SEI is seeking a Business Development Director to join the team to drive the continued growth of assets and relationships in the RIA channel of SEI's Wealth Advisor business. The ideal candidate will have deep experience and advanced knowledge of the advisor market, particularly in the RIA channel.
Requirements
- Minimum 7 years of experience in financial services client sales and service support
- Direct experience in RIA channel sales
- 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
- Strong knowledge of RIA custody and technology platforms
- Extensive experience in multi-channel communication mediums
- Ability to influence decision-making at the highest levels of an organization
- Consistent record of performance in territory management
- Excellent written and verbal communications skills
Benefits
- Comprehensive care for your physical and mental well-being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment
- 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
- Paid holidays
- Paid parental leave
- Back-up childcare arrangements
- Paid volunteer days
- Discounted stock purchase plan
- Investment options
- Access to thriving employee networks
