Sales Support Associate - UK Wealth & Adviser

Join our growing team at SEI and take the next step in your career. We’re seeking a sales professional to support our asset management unit in enhancing relationships with Wealth Managers and Financial Advisers. This role offers the opportunity to develop your career in the UK wealth market whilst contributing to the success of our clients and SEI.

What you will receive:

• A great opportunity to take the next step in your career with a leading Global investment manager.
• Exposure to a broad range of clients and investment solutions, including multi-asset, equity, fixed income, and alternatives funds and model portfolios.
• Exposure to a broad range of teams within SEI, working with and supporting them in various tasks and projects.
• A structured development program with dedicated mentoring to support your growth.
• The potential to advance your career in various directions, such as investment sales, relationship management, or solution development.
• A competitive compensation package and wide range of additional benefits.

What you will do:

You will be responsible for supporting the team in growing SEI’s UK Asset Management business with IFAs and Wealth Managers. You will play an integral role in providing pre and post sales support to SEI’s UK IFA and Wealth Management clients. You will help to build on SEI’s reputation for enhancing IFA and client experience.

Responsibilities:

• Assist the sales and relationship management teams with preparing client meetings, presentations and proposals.
• Respond to client inquiries related to SEI’s asset management services and funds via phone and email.
• Support clients through the buying process, provide support and information to clients regarding a wide range of topics including fund information, marketing literature and investment views.
• Produce and update sales reports, market intelligence and trend analysis.
• Maintain and update CRM system – updating for new clients and working with development team on system improvements.
• Proactively liaise with other internal functions (Investment team, Legal, Compliance, etc) and where appropriate contribute solutions to resolve any client service issues/errors.
• Support the production and delivery of sales enablement collateral for SEI and partner solutions.
• Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe.
• Any other ad-hoc projects as required.

Qualifications & Experience:

• Demonstrable experience in a sales or support role within financial services, ideally in Asset Management.
• Strong interest in investment management with a willingness to learn, along with a basic understanding of financial markets and asset classes.
• Strong presentation, communication, time management, and organizational skills, with the ability to work independently and collaboratively.
• Ability to quickly grasp SEI products, services, and technical financial concepts, and effectively convey them to clients and stakeholders.
• Attention to detail and high level of accuracy in administrative tasks, including maintaining CRM records and sales collateral.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.

Regulatory Requirements:

• SMCR: role identified as certified under FCA Senior Manager and Certification Regime Rules. Certified functions include Client Dealing (CD0) – Meeting with Clients.
• MiFID II: Staff giving information about investment products, investment services or ancillary services.

Further Requirements:

• Willingness to keep up with qualifications as needed (IMC, relevant bachelor's degree, CFA, ACA, ACCA, IAQ, FIA).
• Willingness to undertake and complete required qualifications.
• Strong work ethic, focus, commitment to success, willingness to travel as needed.
• Excellent phone manner – articulate, engaging, confident.
• Proactive team player with good interpersonal skills.
• Effective written and verbal communication skills.
• Embodiment of SEI values: courage, integrity, collaboration, inclusion, connection, fun.

Benefits:

• Comprehensive care for physical and mental well-being.
• Strong pension plan.
• Tuition reimbursement.
• Hybrid working environment.
• Work-life balance with flexible options.
• Private medical care, access to GPs online, enhanced family leave, volunteer days, employee networks, free fruit.

SEI is an Equal Opportunity Employer and so much more…