Business Development Director, SEI Wealth Platform in London

Business Development Director, SEI Wealth Platform in London

London Full-Time 39600 - 48400 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive new business sales in the UK wealth management market and build strong client relationships.
  • Company: Join SEI, a leading global provider of investment management solutions.
  • Benefits: Enjoy private medical care, hybrid working, and a vibrant office culture.
  • Other info: Be part of a supportive team that values innovation and work-life balance.
  • Why this job: Make an impact in a dynamic environment while developing your career in finance.
  • Qualifications: Proven sales experience in financial services and strong networking skills required.

The predicted salary is between 39600 - 48400 £ per year.

SEI's Private Banking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing, building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers.

What you'll do:

  • Using your outstanding relationship skills and existing network, you will maximise current relationships and enjoy developing new ones, prospecting target clients, developing relationships, executing a consultative sales process and closing new business.
  • You will be responsible for continual pro-active lead generation through ongoing research and using your passion for networking to identify and engage with prospects.
  • You will position SEI and our enterprise capabilities for wealth managers including the SEI Wealth Platform (SWP).
  • Research and prepare for initial prospect meetings and set the strategy for execution in a first meeting setting.
  • You'll progress any further meetings, identifying unique buying needs/requirements and execute the sales strategy through to close of deal with the prospect.
  • You'll be our 'ear to the ground' attending networking and industry events and will provide insightful market intelligence.
  • You will liaise with other business areas internally (Marketing, Solutions, PMO, legal and Relationship Managers) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remains leading edge.
  • Once you have finalised the contractual relationship you will support a smooth transition of the prospect to our relationship and client service teams.

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:

  • A proven track record in a new Business Development role involving developing and managing executive level relationships within a financial services environment, which could include technical sales, solution development as well as new business development.
  • An understanding of the UK Wealth Management market, including technology, operations and asset management and a strong network within the market.
  • Experience and understanding of the procurement or decision making process within various Wealth Managers.
  • Proven experience of influencing the decision, dealing with senior executives within prospect organisations and ability to maintain a high level of activity to meet sales targets.
  • Proven success in managing and closing high value outsourcing arrangements involving wealth management technology, operations and/or asset management.
  • Experience of cold calling, networking, developing new relationships and various other prospecting techniques within a consultative sales process: an existing and proven contact list within the market would be a plus.

What we would like from you:

  • Excellent problem solving, organisational and analytical skills.
  • Process driven sales practitioner.
  • Entrepreneurial spirit coupled with a strong work ethic, focused and committed to success.
  • Relationship focused – we want our clients to sing our praises and talk about our dedication to them.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI is an Equal Opportunity Employer and so much more. After 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 and through its open plan flowing lines and numerous art installations is 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 success and we offer our employees amongst other benefits private medical care, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

About the SEI Wealth Platform: 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 for our clients, our communities, and ourselves. Come build your brave future at SEI.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

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

Business Development Director, SEI Wealth Platform in London employer: SEI Investments Developments

SEI is an exceptional employer that prioritises the well-being and growth of its employees, offering a vibrant work culture in a prime London location. With a focus on innovation and creativity, our open-plan office fosters collaboration while providing comprehensive benefits such as private medical care, enhanced family leave, and a strong pension plan. We are committed to your success and offer numerous opportunities for professional development, making SEI a rewarding place to build your career in the wealth management sector.

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Contact Details:

SEI Investments Developments Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Business Development Director, SEI Wealth Platform in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

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Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

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We think you need these skills to ace Business Development Director, SEI Wealth Platform in London

Sales Skills
Relationship Management
Lead Generation
Consultative Sales Process
Market Research
Networking
Financial Services Knowledge

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SEI Investments Developments.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on SEI Investments Developments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at SEI Investments Developments

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SEI Investments Developments.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at SEI Investments Developments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former SEI Investments Developments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.