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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 wealth management solutions, fostering innovation and collaboration.
- Benefits: Enjoy hybrid working, health care, pension plans, and a focus on work-life balance.
- Why this job: Join a dynamic team that values creativity, diversity, and client satisfaction while making an impact.
- Qualifications: Proven success in business development within financial services and a strong network in wealth management.
- Other info: Our London office is designed to inspire innovation and is located between London and Shoreditch.
The predicted salary is between 43200 - 72000 £ per year.
Business Development Director, SEI Wealth Platform
Join to apply for the Business Development Director, SEI Wealth Platform role at SEI .
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.
Regulatory Categories:
- SMCR Category: Certified role under FCA rules.
- MiFID II Category: Providing investment product and service information.
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. Visit seic.com/wealthplatform for more information.
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.
Additional info:
SEI Investments (Europe) Ltd is regulated by the FCA (FRN 191713). Our UK office is located between London and Shoreditch, designed to inspire innovation.
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Business Development Director, SEI Wealth Platform (London) employer: SEI
Contact Detail:
SEI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director, SEI Wealth Platform (London)
✨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 and expertise 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 sharing examples of how you've successfully navigated challenges in previous roles. 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 (London)
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's requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the UK Wealth Management market. Mention specific examples of how you've successfully developed new business opportunities and built relationships in previous roles.
Highlight Relevant Skills: In your application, focus on skills such as cold calling, networking, and influencing decision-making processes. Provide concrete examples of how you've used these skills to achieve results in past positions.
Showcase Cultural Fit: Research SEI’s values and culture. In your application, express how your personal values align with theirs, particularly around collaboration, integrity, and client satisfaction. This will demonstrate your potential fit within their team.
How to prepare for a job interview at SEI
✨Know Your Market
Familiarise yourself with the UK Wealth Management market. Understand the key players, current trends, and regulatory changes that could impact SEI's business. This knowledge will help you demonstrate your expertise and show how you can add value to the team.
✨Leverage Your Network
Since relationship management is crucial for this role, be prepared to discuss your existing contacts within the wealth management sector. Highlight how you've successfully leveraged these relationships in the past to generate leads and close deals.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises during the interview. Practice your pitch for potential clients, focusing on how you would position SEI and its capabilities. This will showcase your sales skills and ability to think on your feet.
✨Align with SEI Values
Research SEI's core values—courage, integrity, collaboration, inclusion, connection, and fun. Be ready to discuss how your personal values align with theirs and provide examples of how you've embodied these values in your previous roles.
