Account Executive

About the role

The Advisor business at SEI is expanding its Sales & Experience Team to accelerate business growth. SEI is hiring an Account Executive to join the team and directly partner with senior Business Development professionals to drive engagement with SEI's suite-of-solutions and services across independent financial advisors.

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 senior Business Development professional to drive territory strategy planning.
• Proactively engage clients and prospective-clients, led by online-meetings, telephone and 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 in a related field, or 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 the track record of exceeding expectations.
• Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, and 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.

Qualifications

• Headquarters-based in the Oaks, Pennsylvania Global Headquarters with limited travel.

Skills

• Courage
• Integrity
• Collaboration
• Inclusion
• Connection
• Fun

Benefits

• Comprehensive care for physical and mental well-being
• Strong retirement plan
• Tuition reimbursement
• A hybrid working environment for most roles
• Support for working parents
• Paid Parental Leave
• Paid Volunteer Days
• Discounted Stock Purchase Plan
• Investment Options
• Access to Thriving Employee Networks