Sales Executive, Professional Services – Technology Consulting

Job Summary

SEI’s Professional Services team seeks a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors. The role involves presenting opportunities in SEI’s services portfolio, collaborating cross‑functionally with sales, consulting, marketing, and the Professional Services organization.

• Collaborate with Professional Services consultants and enterprise sales to grow territory through lead generation across the US, UK, and other targeted regions.
• Make outbound calls to prospective clients to generate interest in technology modernization, operational efficiency, and compliance solutions.
• Respond to sales‑related inquiries from existing clients.
• Master the SEI Professional Services portfolio and educate prospective clients on its offerings.
• Maintain accurate records of interactions and pipeline status in CRM.
• Work with marketing to optimize lead generation strategies and tailor messaging for each service offering.
• Contribute to an annual pipeline of $2.5–3.5million.

• Minimum 8 years of sales experience, with direct experience in banking and wealth management;
  Fin‑Tech or similar industry preferred.
• Proven track record of proactive lead generation and sales success.
• Excellent communication skills across face‑to‑face, virtual, phone, email, and social media.
• Strong consultative selling skills and ability to articulate complex service offerings in client‑centric language.
• Outstanding time‑management and organizational abilities, with a history of exceeding expectations.
• Ability to thrive in a fast‑paced environment, working both within a team and independently.
• 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.
• Commitment to embody SEI values of courage, integrity, collaboration, inclusion, connection, and fun.

This position requires at least 50% travel to prospect and engage clients.

• Comprehensive health, dental, vision, prescription, wellness, Employee Assistance Program, and Flexible Spending Account coverage.
• Life and disability insurance with premiums paid for base coverage.
• 401(k) match.
• Education assistance.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 21 days PTO per year (pro‑rated for new hires, with increases over time).
• Paid parental leave.
• Backup childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.

SEI is an Equal Opportunity Employer. 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.