Business Development Director, SEI Wealth Platform

SEI’s Private Banking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing, building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers.

What you’ll do:

Using your outstanding relationship skills and existing network, you will maximise current relationships and enjoy developing new ones, prospecting target clients, developing relationships, executing a consultative sales process and closing new business

You will be responsible for continual pro-active lead generation through ongoing research and using your passion for networking to identify and engage with prospects you will position SEI and our enterprise capabilities for wealth managers including the SEI Wealth Platform (SWP) Research and prepare for initial prospect meetings and set the strategy for execution in a first meeting setting. You’ll progress any further meetings, identifying unique buying needs / requirements and execute the sales strategy through to close of deal with the prospect

You’ll be our ‘ear to the ground’ attending networking and industry events and will provide insightful market intelligence. You’ll keep communication flowing around prospects and progress and will proactively look to develop your already strong knowledge of industry trends, regulatory changes and market forces

You will liaise with other business areas internally (Marketing, Solutions, PMO, legal and Relationship Managers) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remains leading edge

Once you have finalised the contractual relationship you will support a smooth transition of the prospect to our relationship and client service teams

All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of  applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks.

In addition, employees are responsible for completing all required Risk Management training.

What we need from you:

A proven track record in a new Business Development role involving developing and managing executive level relationships within a financial services environment, which could include technical sales, solution development as well as new business development

An understanding of the UK Wealth Management market, including technology, operations and asset management and a strong network within the market.
Experience and understanding of the procurement or decision making process within various Wealth Managers. Proven experience of influencing the decision, dealing with senior executives within prospect organisations and ability to maintain a high level of activity to meet sales targets.

Proven success in managing and closing high value outsourcing arrangements involving wealth management technology, operations and/or asset management.

Experience of cold calling, networking, developing new relationships and various other prospecting techniques within a consultative sales process: an existing and proven contact list within the market would be a plus   Regulatory CategoriesSMCR Category This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set…