SEI · 2 weeks ago
Managing Director, Head of Sales (IBD Channel).
Oaks, PA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSEI is a technology and asset management company that is expanding its Sales and Client Team. They are seeking a Head of Sales to lead the Independent Broker/Dealer (IBD) channel team, focusing on national strategy, revenue growth, and talent development.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Lead national sales strategy and go-to-market business planning and growth for the IBD Sales and Client Team
Develop, own, and optimize the national IBD channel strategy, including segmentation, value propositions, coverage models, and 12–24-month growth plans
Manage and represent annual revenue and pipeline targets with responsibility to forecast with precision and drive performance to plan
Identify new distribution opportunities and expand wallet share within existing broker/dealers
Build, lead, and coach a team of managers, external field sellers, and sales Account Executives
Instill a rigorous operating cadence for pipeline reviews and business reviews with a focus on providing proactive sales and leadership coaching and development
Champion client voice by translating market needs into clear requirements for product, platform, and service teams; validate fit and ROI
Represent SEI at industry conferences, panels, and councils and elevate SEI’s thought leadership in the IBD ecosystem
Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth and implement data‑driven sales management: dashboards for pipeline health, conversion, cycle time, and margin
Partner closely with Head of Sales for the RIA channel to ensure alignment across SEI’s Advisor sales channels, share best practices, and drive integrated growth strategies
Contribute to the overall leadership and strategy of the Advisor business, both within and outside of the Sales organization, by collaborating closely with Marketing, Service, Product, and Operations teams to deliver integrated go-to-market strategies, seamless client experiences, and alignment on growth objectives
Manage the business of the IBD channel, including but not limited to: Quota/goal-setting and compensation modeling
Budget management, including marketing, travel and entertainment
Team recruitment, staffing, knowledge/training and job satisfaction/progression
Management-level execution and problem resolution
Change management and ability to lead transformation
Qualification
Required
A minimum of 10 years of progressive experience in asset/wealth management, fintech/custody platforms, or related financial services client sales
Deep familiarity with the IBD channel, including home‑office decision processes, product shelf architecture, advisor practice models, and platform integrations
Bachelor's degree in Business, Finance, Economics or in a related field, or equivalent experience
Current NASAA Series 65 or Series 66 license to qualify as an investment advisor representative (IAR), or ability to obtain within 90 days
Strong executive presence with the ability to influence senior stakeholders and negotiate balanced, durable agreements
Commercial acumen across pricing, margins, and P&L drivers; comfort with data‑driven management and forecasting
Excellent communication skills; adept at translating technical platform capabilities into business outcomes for diverse audiences
Established success in leading a team and both recruiting and developing talent, with a keen passion for employee engagement and growth
Track record of innovation and cross-functional collaboration
Preferred
Advanced degree, specifically in business administration, strategic management or organizational leadership
Benefits
Comprehensive care for your physical and mental well-being
Strong retirement plan
Tuition reimbursement
Hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
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
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
The Motley Fool
2026-01-19
2026-01-09
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