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- Tasks: Join our team to drive sales and support clients in wealth management.
- Company: SEI is a leading global provider of investment management solutions with a focus on innovation.
- Benefits: Enjoy hybrid working, tuition reimbursement, private medical care, and a vibrant office environment.
- Why this job: Be part of a dynamic team that values creativity, collaboration, and personal growth.
- Qualifications: Strong understanding of wealth management and excellent communication skills are essential.
- Other info: We promote a healthy work-life balance and offer numerous employee perks.
The predicted salary is between 36000 - 60000 £ per year.
The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors to manage evolving needs, operate seamlessly in global markets, and drive efficiency throughout their wealth management business. As a SEI Wealth Platform Solutions Consulting Team Member, you will work closely with the SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK. The team is responsible for supporting multiple SEI Wealth Platform sales agendas in the UK across all client segments.
Working closely with the UK Global Sales Team and the SWP Solutions Team, the Solutions Consulting Team plays a critical role in converting market prospects into platform clients, spanning the sales process from first call to discovery, proposal, and ultimately contracting. The target audience for SEI's Investment Processing Solution is the largest Global Bank Wealth Departments, Independent Financial Advisors, and other related Wealth Management intermediaries. You will fill a market facing role and must be comfortable in presentation settings with an ability to react to prospect questions and concerns. A background in the wealth management industry with an understanding of how these intermediary businesses operate is important.
What you'll do:
- You will be responsible for participating in technical sales activities related to Wealth Management Services' SEI Wealth Platform sales initiatives, including:
- Working collaboratively in a distributed, team-based environment to support the SEI Wealth Platform sales across multiple segments
- Working closely with the Global Sales Team and their prospective clients to assess their current and future business needs and match them to SEI's offerings
- Maintaining a current understanding of the SEI Wealth Platform services and future roadmap and articulate the most up-to-date information to both internal and external constituents
- Performing SEI Wealth Platform sales demonstrations, with ability to drill deep in multiple subject areas including front-end tools and back-end processes
- Alternately leading and supporting Business Discovery engagements with prospects and existing clients, including interviews, written persuasive documentation, and presentations
- Supporting Request for Proposal (RFP) fulfilment with the ability to perform necessary due diligence and research to ensure accuracy and timeliness
- Providing market requirement detail to SEI Wealth Platform Solutions, Product, and Services teams
- Maintaining and developing a deep understanding of SEI's offerings, providing education and updates to the Wealth Management Services' Sales Team
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:
- A strong understanding of Wealth Management / Private Banking
- Excellent presentation and written communication skills; being comfortable with and enjoying being in a client-facing role
- Excellent organizational and analytical skills
- SEI Wealth Platform experience
- Degree (or equivalent experience or studies)
What we would like from you:
- Ability to work independently and with others in an effective and professional manner
- Happy to and thrives working in an open environment
- Self-motivated, pro-active and logical; you will have a can-do attitude
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
SEI is an Equal Opportunity Employer.
Technical Consultant - SEI Investments (Europe) Ltd. employer: SEI Investments (Europe) Ltd.
Contact Detail:
SEI Investments (Europe) Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Consultant - SEI Investments (Europe) Ltd.
✨Tip Number 1
Familiarise yourself with the SEI Wealth Platform and its features. Understanding how it operates and the specific needs of wealth management clients will help you engage effectively during interviews and discussions.
✨Tip Number 2
Network with professionals in the wealth management industry. Attend relevant events or webinars to connect with potential colleagues and gain insights into the current trends and challenges faced by financial intermediaries.
✨Tip Number 3
Prepare for client-facing scenarios by practising your presentation skills. Since this role involves a lot of interaction with clients, being able to confidently present and respond to questions will set you apart from other candidates.
✨Tip Number 4
Research SEI's values and culture. Understanding their commitment to collaboration, integrity, and innovation will help you align your responses and demonstrate that you are a good fit for their team.
We think you need these skills to ace Technical Consultant - SEI Investments (Europe) Ltd.
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Technical Consultant position. Familiarise yourself with the SEI Wealth Platform and its relevance in wealth management.
Tailor Your CV: Customise your CV to highlight relevant experience in wealth management and technical sales. Emphasise your presentation skills and any previous roles that involved client interaction or technical consulting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your enthusiasm for the role. Mention specific experiences that demonstrate your ability to meet the job's requirements.
Showcase Your Communication Skills: Since excellent written communication is crucial for this role, ensure your application is free from errors and clearly articulates your thoughts. Use professional language and structure your application logically.
How to prepare for a job interview at SEI Investments (Europe) Ltd.
✨Know Your Wealth Management Basics
Make sure you have a solid understanding of wealth management and private banking. Brush up on the key concepts and current trends in the industry, as this will help you answer questions confidently and demonstrate your expertise.
✨Master Your Presentation Skills
Since this role involves client-facing interactions, practice your presentation skills. Be prepared to showcase SEI's offerings clearly and engagingly, and rehearse how to handle potential questions or concerns from prospects.
✨Familiarise Yourself with SEI's Offerings
Take the time to thoroughly understand the SEI Wealth Platform and its services. Being able to articulate the platform's features and benefits will show your commitment and readiness to contribute to the team.
✨Demonstrate Team Collaboration
This role requires working closely with various teams. Be ready to discuss examples of how you've successfully collaborated in the past, highlighting your ability to work effectively in a team-based environment.
