Account Executive

SEI’s Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. This professional will directly partner with a senior Business Development professional and focus efforts on driving engagement with SEI’s evolving suite-of-solutions and services across independent financial advisors.

About the role

The role is responsible for, to varying degrees, acquisition, onboarding, and activation of new client relationships; continued development and increasing share-of-wallet of existing client relationships; and client retention. Additionally, the role includes territory management to drive growth in the Independent Broker/Dealer channel of SEI’s business. This is an excellent opportunity for a growth-minded professional seeking a fast-paced and diverse work environment, who is passionate about problem-solving, leading change, and learning through direct experience and coaching.

This role reports to the Manager of Inside Sales, is jointly managed by a Managing Director of the Sales & Experience Team, and works directly with a dedicated senior Business Development professional and cross-functionally across the Sales, Solutions, and Service organizations. Together, you will be responsible for territory growth goals and overseeing business development, relationship management, account management, and experience for advisor-client firms in the territory. This role is headquarters-based in the Oaks, Pennsylvania Global Headquarters.

Responsibilities

• Serve as the primary internal point-of-contact for current firms, leading client and account management in the Independent Broker/Dealer channel.
• Work in coordination with a partner senior Business Development professional to drive territory strategy planning.
• Proactively engage clients and prospective clients, led by online meetings, telephone, email, and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health.
• Influence the development and activation of 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 convert business.
• 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.

Requirements

• A minimum of 1 year of experience in financial services client sales and service support, with direct experience in independent Broker/Dealer channel sales strongly preferred.
• Bachelor’s degree in Business, Finance, Economics, or a related field, or a minimum of 2 years’ SEI experience in lieu of degree.
• Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
• 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.
• Outstanding time-management and organizational skills, plus a track record of exceeding expectations.
• Ability to thrive in a fast-paced environment and work both within a team and independently as a self-starter, with a willingness to learn and be mentored.
• Ability to influence decision-making and tackle problems, thinking critically and collaboratively.
• Excellent written and verbal communications skills with a track record in buyer satisfaction.

This position is based in the Oaks, Pennsylvania Global Headquarters with limited travel.

Benefits

• Comprehensive 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 per year.
• 21 days PTO per year (pro-rated for new hires, increasing over time).
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.