Senior Specialist, Technical Sales – Wealth Management Services

Overview

The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors manage evolving needs, operate in global markets, and drive efficiency in wealth management.

As a SEI Wealth Platform Solutions Consulting Team Member, you will work with the SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK.

The team supports multiple SEI Wealth Platform sales agendas across all client segments.

You will play a key role in converting market prospects into platform clients, from the first call through discovery, proposal, and contracting.

The target audience includes the largest Global Bank Wealth Departments, Independent Financial Advisors, and other related wealth management intermediaries.

A background in the wealth management industry and understanding how intermediary businesses operate is important.

Responsibilities

• Participate in technical sales activities related to Wealth Management Services’ SEI Wealth Platform sales initiatives.
• Collaborate in a distributed, team-based environment to support SEI Wealth Platform sales across multiple segments.
• Work with the Global Sales Team and prospective clients to assess current and future business needs and map them to SEI’s offerings.
• Maintain a current understanding of SEI Wealth Platform services and future roadmap; articulate up-to-date information to internal and external stakeholders.
• Perform SEI Wealth Platform sales demonstrations; ensure demonstration environments are reliable and client-ready, with capability to drill into front-end tools and back-end processes.
• Lead or support Business Discovery engagements with prospects or existing clients, including interviews, persuasive documentation, and presentations.
• Build and maintain relationships with industry consultants, influencers, and subject matter experts to strengthen market insight and support sales and positioning of SEI’s offerings.
• Support RFP fulfilment with due diligence and research to ensure accuracy and timeliness.
• Provide market requirements detail to SEI Wealth Platform Solutions, Product, and Services teams.
• Maintain and develop a deep understanding of SEI’s offerings and educate the Wealth Management Services’ Sales Team.
• What we need from you
• A strong understanding of Wealth Management and Private Banking with focus on front-to-back office and investment management requirements.
• Excellent presentation and written communication skills; comfortable with and enjoy client-facing roles.
• Excellent organizational and analytical skills.
• SEI Wealth Platform experience.
• Degree (or equivalent experience or studies).
• What we would like from you
• Ability to work independently and with others in an effective and professional manner.
• Happy to and thrives working in an open environment.
• Self-motivated, pro-active and logical; you will have a can-do attitude.

Compensation and Perks

SEI’s competitive advantage: we offer a range of benefits including comprehensive care for physical and mental well-being, a strong pension plan, tuition reimbursement, a hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).

Equal Opportunity and Privacy

SEI is an equal opportunity employer and is committed to fostering an inclusive workplace where everyone has equal opportunities to grow, develop, and succeed.

Additional notes

AI Acceptable Use in the application and interview process: SEI acknowledges the growing use of AI tools.

If you intend to use any AI tools during the application and/or interview process, please review and adhere to our AI use guidelines.

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