Senior Sales Executive

Job description

Sales Director

The Sales Director will be a key member of the SEI Access Platform Sales Team, focusing on new RIA, Broker-Dealer and Private Bank client acquisition and relationship management. The primary purpose of this position is to fill the sales funnel with qualified opportunities, to win new distributor accounts for the Platform and to ensure we are meeting the needs of firms and their advisors for investing in retail alternatives. This role is directly accountable for all sales activities, including networking (both internally, and externally including remotely and at industry conferences), prospecting, creating presentations, understanding client needs, demonstrating system functionality, creating proposals and presenting contracts and negotiating to win new clients, both remotely and through site visits. The Sales Director will proactively work to develop their sales skills to the next level in this position, partnering closely with sales leadership, successfully selling into the institutional channel.

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.

Assist in creating content for sales presentations

Perform 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

Success Metrics

Number of new RIA, Broker-Dealer and Private Banking firms signed onto the Platform

Revenue gained from new contracts signed

Retention of firms on the platform including renewals for new annual terms

Number of new advisors setup from firms signed

Transactions and dollar volume realized from firms signed

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%

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, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

Worksite address

mont clare, PA, 19453, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.