Senior Sales Executive

Responsibilities

• Research target firms to identify points of contact and initial engagement strategy.
• Follow-up on all incoming leads: website, conferences or internal referrals and client introductions.
• Sustain a high volume of inbound and outbound prospecting activities.
• Qualify new business opportunities and foster relationships with potential customers.
• Aid in creating content for sales presentations.
• Conduct discovery calls to identify pain points and contacts while communicating value.
• Convincingly demonstrate the Platform that shows features and highlights value to financial advisors.
• Gain commitment (signed contracts and adoption) from RIA, Broker-Dealer and Private Banking firms.
• Identify product offerings and system features that will increase Advisor adoption.
• Partner with Product Management and Operations to communicate user requirements and assist in prioritization.
• Create and implement templates, reports and processes.
• Enter all data in Salesforce and document open items and unique business requirements.
• Ensure all sales processes are adhered to especially the transition to client onboarding.
• Maintain strong internal relationships specifically with other salespeople, marketing, client success, product management and operations.
• Become knowledgeable of SEI’s brand and the Platform.
• Perform other ad-hoc duties as directed by the Managing Director

Requirements

• 5+ years in B2B sales or business development.
• 5+ years in the financial industry.
• Experience at a fintech/wealthtech company.
• Knowledge of alternative investments.
• Highly motivated, with a results-driven, growth mindset and strong problem-solving skills.
• Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds.
• Excellent probing and listening skills with a strong attention to detail.
• Excellent time management skills: ability to plan, prioritize and organize.
• Nimbleness: receptive to feedback and quick to implement.
• Ability to work in a high growth environment where change is the norm.
• Self-starter, able to work independently and collaboratively.
• Experience selling in a remote environment using web conferencing.
• Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce).
• Ability to embrace and contribute to a diverse and inclusive professional environment.
• Strong desire to be part of something transformative.
• Willingness to travel 50%.

Qualifications

• 5+ years in B2B sales or business development.
• 5+ years in the financial industry.
• Experience at a fintech/wealthtech company.
• Knowledge of alternative investments.
• Highly motivated, with a results-driven, growth mindset and strong problem-solving skills.
• Highly personable, with a genuine interest in people and ability to quickly establish rapport with people of diverse backgrounds.
• Excellent probing and listening skills with a strong attention to detail.
• Excellent time management skills: ability to plan, prioritize and organize.
• Nimbleness: receptive to feedback and quick to implement.
• Ability to work in a high growth environment where change is the norm.
• Self-starter, able to work independently and collaboratively.
• Experience selling in a remote environment using web conferencing.
• Computer literacy (Email, Word, Excel, PowerPoint) and CRM (ideally salesforce).
• Ability to embrace and contribute to a diverse and inclusive professional environment.
• Strong desire to be part of something transformative.
• Willingness to travel 50%.

Benefits

• Comprehensive care for your physical and mental well-being.
• Strong retirement plan.
• Tuition reimbursement.
• A hybrid working environment for most roles.
• Support for working parents.
• Flexible Paid Time Off (PTO).

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.