Institutional Sales Leader (OCIO & Outsourced Investment Solutions) – North American Institutio

Position: Institutional Sales Leader (OCIO & Outsourced Investment Solutions) – North American Institutio[...]
Location: Oaks

SEI, a leading provider of institutional fiduciary management and OCIO solutions globally, is seeking a senior Institutional Sales Leader to drive growth across our OCIO and broader institutional investment solutions platform.

This is a management role responsible for both direct sales execution and team leadership, focused on expanding SEI’s presence among large institutional investors across the United States, including Endowments, Foundations, Healthcare Systems, Defined Benefit Plans, and Taft-Hartley Plans.

This position reports to the Head of North American Institutional and is a key member of the North American Institutional Leadership Team.

What You’ll Do:

Business Development & Revenue Generation Lead new business development efforts, originating and closing institutional mandates across OCIO and non-OCIO offerings (e.g., advisory, implementation, asset management solutions)
Build and deepen relationships with CIOs, investment committees, boards, and senior executives

Direct sales strategy with full accountability for pipeline development, conversion, and revenue generation

Execute complex, consultative sales processes, including RFPs, finalist presentations, and board-level decision cycles

Develop tailored value propositions aligned to client governance models, investment objectives, and long-term missions

Player/Coach Leadership Serve as a senior mentor and coach to a team of institutional sales professionals, providing guidance on pipeline strategy, deal execution, and client engagement

Partner with leadership to set sales strategy, coverage models, and go-to-market priorities

Act as a thought leader within the team, sharing best practices and elevating overall sales effectiveness

Support talent development, including onboarding, coaching, and ongoing performance feedback

Strategic Collaboration Work cross-functionally with investment, portfolio management, consultant relations, marketing, and client service teams

Collaborate with subject matter experts to position SEI’s full suite of capabilities, including custom OCIO, open architecture implementation, and specialized investment solutions

Engage effectively with OCIO search consultants, understanding their influence on buyer criteria, process timelines, and selection outcomes

Market Leadership & Expertise Maintain deep expertise in institutional market trends, competitive positioning, and evolving client needs

Represent SEI externally through industry events, conferences, and thought leadership initiatives

Continuously refine messaging around SEI’s differentiated approach to outsourced investment management and partnership models

What We Need from You:

A minimum of 15 years of institutional asset management experience, with a significant focus on business development and sales leadership

Demonstrated success selling OCIO/fiduciary management and/or institutional investment solutions

Proven track record of originating and closing large, complex mandates with sophisticated institutional clients

Experience operating in a player/coach capacity, leading teams while maintaining an individual production goal

Deep relationships within the Endowment & Foundation and broader institutional marketplace

Extensive experience engaging with:

Investment committees and boards

Internal investment teams and CIOsOCIO search consultants and intermediaries

Strong understanding of consultative sales methodologies and long-cycle institutional sales processes

Bachelor’s degree required; advanced degree and/or CFA preferredSEI’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.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year…