Sales Executive, Professional Services – Technology Consulting

SEI1GLOBAL•Upper Providence Township, PA

About The Position

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI’s Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for presenting new opportunities across SEI’s Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design. This is an excellent opportunity for someone who is a strategic thinker, relationship builder, and is passionate about helping clients achieve technological and operational transformation. This role will work cross-functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization. Why you should join our team: Joining SEI Professional Services means becoming part of a company that’s not just growing — it’s thriving. SEI recently reported record-breaking financial results, including an 8% increase in revenue to $578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over $100 million in net new sales events year-to-date, SEI is expanding its footprint and investing in innovation across its business lines. For a sales executive like you, this translates into a dynamic environment full of opportunity — where your contributions directly impact a company on the rise. At SEI, you’re not just selling services; you’re helping clients transform their businesses while growing your own career in a high-performance, forward-thinking culture. Learn more at ir.seic.com.

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).
This position will require at least 50% travel for prospect and client engagements.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

Nice To Haves

Familiarity with Agile methodology
Experience with digital transformation or platform migration in wealth management preferred

Responsibilities

Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
Make outbound calls to prospective clients to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
Respond to sales-related inquiries from a dedicated subset of existing clients.
Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings.
Maintain accurate records of interactions and pipeline status in CRM.
Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
Pipeline Contribution: $2.5-3.5M annually

Benefits

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

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