Business Development Director

We need to output HTML fragment with sections: About the role? The posting includes description. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title. No Job ID. Remove boilerplate like EEO, legal, etc. Also remove application instructions. We need to preserve substantive info. Let's parse content: First paragraph: description of role, high-profile business development role, responsibilities: new producing advisor acquisition, onboarding, activation, territory management, drive growth of assets and relationships in IBD channel. Also mentions reporting to Managing Director, works with Account Executive, cross functionally across Sales, Marketing, Solutions, Service. Territory: Ohio and Kentucky. Then "What You Will Do" bullet list (actually sentences). We'll treat as Responsibilities. Then "What We Need From You": requirements: min 7 years experience, bachelor's degree, advanced degree preferred, NASAA Series 65/66 license, extensive experience in multi-channel communication, ability to influence decision-making, consultative sales background, consistent record in territory management, travel up to 80%, excellent written/verbal communication, client relationship management. Then "What We Would Like From You": SEI values. Then "Compensation": base salary range $100k-$120k, performance-based sales compensation plan. Then "SEI’s Competitive Advantage": benefits description: comprehensive care, retirement plan, tuition reimbursement, support for working parents, flexible PTO, list of benefits: healthcare, life/disability insurance, 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 and more. Then other paragraphs about company, equal opportunity, AI guidelines - these are boilerplate to remove. We need sections: About the role (maybe a brief summary), Responsibilities (What You Will Do), Requirements (What We Need From You), Qualifications (maybe advanced degree/credentials?), Skills (maybe communication, influence, etc.), Benefits, Pay, Schedule (travel up to 80% maybe schedule? Not explicit schedule but travel potential). The instruction: include a section ONLY when posting has real, specific content for it. So we need to decide which sections have content. - About the role: we have introductory paragraph describing role. That's substantive. So include About the role. - Responsibilities: "What You Will Do" list. Include. - Requirements: "What We Need From You" includes experience, education, license, etc. That's requirements. Include. - Qualifications: maybe advanced degree or credentials preferred. Could be separate but we could combine with Requirements. However we need to avoid thin sections. Could combine qualifications into Requirements or Skills. But we need to follow headings list; we can include Qualifications if there is specific content like "Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred." That's qualification. Could be separate. - Skills: "Extensive experience in multi-channel communication mediums... Ability to influence decision-making... Excellent written and verbal communications skills..." That's skills. Could be separate. - Benefits: detailed list. Include. - Pay: base salary range and performance-based plan. Include. - Schedule: travel up to 80% travel potential. That's schedule/travel. Could be included as Schedule section. We must not include placeholder like "commensurate with experience". Not present. We must not repeat job title. Not include Job ID. We must not include boilerplate like EEO, AI guidelines, etc. We need to output only HTML fragment, no /. Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. Thus we need to convert bullet-like sentences into list items. Let's extract each piece. About the role: The first paragraph(s) up to "What You Will Do". Let's capture: "SEI’s Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team! In this high-profile business development role, this professional will be the most prominent client- and prospective-client-facing individual—responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management—to drive the continued growth of assets and relationships in the Independent Broker/Dealer (IBD) channel of SEI’s Advisor business. This is an excellent opportunity for an accomplished sales and client experience specialist who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships. This role reports directly to a Managing Director and works with a dedicated Account Executive and cross functionally across the Sales, Marketing, Solutions and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory. This role is territory-based, covering a territory consisting of Ohio and Kentucky." We can put that in

  . Responsibilities: "What You Will Do" list items: - Lead business development and territory management for firms in the Independent Broker/Dealer channel. - Work in coordination with partner Account Executive to drive territory strategy planning. - Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth. - Influence the development and acquisition of new 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. - Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while also managing the development of inorganic leads through the sales process. - Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health. - 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. We'll make each a

• . Requirements: "What We Need From You" items: - A minimum of 7 years of experience in financial services client sales and service support, with direct experience in IBD channel sales strongly preferred. - Bachelor’s degree in Business, Finance, Economics or in a related field. - Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred. - Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days. - Extensive 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. - Ability to influence decision-making at the highest levels of an organization, while performing with a client first mentality, and an established background in consultative sales. - Consistent record of performance in territory management—both in strategic planning, execution, and travel—with outstanding time-management, organizational and mentor skills, plus the track record of exceeding goals. - Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction. - This position includes territory management and up to 80% travel potential. Note: The last bullet about travel could go to Schedule but it's also a requirement. We'll keep it here maybe. Qualifications: maybe we separate advanced degree/credentials? But we already included that in Requirements. To avoid duplication, we could keep Requirements as experience, education, license; Qualifications as advanced degree/credentials preferred; Skills as communication, influence, etc. But we need to avoid thin sections. Let's see if we have enough content for each. Qualifications: "Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred." That's a single line; could be thin but still specific. Might be okay as its own section. Skills: "Extensive experience in multi-channel communication mediums... Ability to influence decision-making... Excellent written and verbal communications skills..." That's multiple. But we already have those in Requirements. To avoid duplication, we need to decide where each piece goes. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we must not lose any info. If we split, we must ensure each piece appears somewhere. Duplication is okay? It says do not repeat job title as heading, but not about repeating content. It didn't forbid duplication. However better to avoid redundancy but not required. We can keep all in Requirements and not have separate Qualifications/Skills if we think they'd be thin. But we need to follow headings list: we can include sections only when posting has real, specific content for it. If we think Qualifications and Skills are covered within Requirements, we could omit those sections to avoid thin sections. The instruction: "Prefer a few substantive sections over many thin ones." So we should combine. Thus we can have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule (travel). Possibly also include "Values" under What We Would Like From You? That's not a standard heading but could be part of Requirements or maybe a separate section like "Culture Fit". Not in list. The allowed headings are limited to those given. So we should not add extra headings. So we can incorporate the SEI values into Requirements or maybe a separate paragraph under About the role? But it's not about role. Could be part of Requirements as "What We Would Like From You". But that's not a standard heading; we could treat it as part of Requirements (maybe as a bullet). However it's not a requirement but a preference. Could be included in Requirements as a bullet about embodying SEI values. That's okay. Thus we will have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Now we need to extract Benefits: from "SEI’s Competitive Advantage" paragraph. Let's capture: "SEI’s Competitive Advantage To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include 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 and more." We'll put that as a
  • list? It's a prose with list inside. Better to break into list items for each benefit. The instruction: Use
    • for any list of duties/requirements/benefits. So we should make a list. Thus we need to parse benefits into items: - comprehensive care for your physical and mental well-being - a strong retirement plan - tuition reimbursement - support for working parents - flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about - 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