Senior Sales Executive

SEI•Upper Providence Township, PA

4d•Hybrid

About The Position

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.

Requirements

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%

Nice To Haves

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

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