Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)
Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)

Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)

London Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead business development for asset management partnerships with Wealth Managers in the North of the UK.
  • Company: SEI is a global leader in financial technology and asset management services.
  • Benefits: Enjoy flexible working, comprehensive benefits, and a supportive work environment.
  • Why this job: Join a dynamic team and make a real impact in the financial services industry.
  • Qualifications: Passion for business development and experience in solution selling required.
  • Other info: SEI values courage, integrity, and collaboration, fostering a creative workplace.

The predicted salary is between 72000 - 108000 £ per year.

Business Development Director- UK Wealth & IFA, Asset Management Distribution

Join to apply for the Business Development Director- UK Wealth & IFA, Asset Management Distribution role at SEI

Business Development Director- UK Wealth & IFA, Asset Management Distribution

4 days ago Be among the first 25 applicants

Join to apply for the Business Development Director- UK Wealth & IFA, Asset Management Distribution role at SEI

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to initiate asset management partnerships with Wealth Managers and Financial Advisers in the North of UK. 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. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com. You will receive:

  • An opportunity to advance your career with a leading Global investment manager.
  • An opening to promote innovative solutions proven to meet the needs of our target audience and drive further adoption of SEI’s asset management services.
  • A defined territory with a substantial panel of prospective wealth and advisory firms.
  • Dedicated marketing support to drive pipeline growth.
  • Flexibility to design, build and manage custom asset management programmes to meet specific needs of target market.
  • A competitive compensation package, comprehensive benefits and flexible working arrangements.

What you will do:

  • You will develop your existing relationships and initiate new ones, with business and investment leaders within Wealth Managers and Advisory Firms across the north of the UK.
  • Lead prospective clients through the buying journey to engage SEI as their strategic asset management partner.
  • Systematically qualify and nurture your panel to build and develop a strong pipeline of new business opportunities.
  • Working in collaboration with other business areas (investment management unit, marketing, solutions, compliance, strategic accounts) you then will co-manufacture investment management business propositions with your new strategic partner.

Responsibilities:

  • Develop and maintain a strong prospect list for new business
  • Achieve net new asset targets through the conversion of identified prospects into client
  • Deliver high levels of in the field activity to achieve new asset goals
  • Clearly and effectively present SEI investment and business proposition
  • Evaluate and recommend improvements to support the growth of the business line
  • Maintain working knowledge of asset management solutions and broader SEI capabilities
  • Create, manage and execute a sales plan
  • 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 – (market conditions, regulation, SEI products and services, etc) 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 (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

What we need from you:

  • You will have an appetite and passion for new business development
  • A strong experience of a ‘solution sell’
  • Understanding of asset management products and solutions and, the wealth management and financial advice industry
  • Superior presentation and communications skills are pre-requisite (both written and verbal) as are outstanding time management and organisational skills along with the ability to work independently as well as within 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

MiFID II – Staff giving information about investment products, investment services or ancillary services

  • It is essential that you hold or are working towards one of 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:

  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

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 (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more…

After over 50 years, SEI remains a leading global provider of investment management, investment processing 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 know that a healthy, happy and motivated workforce is key to our continued growth. 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. SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Business Development and Sales

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Business Devel]]>

Business Development Director- UK Wealth & IFA, Asset Management Distribution (London) employer: SEI

SEI is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic work environment in the heart of London. With a strong focus on innovation, collaboration, and a healthy work-life balance, SEI provides comprehensive benefits including private medical care, flexible working arrangements, and opportunities for professional development. Join us to be part of a forward-thinking team that values courage, integrity, and connection while making a meaningful impact in the asset management industry.
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Contact Detail:

SEI Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)

✨Tip Number 1

Network strategically within the wealth management and financial advisory sectors. Attend industry events, webinars, and conferences to connect with potential clients and partners. Building relationships in these circles can give you a significant edge in understanding their needs and how SEI can meet them.

✨Tip Number 2

Stay updated on market trends and regulatory changes affecting asset management. This knowledge will not only help you in conversations with prospects but also demonstrate your commitment to providing valuable insights as a strategic partner.

✨Tip Number 3

Prepare to showcase your solution-selling skills through role-play or mock presentations. Practising how to effectively communicate SEI's value proposition will enhance your confidence and presentation skills during actual client meetings.

✨Tip Number 4

Familiarise yourself with SEI’s existing partnerships and case studies. Understanding successful collaborations can provide you with concrete examples to discuss with potential clients, illustrating how SEI has successfully addressed similar challenges in the past.

We think you need these skills to ace Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)

Business Development
Relationship Management
Sales Strategy
Asset Management Knowledge
Wealth Management Understanding
Financial Advisory Acumen
Presentation Skills
Communication Skills
Time Management
Organisational Skills
Solution Selling
Market Analysis
Pipeline Management
Collaboration Skills
Regulatory Knowledge (FCA, MiFID II)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly within asset management and financial services. Use keywords from the job description to demonstrate your fit for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for new business development and your understanding of the wealth management industry. Mention specific achievements that align with the responsibilities outlined in the job description.

Showcase Your Communication Skills: Since superior presentation and communication skills are essential for this role, consider including examples of successful presentations or client interactions in your application materials.

Highlight Relevant Qualifications: Ensure you mention any relevant qualifications such as IMC, CFA, or a degree in Economics or Finance. If you're working towards these qualifications, make that clear as well, as it shows your commitment to professional development.

How to prepare for a job interview at SEI

✨Research SEI Thoroughly

Before your interview, make sure to dive deep into SEI's history, values, and services. Understanding their asset management solutions and how they cater to Wealth Managers and Financial Advisers will help you align your answers with their goals.

✨Showcase Your Relationship-Building Skills

As a Business Development Director, your ability to develop and maintain relationships is crucial. Prepare examples of how you've successfully built partnerships in the past, particularly within the financial services sector.

✨Prepare for Solution Selling Questions

Expect questions that assess your experience with solution selling. Be ready to discuss specific instances where you've identified client needs and tailored solutions to meet those needs, especially in asset management.

✨Demonstrate Your Knowledge of Regulations

Given the regulatory nature of the role, be prepared to discuss your understanding of FCA requirements and financial promotions regulations. This shows your commitment to compliance and your readiness to navigate the complexities of the industry.

Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)
SEI
S
  • Business Development Director- UK Wealth & IFA, Asset Management Distribution (London)

    London
    Full-Time
    72000 - 108000 £ / year (est.)

    Application deadline: 2027-07-17

  • S

    SEI

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