Business Development Manager - Financial Training
Business Development Manager - Financial Training

Business Development Manager - Financial Training

Wandsworth Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive new partnerships and develop relationships with wealth managers and family offices.
  • Company: SEI is a global leader in financial technology and asset management services.
  • Benefits: Enjoy private medical care, online GP access, enhanced family leave, and free fruit twice a week.
  • Why this job: Join a creative team focused on innovation and personal growth in the finance sector.
  • Qualifications: Relevant degree or MBA, strong network, and a passion for business development required.
  • Other info: Work in a vibrant office between London and Shoreditch, embodying SEI's values of courage and collaboration.

The predicted salary is between 43200 - 72000 £ per year.

Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. We\’re seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. 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. 6 trillion in assets. The role represents an excellent opportunity for a business development professional You will be responsible for targeting large wealth managers, distributors and family offices with SEI’s suite of asset management capabilities You will focus on developing business relationships with new clients Initiate and develop asset management relationships with large UK wealth managers, distributors and family offices Achieve new business asset and revenue targets Clearly and effectively present SEI investment and business proposition Effectively work with asset management Solutions and Marketing teams 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 (as a second line of defence with the individual representing the first line through close knowledge of the financial promotions requirements) Any other ad-hoc projects as required 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. You will have a strong existing network with family offices and a track record of winning new business You will have 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 are required, along with the ability to work independently and as part of a team Regulatory Categories Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters/MBA CFA, ACA, ACCA, IAQ You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. After over 50 years in business, SEI remains a leading global provider of investment processing, investment management and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit twice a week. SEI Investments (Europe) Limited (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713). #

Business Development Manager - Financial Training employer: SEI Investments Company

SEI Investments is an exceptional employer that prioritises the growth and development of its employees, offering a vibrant work culture in a prime location between the City of London and Shoreditch. With a strong focus on work-life balance, employees benefit from comprehensive perks such as private medical care, enhanced family leave, and access to thriving employee networks, all while being part of a collaborative environment that fosters innovation and creativity.
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Contact Detail:

SEI Investments Company Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Development Manager - Financial Training

✨Tip Number 1

Network actively within the financial services industry, especially with family offices and wealth managers. Attend industry events, webinars, and conferences to meet potential contacts who could help you get a foot in the door.

✨Tip Number 2

Familiarise yourself with SEI's suite of asset management capabilities and their unique selling points. This knowledge will allow you to engage in meaningful conversations and demonstrate your understanding of their offerings during interviews.

✨Tip Number 3

Showcase your existing network and any successful business development experiences in your discussions. Highlight specific examples where you've initiated partnerships or closed deals, as this will illustrate your capability in the role.

✨Tip Number 4

Prepare to discuss regulatory requirements and compliance in detail. Understanding FCA regulations and financial promotions will not only show your expertise but also your commitment to adhering to industry standards.

We think you need these skills to ace Business Development Manager - Financial Training

Business Development
Relationship Management
Financial Acumen
Asset Management Knowledge
Regulatory Compliance
Presentation Skills
Communication Skills
Time Management
Organisational Skills
Networking
Client Acquisition
Market Analysis
Risk Management
Team Collaboration
Buyer-Centric Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly within the financial services sector. Emphasise your existing network with family offices and any previous successes in winning new business.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for business development and relationship management. Mention specific examples of how you've initiated successful partnerships in the past and how you align with SEI's values.

Highlight Regulatory Knowledge: Since the role involves adhering to FCA requirements, ensure you mention any relevant training or certifications (like CFA, ACA, ACCA) that demonstrate your understanding of compliance and financial promotions regulations.

Showcase Soft Skills: In your application, highlight your excellent presentation, communication, and organisational skills. Provide examples of how you've effectively worked both independently and as part of a team to achieve business objectives.

How to prepare for a job interview at SEI Investments Company

✨Know Your Financial Regulations

Familiarise yourself with the FCA requirements and Financial Promotions regulations. Being able to discuss these topics confidently will show your understanding of compliance, which is crucial for the role.

✨Leverage Your Network

Highlight your existing connections with family offices and wealth managers during the interview. Discussing specific examples of how you've successfully built relationships in the past can demonstrate your capability in business development.

✨Showcase Your Presentation Skills

Prepare to present SEI’s investment and business proposition clearly and effectively. Practising your presentation skills beforehand will help you convey your ideas confidently and engage your interviewers.

✨Emphasise Your Passion for Business Development

Express your enthusiasm for initiating new business relationships and your commitment to achieving targets. Sharing personal anecdotes about your passion for the industry can make a strong impression.

Business Development Manager - Financial Training
SEI Investments Company
S
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