Professional Services – Sales Executive, Technology and Business Process Services

SEI’s Professional Services team is focused on transforming businesses through tailored, data‑driven strategies and hands‑on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for presenting new opportunities across SEI’s Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, Application Development & Design and Business Process Services. This is an excellent opportunity for someone who is a strategic thinker, relationship builder, and is passionate about helping clients achieve technological and operational transformation. This role will work cross‑functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization.

Joining SEI Professional Services means becoming part of a company that’s not just growing — it’s thriving. SEI recently reported record‑breaking financial results, including an 8% increase in revenue to £578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over £100 million in net new sales events year‑to‑date, SEI is expanding its footprint and investing in innovation across its business lines. For a sales executive like you, this translates into a dynamic environment full of opportunity — where your contributions directly impact a company on the rise. At SEI, you’re not just selling services; you’re helping clients transform their businesses while growing your own career in a high‑performance, forward‑thinking culture.

What you will do:

• Work in collaboration with Professional Services consultants and Platform sales to drive territory growth through lead generation activities across the UK and other targeted regions (within EMEA).
• Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
• Lead the sales process from initial contact through contract negotiation and closing.
• Respond to sales‑related inquiries from a dedicated subset of existing clients.
• Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings.
• Maintain accurate records of interactions and pipeline status in CRM.
• Collaborate with marketing to optimise lead generation strategies and tailor messaging for each service offering.
• Track market trends and competitor offerings to inform business development strategies.
• Represent SEI at industry conferences, webinars, and client meetings.

All SEI 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:

• Demonstrable experience in sales, with direct experience in banking and wealth management, Fin‑Tech or similar industry preferred.
• Proven track record of successful proactive lead generation and sales experience.
• Excellent communication skills, including face‑to‑face, virtual presentations, phone, email, and social media.
• Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client‑centric language.
• Outstanding time‑management and organisational skills, with a track record of exceeding expectations.
• Ability to thrive in a fast‑paced environment, work both within a team and independently, and a willingness to learn and be mentored.
• Experience with IT and Business Process Services, Cloud native technology, CRM systems (Salesforce or equivalent).
• Experience with digital transformation, platform migration, IT consulting services, selling business process services in wealth management preferred.
• Bachelor’s degree in Business, Finance, Economics (or Equivalent), or related field preferred.
• This position may require travel to industry conferences, networking events, prospects or client sites.

Regulatory Requirements:

SMCR Category: 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.

What we would like from you:

• Self‑motivated, results‑driven, and able to work independently and as part of a team.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

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.

Equal Opportunity Employer: 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).

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.