Business Development Director - Asset Management

Responsibilities:

• Initiate and develop asset management relationships with large UK wealth managers, distributors and 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 on market conditions, regulation, SEI products and services, 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.
• 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:

• Certification - Client Dealing - CD0 Meeting with Clients.
• Certification - Cert Manager MiFID II Staff giving information about investment products, investment services or ancillary services.

Qualifications:

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:

• IMC.
• Relevant Bachelor's Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters / MBA.
• CFA, ACA, ACCA, IAQ 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.

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).