qualification
Required
A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred
Proven track record of successful proactive lead generation and sales experience
Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media
Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language
Outstanding time-management and organizational skills, with a track record of exceeding expectations
Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored
Experience with CRM systems (Salesforce or equivalent)
This position will require at least 50% travel for prospect and client engagements
Familiarity with Agile methodology
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Preferred
Experience with digital transformation or platform migration in wealth management
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 (78)
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
2026-01-09
2025-12-04
Company data provided by crunchbase