SEI's Professional Services team is seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors. This role will work cross-functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization.
Requirements
- A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
- Proven track record of successful proactive lead generation and sales experience
- Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
- Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
- Outstanding time-management and organizational skills, with a track record of exceeding expectations.
- Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
- Experience with CRM systems (Salesforce or equivalent).
- Familiarity with Agile methodology
- Experience with digital transformation or platform migration in wealth management preferred
Benefits
- Comprehensive care for your physical and mental well-being
- Strong retirement plan
- Tuition reimbursement
- Hybrid working environment for most roles
- 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
- 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
