At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
SEI’s Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for representing the SEI Professional Services team and presenting business process services opportunities to prospects.
This is an excellent opportunity for someone who is a strategic thinker, relationship builder, and is passionate about helping clients achieve technological and operational transformation. This role will work cross-functionally with enterprise sales teams, solution consultants, operations teams, and the broader Professional Services organization.
Why you should join our team:
Joining SEI Professional Services means becoming part of a company that’s not just growing — it’s thriving. SEI recently reported record-breaking financial results, including an 8% increase in revenue to $578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over $100 million in net new sales events year-to-date, SEI is expanding its footprint and investing in innovation across its business lines.
For a sales executive like you, this translates into a dynamic environment full of opportunity — where your contributions directly impact a company on the rise. At SEI, you’re not just selling services; you’re helping clients transform their businesses while growing your own career in a high-performance, forward-thinking culture. Learn more at ir.seic.com.
Key responsibilities include, but not limited to:
- Identify and pursue new business opportunities within banking, wealth management, and asset management sectors.
- Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events.
- Conduct needs assessments and discovery calls to understand client requirements and align SEI’s Professional Services solutions.
- Collaborate with solution consultants, marketing, and product teams to develop tailored proposals and presentations.
- Lead the sales process from initial contact through contract negotiation and closing.
- Maintain accurate records of activities and pipeline status in CRM.
- Track market trends and competitor offerings to inform business development strategies.
- Represent SEI at industry conferences, webinars, and client meetings.
What we need from you:
- A minimum of 8 years of experience in successful business development in banking, wealth management, or professional services industries.
- Strong consultative selling and relationship-building skills.
- Proven track record in wealth management operations across front, middle, and back-office functions.
- Ability to articulate complex service offerings and value propositions.
- Experience with CRM systems (Salesforce or equivalent).
- Excellent communication, negotiation, and presentation skills.
- Bachelor’s degree in Business, Finance, Economics, or related field preferred.
- Self-motivated, results-driven, and able to work independently and as part of a team.
- This position will require at least 50% travel to industry conferences, networking events, prospect or client sites.
- Familiarity with Agile methodology
- Experience with digital transformation or platform migration in wealth management preferred
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and 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.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
