Business Development Director - UK Institutional, Asset Management

Join our growing team at SEI and take the next step in your career. We are seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI.

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives.

What you will do:

• Lead and grow SEI’s UK Asset Management footprint with Family Offices.
• Focus on developing business relationships with new clients.
• Have an enterprise-first mindset and the ability to cross sell a range of SEI services.
• Build on SEI’s reputation in the UK market.
• Open and develop new client relationships and distribution channels.
• Initiate and develop asset management relationships with Family Offices.
• Achieve new business asset and revenue targets.
• Create, manage and execute territory go to market and sales plans.
• Deliver high levels of activity to achieve goals.
• Clearly and effectively present SEI investment and business proposition.
• Evaluate and recommend improvements to support growth.
• Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities.
• Effectively work with asset management Solutions and Marketing teams.
• Keep current on market conditions, regulation, SEI products and services, and maintain ongoing and effective communication of these with clients where appropriate.
• Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe.
• Familiarise yourself with Financial Promotions regulations and ensure that all financial promotions materials used have gone through the appropriate compliance approval processes.
• Any other ad-hoc projects as required.

What we need from you:

• A strong existing network with family offices and a track record of winning new business.
• An appetite and passion for business development and relationship management.
• A buyer centric mindset and strong desire to initiate new business relationships.
• Willingness to build on IFA and wealth management industry and investment management acumen.
• Excellent presentation, communication, time management, and organizational skills.
• The ability to work independently and as part of a team.

Regulatory Categories:

• SMCR - Certified
• 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.
• This role will perform the following certified functions: Certification - Client Dealing - CD0 Meeting with Clients, Certification - Cert Manager, MiFID II - Staff giving information about investment products, investment services or ancillary services.

It is essential that you hold or are working towards the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications:

• IMC.
• Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters/MBA.
• CFA, ACA, ACCA, IAQ.
• FIA (Fellow of the Faculty & Institute of Actuaries).

What we would like from you:

• A strong work ethic, focused and committed to success.
• Willingness to travel as needed to achieve objectives.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI’s competitive advantage:

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.

We are a technology and asset management company delivering on our promise of building brave futures for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer.