At a Glance
- Tasks: Drive new partnerships in asset management and build relationships with wealth managers.
- 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 weekly.
- Why this job: Join a creative team focused on innovation and personal growth in a vibrant office environment.
- Qualifications: Relevant degree or MBA, strong network in finance, and excellent communication skills required.
- Other info: Embrace SEI's values of courage, integrity, and collaboration while enjoying a healthy work-life balance.
The predicted salary is between 43200 - 72000 £ per year.
Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. We\’re seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. 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. 6 trillion in assets. The role represents an excellent opportunity for a business development professional You will be responsible for targeting large wealth managers, distributors and family offices with SEI’s suite of asset management capabilities You will focus on developing business relationships with new clients Initiate and develop asset management relationships with large UK wealth managers, distributors and family offices Achieve new business asset and revenue targets Clearly and effectively present SEI investment and business proposition Effectively work with asset management Solutions and Marketing teams 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. 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 Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters/MBA CFA, ACA, ACCA, IAQ 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. 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 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). #
Business Development Executive - Financial Asset Management employer: SEI Investments Company
Contact Detail:
SEI Investments Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive - Financial Asset Management
✨Tip Number 1
Network actively within the financial services industry, especially with wealth managers and family offices. Attend industry events, webinars, and conferences to meet potential contacts and showcase your expertise in asset management.
✨Tip Number 2
Familiarise yourself with SEI’s suite of asset management capabilities and their unique selling points. This knowledge will help you articulate how you can contribute to developing new business relationships effectively.
✨Tip Number 3
Demonstrate your understanding of FCA regulations and compliance requirements during networking conversations. This will show your commitment to adhering to industry standards and your readiness to take on the responsibilities of the role.
✨Tip Number 4
Prepare to discuss your previous successes in business development and relationship management. Be ready to share specific examples of how you've initiated partnerships and achieved revenue targets in your past roles.
We think you need these skills to ace Business Development Executive - Financial Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly within financial asset management. Emphasise your existing network with family offices and any previous successes in winning new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for business development and relationship management. Mention specific examples of how you've initiated successful partnerships in the past and how you align with SEI's values.
Highlight Regulatory Knowledge: Since the role involves adhering to FCA requirements, include any relevant qualifications or training related to compliance and financial promotions. This will demonstrate your understanding of the regulatory landscape.
Showcase Presentation Skills: Given the importance of presenting SEI’s investment and business proposition, consider including a brief section in your application that outlines your experience with presentations, including any notable achievements or feedback received.
How to prepare for a job interview at SEI Investments Company
✨Know Your Financial Products
Familiarise yourself with SEI's suite of asset management capabilities. Be prepared to discuss how these products can benefit large wealth managers and family offices, showcasing your understanding of the financial services industry.
✨Demonstrate Your Network
Highlight your existing connections with family offices and wealth managers during the interview. Share specific examples of how you've successfully leveraged these relationships to win new business in the past.
✨Showcase Your Presentation Skills
Prepare to present a mock pitch or case study during the interview. This will allow you to demonstrate your excellent communication and presentation skills, which are crucial for effectively conveying SEI's investment propositions.
✨Understand Compliance Requirements
Brush up on FCA regulations and Financial Promotions guidelines. Being able to discuss compliance knowledge will show that you take regulatory responsibilities seriously and understand the importance of adhering to industry standards.