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For Companies At a Glance
- Tasks: Bridge sales and operations, ensuring smooth client onboarding and showcasing tech solutions.
- Company: Join SEI Investments, a leader in asset management and investment technology.
- Benefits: Enjoy hybrid working, comprehensive health care, tuition reimbursement, and a strong work-life balance.
- Why this job: Make an impact in a dynamic environment while developing your skills in finance and technology.
- Qualifications: Degree in finance, business, or technology; experience in fund operations preferred.
- Other info: Collaborative culture with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people-focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail-oriented environment underpins this business objective.
We are seeking a dynamic and knowledgeable Sales Engineer to join our fund administration company. This role is pivotal in bridging the gap between our sales and operations teams, ensuring the successful onboarding and servicing of new clients. The ideal candidate will possess deep expertise in fund operations and the ability to clearly articulate our end-client technology solutions to prospects. Location: Dublin or London (hybrid working options available).
What you’ll do:
- Service Model Scoping: Collaborate with the sales team to understand prospective client requirements and scope out tailored service models that meet their needs.
- Operations Liaison: Act as the primary point of contact between the operations and sales teams, ensuring seamless communication and alignment throughout the client onboarding process.
- Fund Operations Expertise: Serve as a subject matter expert in fund operations, providing guidance and support internally and externally.
- Technology Demonstrations: Deliver compelling demonstrations of the company's end-client technology platform to prospects, highlighting key features and benefits.
- Solution Development: Work closely with operations to design and propose solutions that address client-specific challenges and requirements.
- Client Onboarding Support: Support the onboarding of new clients by ensuring all operational and technological aspects are properly scoped and communicated.
- Feedback Loop: Gather feedback from prospects and clients regarding technology and service offerings, relaying insights to product and operations teams for continuous improvement.
What we need from you:
- Bachelor’s degree in finance, Business, Technology (or equivalent), or a related field.
- Proven experience in fund administration, fund operations, or a similar financial services environment.
- Strong technical acumen with the ability to understand and explain complex technology solutions.
- Excellent communication and presentation skills, with experience engaging both technical and non-technical audiences.
- Ability to work collaboratively across multiple teams and manage competing priorities.
- Analytical mindset with strong problem-solving abilities.
- Client-focused approach with a commitment to delivering high-quality solutions.
Desirable Attributes:
- Experience in a sales engineering or pre‑sales role within financial services.
- Knowledge of industry‑standard fund administration platforms and technologies.
- Ability to thrive in a fast‑paced, client‑driven environment.
- Strong organisational skills and attention to detail.
What we would like from you:
- Detail oriented
- Flexible
- Positive attitude
- Ability to adapt to various product deliverables
- Solutions oriented thinker
- Ability to work under pressure
- Individual who takes initiative & ownership of assigned responsibilities
- Strong problem‑solving skills
- Excellent interpersonal and vendor management skills
- Strong organisational skills
The Sales Engineer will report directly to the Head of Sales and will work closely with the Head of Operations and relevant technology leads. Location: Dublin or London (hybrid working options available).
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.
SEI is an Equal Opportunity Employer.
Sales Engineer – Investment Manager Services (London or Dublin) employer: SEI
Contact Detail:
SEI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Engineer – Investment Manager Services (London or Dublin)
✨Tip Number 1
Network like a pro! Reach out to current employees at SEI through LinkedIn or other platforms. Ask them about their experiences and any tips they might have for the interview process. This insider info can give you a leg up!
✨Tip Number 2
Prepare for those tech demos! Since you'll be showcasing SEI's technology solutions, practice explaining complex concepts in simple terms. Use examples from your past experience to demonstrate your expertise in fund operations.
✨Tip Number 3
Show off your problem-solving skills! During interviews, be ready to discuss specific challenges you've faced in previous roles and how you tackled them. This will highlight your analytical mindset and client-focused approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining SEI and being part of our collaborative environment.
We think you need these skills to ace Sales Engineer – Investment Manager Services (London or Dublin)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Sales Engineer role. Highlight your experience in fund operations and how it aligns with SEI's focus on client service and technology solutions.
Showcase Your Technical Skills: Since this role requires strong technical acumen, don’t shy away from detailing your understanding of fund administration platforms. Use specific examples to demonstrate how you've successfully communicated complex tech solutions in the past.
Be Personable and Engaging: Remember, we’re looking for someone who can connect with both technical and non-technical audiences. Use a friendly tone in your application to reflect your excellent communication skills and client-focused approach.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at SEI!
How to prepare for a job interview at SEI
✨Know Your Stuff
Make sure you brush up on your fund operations knowledge. SEI is looking for someone who can articulate complex technology solutions clearly, so be prepared to discuss specific examples from your experience that demonstrate your expertise.
✨Showcase Your Communication Skills
Since this role involves liaising between sales and operations, practice explaining technical concepts in simple terms. You might even want to do a mock presentation of a technology demonstration to a friend or family member to get comfortable.
✨Understand the Company Culture
SEI values collaboration and employee development, so be ready to discuss how you work in teams and contribute to a positive environment. Think of examples where you've helped foster teamwork or supported colleagues in achieving their goals.
✨Prepare Questions
Have a few thoughtful questions ready about the role and the company. This shows your interest and helps you gauge if SEI is the right fit for you. Ask about their approach to client onboarding or how they gather feedback for continuous improvement.
