At a Glance
- Tasks: Lead business development for asset management, targeting 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 dynamic team focused on growth, innovation, and making a real impact in finance.
- Qualifications: Strong network in finance, excellent communication skills, and relevant qualifications like CFA or IMC required.
- Other info: SEI promotes a healthy work-life balance and values creativity in an open office environment.
The predicted salary is between 72000 - 108000 £ per year.
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
Join our growing team at SEI and take the next step in your career. We're 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. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.
What you will do:
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The role represents an excellent opportunity for a business development professional
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You will be responsible for targeting large wealth managers, distributors and family offices with SEI’s suite of asset management capabilities
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You will focus on developing business relationships with new clients
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You will have an enterprise-first mindset and the ability to cross sell a range of SEI services
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You will build on SEI’s reputation in the UK market
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You will have the ability to open and develop new client relationships and distribution channels
Responsibilities:
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Initiate and develop asset management relationships with large UK wealth managers, distributors and family offices
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Achieve new business asset and revenue targets
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Create, manage and execute territory go to market and sales plans
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Deliver high levels of activity to achieve goals
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Clearly and effectively present SEI investment and business proposition
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Evaluate and recommend improvements to support growth
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Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities
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Effectively work with asset management Solutions and Marketing teams
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Keep current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication of these with clients where appropriate
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Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe
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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)
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Any other ad-hoc projects as required
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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.
What we need from you:
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You will have a strong existing network with family offices and a track record of winning new business
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You will have an appetite and passion for business development and relationship management
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A buyer centric mindset and strong desire to initiate new business relationships
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Willingness to build on IFA and wealth management industry and, investment management acumen
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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
SMCR – Certified
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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:
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Certification – Client Dealing – CD0 Meeting with Clients
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Certification – Cert Manager
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MiFID II – Staff giving information about investment products, investment services or ancillary services
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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.
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IMC
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Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or
Relevant Masters/MBA -
CFA, ACA, ACCA, IAQ
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FIA (Fellow of the Faculty & Institute of Actuaries)
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What we would like from you:
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You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives
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Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
SEI is an Equal Opportunity Employer and so much more…
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 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 twice a week.
SEI Investments (Europe) Limited (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
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Business Development Director - Asset Management (London) employer: SEI Investments Company
Contact Detail:
SEI Investments Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director - Asset Management (London)
✨Tip Number 1
Network strategically within the asset management sector. Attend industry events, webinars, and conferences where you can meet potential clients and partners. Building relationships with key players in wealth management and family offices will give you a significant advantage.
✨Tip Number 2
Stay updated on market trends and regulatory changes affecting asset management. This knowledge will not only help you in conversations with potential clients but also demonstrate your commitment to the industry and your ability to provide valuable insights.
✨Tip Number 3
Develop a strong personal brand that highlights your expertise in business development and relationship management. Use platforms like LinkedIn to share relevant content, engage with industry discussions, and showcase your successes in winning new business.
✨Tip Number 4
Prepare for interviews by practising your presentation skills. You’ll need to clearly articulate SEI’s value proposition and how it aligns with the needs of potential clients. Tailor your pitch to highlight how your experience and network can drive growth for SEI.
We think you need these skills to ace Business Development Director - Asset Management (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and asset management. Focus on your achievements in initiating partnerships and managing client relationships, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for business development and your understanding of the asset management industry. Mention specific examples of how you've successfully built relationships with clients and achieved business targets.
Showcase Your Network: Since the role requires a strong existing network with family offices and wealth managers, be sure to mention any relevant connections you have. Highlight how these relationships can benefit SEI and contribute to their growth objectives.
Demonstrate Regulatory Knowledge: Given the regulatory requirements mentioned in the job description, include any relevant qualifications or training you have completed. Show that you understand the importance of compliance and risk management in the financial services industry.
How to prepare for a job interview at SEI Investments Company
✨Research SEI and the Asset Management Sector
Before your interview, take the time to understand SEI's position in the asset management industry. Familiarise yourself with their services, recent news, and market trends. This knowledge will help you demonstrate your genuine interest in the company and its goals.
✨Showcase Your Network and Success Stories
As a Business Development Director, your existing network is crucial. Be prepared to discuss specific examples of how you've successfully built relationships with family offices and wealth managers. Highlight any significant deals or partnerships you've initiated in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle challenges in business development. Prepare scenarios where you've had to overcome obstacles or adapt your strategy to meet client needs, showcasing your adaptability and strategic thinking.
✨Emphasise Your Regulatory Knowledge
Given the regulatory nature of the role, be ready to discuss your understanding of FCA requirements and compliance processes. Mention any relevant training or certifications you have, and express your commitment to maintaining high standards in compliance and risk management.