Senior Director, Investment Product Sales

Investment Product Sales Team Member

SEI's Asset Management Unit is building a dedicated Investment Product Sales team focused on accelerating adoption of SEI's asset management solutions across the bank channel. This role will be responsible for driving asset growth, opening new relationships, and expanding the reach of SEI's investment capabilities across national, regional, and community banks.

This is a highly visible, entrepreneurial opportunity for a sales professional who wants to play a meaningful role in shaping the future growth of SEI's asset management business. The successful candidate will partner closely with bank executives, chief investment officers, trust leadership teams, and wealth management decision-makers to position SEI's investment products as solutions that support advisor productivity, client outcomes, and program growth.

Help expand SEI's presence within the bank channel by driving adoption of our asset management capabilities and delivering net new AUM and revenue growth.

• Commercialize SEI's ETFs, alternative investments, mutual funds, money market solutions, model portfolios, SMAs, and future investment offerings across bank wealth management and trust platforms.
• Develop and execute sales strategies designed to increase SEI asset penetration within existing relationships while opening new opportunities across priority bank segments.
• Build and maintain a disciplined opportunity pipeline that converts prospects into funded mandates and long-term asset growth.
• Partner with investment management, product management, marketing, and distribution teams to execute go-to-market initiatives and product campaigns.

Expand SEI's reach by developing senior-level relationships throughout the banking sector.

• Own a defined territory and proactively cultivate relationships across national, regional, and community banks in partnership with the SEI Private Bank team.
• Engage bank wealth executives, heads of trust, chief investment officers, investment committees, platform managers, and portfolio management teams.
• Identify opportunities to replace incumbent managers, introduce SEI investment solutions, and increase wallet share within target institutions.
• Establish SEI as a trusted strategic partner capable of delivering investment expertise, practice management insights, and scalable solutions.

Work across the organization to maximize distribution opportunities and improve client outcomes.

• Partner closely with SEI's Private Bank, Asset Management, Investment Management Unit, and broader commercial teams to identify growth opportunities.
• Coordinate internal resources to deliver investment expertise, due diligence support, and executive engagement throughout the sales process.
• Leverage existing SEI relationships to introduce additional investment products and deepen overall strategic partnerships.
• Collaborate with client service and relationship management teams to ensure successful implementation and ongoing client satisfaction.

Serve as a market-facing ambassador for SEI's investment platform and solutions.

• Maintain deep knowledge of competitive offerings, industry trends, regulatory developments, and evolving needs within bank wealth management.
• Represent SEI at industry conferences, bank association events, and executive forums.
• Provide market feedback to product management teams to support future product development and commercialization efforts.
• Develop territory plans / book of business focused on opportunity prioritization, asset gathering goals, and strategic account development.

What We Need From You:

• 7-15+ years of investment sales, institutional distribution, asset management, or business development experience.
• Demonstrated success generating net new assets and revenue growth within financial institutions.
• Experience selling investment products and solutions into bank wealth management, trust, private banking, or institutional investment programs.
• Strong understanding of asset allocation, portfolio construction, manager selection, ETFs, mutual funds, alternatives, and cash management solutions.
• Proven ability to establish executive-level relationships and navigate complex institutional sales cycles.
• Experience presenting to investment committees, CIOs, trust committees, and senior bank stakeholders.
• Exceptional business development, relationship management, and consultative selling skills.
• Existing relationships within national, regional, and community banks preferred.
• FINRA licenses, including SIE, Series 7, and Series 63/66, or ability to obtain.
• Willingness to travel extensively within assigned territory.

Preferred Candidate Profile

The ideal candidate is an entrepreneurial sales leader who understands the unique dynamics of bank wealth management and trust programs. They have a proven track record of gathering assets, developing executive relationships, and positioning investment solutions within…