SEI is seeking a Head of Sales to lead the Independent Broker/Dealer (IBD) channel team, responsible for national strategy, go-to-market business planning and growth, revenue growth, and people and talent development. The ideal candidate will have a minimum of 10 years of experience in asset/wealth management, fintech/custody platforms, or related financial services client sales.
Requirements
- Lead national sales strategy and go-to-market business planning and growth for the IBD Sales and Client Team
- Develop, own, and optimize the national IBD channel strategy, including segmentation, value propositions, coverage models, and 12–24-month growth plans
- Manage and represent annual revenue and pipeline targets with responsibility to forecast with precision and drive performance to plan
- Identify new distribution opportunities and expand wallet share within existing broker/dealers
- Build, lead, and coach a team of managers, external field sellers, and sales Account Executives
- Instill a rigorous operating cadence for pipeline reviews and business reviews with a focus on providing proactive sales and leadership coaching and development
- Champion client voice by translating market needs into clear requirements for product, platform, and service teams; validate fit and ROI
- Represent SEI at industry conferences, panels, and councils and elevate SEI’s thought leadership in the IBD ecosystem
- Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth and implement data‐driven sales management: dashboards for pipeline health, conversion, cycle time, and margin
- Partner closely with Head of Sales for the RIA channel to ensure alignment across SEI’s Advisor sales channels, share best practices, and drive integrated growth strategies
- Contribute to the overall leadership and strategy of the Advisor business, both within and outside of the Sales organization, by collaborating closely with Marketing, Service, Product, and Operations teams to deliver integrated go-to-market strategies, seamless client experiences, and alignment on growth objectives
- Manage the business of the IBD channel, including but not limited to: Quota/goal-setting and compensation modeling. Budget management, including marketing, travel and entertainment. Team recruitment, staffing, knowledge/training and job satisfaction/progression. Management-level execution and problem resolution. Change management and ability to lead transformation
Benefits
- Comprehensive care for 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
- 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
