Overview
SEI’s Professional Services team focuses on transforming businesses through tailored data‑driven strategies and hands‑on execution. The team is seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors.
Why You Should Join Our Team
Working at SEI provides a dynamic environment with opportunities for growth. 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.
What You Will Do
- Work 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.
- 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 target: £11M and more annually.
- Track market trends and competitor offerings to inform business development strategies.
- Represent SEI at industry conferences, webinars, and client meetings.
- Identify, assess, and control risks; maintain knowledge of relevant policies, procedures, and risk appetites; gather and record risk incidents and complete risk management training.
What We Need From You
- Demonstrable experience in sales, preferably in banking, wealth management, Fin‑Tech, or similar industry.
- 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 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; willingness to learn and be mentored.
- Experience with IT and Business Process Services, cloud‑native technology, and CRM systems (Salesforce or equivalent).
- Experience with digital transformation, platform migration, and selling business process services in wealth management (preferred).
- Bachelor’s degree in Business, Finance, Economics (or equivalent) preferred.
- Travel may be required to industry conferences, networking events, prospects, or client sites.
Regulatory Requirements
This role is identified as a certified role and is therefore subject to the Senior Manager and Certification Regime Rules set by the FCA.
Competitive Advantage (Benefits)
We offer comprehensive benefits, including care for physical and mental well‑being, a strong pension plan, tuition reimbursement, hybrid working, 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. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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