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 presenting new opportunities across SEI’s Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, Application Development & Design and Business Process Services.
What you will do:
- Work in collaboration with Professional Services consultants and Platform sales to drive territory growth through lead generation activities across the UK and other targeted regions (within EMEA).
- Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
- Lead the sales process from initial contact through contract negotiation and closing.
- Respond to sales‑related inquiries from a dedicated subset of existing clients.
- Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings.
- Maintain accurate records of interactions and pipeline status in CRM.
- Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
- Pipeline Contribution: £11M and more annually
- Track market trends and competitor offerings to inform business development strategies.
- Represent SEI at industry conferences, webinars, and client meetings.
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:
- Demonstrable experience in sales, with direct experience in banking and wealth management, Fin‑Tech or similar industry preferred.
- Proven track record of successful proactive lead generation and sales experience.
- Excellent communication skills, including face‑to‑face, virtual presentations, phone, email, and social media.
- Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client‑centric language.
- Outstanding time‑management and organizational skills, with a track record of exceeding expectations.
- Ability to thrive in a fast‑paced environment, work both within a team and independently, and a willingness to learn and be mentored.
- Experience with IT and Business Process Services, Cloud‑native technology, CRM systems (Salesforce or equivalent).
- Experience with digital transformation, platform migration, IT consulting services, selling business process services in wealth management preferred.
- Bachelor’s degree in Business, Finance, Economics (or Equivalent), or related field preferred.
- This position may require travel to industry conferences, networking events, prospects or client sites.
Regulatory Requirements
SMCR Category: This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA.
Benefits
We offer a wide range of benefits including comprehensive care for your physical and mental well‑being, a strong pension plan, tuition reimbursement, a hybrid working environment, and a work‑life balance that enables you to relax, recharge and be there for the people you care about.
Equal Opportunity Employer
SEI is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, gender identity, sexual orientation, or any other protected status. EEO statement required by law.
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