Business Development Director - UK Institutional, Asset Management

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 Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit

What you will do:

The role represents an excellent opportunity for a business development professional
You will be responsible for leading and growing SEI\’s UK Asset Management footprint with Family Offices
You will focus on developing business relationships with new clients
You will have an enterprise-first mindset and the ability to cross sell a range of SEI services
You will build on SEI\’s reputation in the UK market
You will have the ability to open and develop new client relationships and distribution channels

Responsibilities:
Initiate and develop asset management relationships with Family Offices
Achieve new business asset and revenue targets
Create, manage and execute territory go to market and sales plans
Deliver high levels of activity to achieve goals
Clearly and effectively present SEI investment and business proposition
Evaluate and recommend improvements to support growth
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
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:

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

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:
o Certification – Client Dealing – CD0 Meeting with Clients
o Certification – Cert Manager
MiFID II – Staff giving information about investment products, investment services or ancillary services
It is essential that you hold or are working towards the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.
o IMC
o Relevant Bachelor\’s Degree (Economics, Business, Maths, Accounting, Finance) or
Relevant Masters/MBA
o CFA, ACA, ACCA, IAQ
o FIA (Fellow of the Faculty & Institute of Actuaries)

What we would like from you:

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.

SEI is an Equal Opportunity Employer and so much more