SEI · 3 days ago
Professional Services – Sales Executive, Business Process Services
Oaks, PA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSEI is a leading global provider of investment processing, management, and operations solutions. They are seeking a Sales Executive to drive new client engagement in the banking, wealth management, and asset management sectors, focusing on business process services opportunities.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Identify and pursue new business opportunities within banking, wealth management, and asset management sectors
Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events
Conduct needs assessments and discovery calls to understand client requirements and align SEI’s Professional Services solutions
Collaborate with solution consultants, marketing, and product teams to develop tailored proposals and presentations
Lead the sales process from initial contact through contract negotiation and closing
Maintain accurate records of activities and pipeline status in CRM
Track market trends and competitor offerings to inform business development strategies
Represent SEI at industry conferences, webinars, and client meetings
Qualification
Required
A minimum of 8 years of experience in successful business development in banking, wealth management, or professional services industries
Strong consultative selling and relationship-building skills
Proven track record in wealth management operations across front, middle, and back-office functions
Ability to articulate complex service offerings and value propositions
Experience with CRM systems (Salesforce or equivalent)
Excellent communication, negotiation, and presentation skills
Self-motivated, results-driven, and able to work independently and as part of a team
This position will require at least 50% travel to industry conferences, networking events, prospect or client sites
Familiarity with Agile methodology
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Preferred
Bachelor's degree in Business, Finance, Economics, or related field preferred
Experience with digital transformation or platform migration in wealth management 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 (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
2025-12-04
2025-10-25
Company data provided by crunchbase