At a Glance
- Tasks: Drive new revenue opportunities in wealth management through technical sales and client engagement.
- Company: Join SEI, a leading global provider in investment management and technology.
- Benefits: Enjoy comprehensive health care, hybrid work, tuition reimbursement, and a strong pension plan.
- Other info: Dynamic team culture with a focus on innovation and employee well-being.
- Why this job: Make an impact in the wealth management industry while working in a creative, open environment.
- Qualifications: Strong understanding of wealth management and excellent communication skills required.
The predicted salary is between 60000 - 80000 £ per year.
The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors manage evolving needs, operate seamlessly in global markets, and drive efficiency throughout their wealth management business. As a SEI Wealth Platform Solutions Consulting Team Member, you will work closely with the SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK. The team is responsible for supporting multiple SEI Wealth Platform sales agendas in the UK across all client segments.
Working closely with the UK Global Sales Team and the SWP Solutions Team, the Solutions Consulting Team plays a critical role in converting market prospects into platform clients, spanning the sales process from first call to discovery, proposal, and ultimately contracting. The target audience for SEI’s Investment Processing Solution includes the largest Global Bank Wealth Departments, Independent Financial Advisors, and other related Wealth Management intermediaries. You will fill a market-facing role and must be comfortable in presentation settings with an ability to react to prospect questions and concerns. A background in the wealth management industry with an understanding of how these intermediary businesses operate is important.
What you’ll do:
- Participate in technical sales activities related to Wealth Management Services’ SEI Wealth Platform sales initiatives.
- Work collaboratively in a distributed, team-based environment to support the SEI Wealth Platform sales across multiple segments.
- Assess current and future business needs of prospective clients and match them to SEI’s offerings.
- Maintain a current understanding of the SEI Wealth Platform services and future roadmap.
- Perform SEI Wealth Platform sales demonstrations, ensuring demonstration environments are maintained in a reliable, client-ready state.
- Lead and support Business Discovery engagements with prospects and existing clients.
- Build and maintain relationships with industry consultants, influencers, and subject matter experts.
- Support Request for Proposal (RFP) fulfilment with necessary due diligence and research.
- Provide market requirement detail to SEI Wealth Platform Solutions, Product, and Services teams.
- Maintain and develop a deep understanding of SEI’s offerings, providing education and updates to the Wealth Management Services’ Sales Team.
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 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 with relevant risks. In addition, employees are responsible for completing all required Risk Management training.
What we need from you:
- A strong understanding of Wealth Management / Private Banking with particular focus on front to back office and investment management requirements.
- Excellent presentation and written communication skills; being comfortable with and enjoying being in a client-facing role.
- Excellent organisational and analytical skills.
- SEI Wealth Platform experience.
- Degree (or equivalent experience or studies).
What we would like from you:
- Ability to work independently and with others in an effective and professional manner.
- Happy to and thrives working in an open environment.
- Self-motivated, pro-active, and logical; you will have a can-do attitude.
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. SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Senior Specialist, Technical Sales – Wealth Management Services in London employer: SEI Investments
SEI is an exceptional employer, offering a dynamic work environment in London that fosters innovation and creativity. With a strong focus on employee well-being, we provide comprehensive benefits including private medical care, a robust pension plan, and a hybrid working model that promotes work-life balance. Our commitment to professional growth and a collaborative culture ensures that every team member can thrive and contribute meaningfully to our mission of building brave futures.
