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- Tasks: Drive new business sales in the UK wealth management sector and build strong client relationships.
- Company: SEI is a leading provider of outsourcing solutions for wealth managers, fostering innovation and creativity.
- Benefits: Enjoy hybrid working, health care, pension plans, and a focus on work-life balance.
- Why this job: Join a dynamic team that values courage, integrity, and collaboration while making an impact in finance.
- Qualifications: Proven success in business development within financial services and a strong network in the UK market.
- Other info: Our office is located between London and Shoreditch, designed to inspire innovation.
The predicted salary is between 43200 - 72000 £ per year.
SEI’s Private Banking & Wealth Management business is seeking an experienced Sales professional to join us as a Business Development Director. You will be responsible for establishing, developing, and closing new business sales opportunities, primarily within the UK market. Your target prospects will include wealth managers such as Private Banks, Advisers, and Private Client Investment Managers.
What you’ll do:
- Utilize your relationship skills and network to maximize current relationships, develop new ones, prospect target clients, and close new business.
- Generate leads proactively through research and networking, positioning SEI and our capabilities, including the SEI Wealth Platform (SWP), to wealth managers.
- Prepare for initial prospect meetings, develop strategies, and execute sales processes to close deals.
- Attend industry events, gather market intelligence, and stay informed on industry trends, regulatory changes, and market forces.
- Collaborate with internal teams (Marketing, Solutions, PMO, Legal, Relationship Managers) to meet client needs and develop innovative solutions.
- Support a smooth transition of new clients to our relationship and service teams after closing deals.
- Adhere to risk management policies, escalate incidents, and complete required training.
What we need from you:
- Proven success in a Business Development role within financial services, involving relationship management, technical sales, or solution development.
- Understanding of the UK Wealth Management market and a strong professional network.
- Experience influencing decision-making processes within wealth management organizations and managing high-value outsourcing arrangements.
- Skills in cold calling, networking, and prospecting, with an existing contact list being advantageous.
Additional qualities:
- Excellent problem-solving, organizational, and analytical skills.
- Entrepreneurial spirit, strong work ethic, and dedication.
- Relationship-focused with a commitment to client satisfaction.
- Alignment with SEI Values: courage, integrity, collaboration, inclusion, connection, and fun.
About SEI and the Wealth Platform:
The SEI Wealth Platform offers outsourcing solutions for wealth managers, supporting trading on numerous stock exchanges worldwide and providing comprehensive operational support.
Benefits and culture:
SEI offers benefits such as health care, pension plans, tuition reimbursement, hybrid working, and a focus on work-life balance. We foster a culture of innovation, creativity, and employee development, with a focus on diversity and inclusion.
SEI Investments (Europe) Ltd is regulated by the FCA (FRN 191713). Our UK office is located between London and Shoreditch, designed to inspire innovation.
Business Development Director, SEI Wealth Platform employer: SEI
Contact Detail:
SEI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director, SEI Wealth Platform
✨Tip Number 1
Leverage your existing network in the wealth management sector. Reach out to former colleagues, industry contacts, and attend relevant networking events to reconnect and discuss potential opportunities at SEI.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in the UK Wealth Management market. This knowledge will not only help you in conversations but also demonstrate your commitment to the industry during interviews.
✨Tip Number 3
Prepare for initial meetings by developing a clear strategy on how you can position SEI’s Wealth Platform to potential clients. Tailor your approach based on the specific needs of wealth managers you are targeting.
✨Tip Number 4
Showcase your problem-solving skills by discussing past experiences where you successfully navigated complex sales processes or client transitions. This will highlight your ability to manage high-value outsourcing arrangements effectively.
We think you need these skills to ace Business Development Director, SEI Wealth Platform
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in business development within financial services. Emphasise your relationship management skills and any relevant achievements that align with the role at SEI.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the UK Wealth Management market. Discuss how your existing network and sales strategies can benefit SEI, and express your enthusiasm for the role.
Highlight Relevant Skills: In your application, focus on skills such as cold calling, networking, and prospecting. Provide examples of how you've successfully influenced decision-making processes in previous roles.
Showcase Cultural Fit: Demonstrate your alignment with SEI's values in your application. Mention specific instances where you've exhibited courage, integrity, collaboration, or innovation in your professional journey.
How to prepare for a job interview at SEI
✨Showcase Your Network
As a Business Development Director, your relationships are key. Be prepared to discuss your existing network within the UK Wealth Management market and how you can leverage these connections to benefit SEI.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends and regulatory changes in the wealth management sector. During the interview, share insights on how these factors could impact potential clients and how SEI can adapt to meet their needs.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises that simulate client interactions. Practice your cold calling and prospecting techniques, focusing on how to effectively position SEI's offerings to wealth managers.
✨Align with SEI Values
Familiarise yourself with SEI's core values: courage, integrity, collaboration, inclusion, connection, and fun. Be ready to provide examples of how you've embodied these values in your previous roles, especially in relation to client satisfaction and teamwork.
