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 across all client segments, converting market prospects into platform clients from first call to contracting. The target audience includes the largest Global Bank Wealth Departments, Independent Financial Advisors, and other wealth management intermediaries. You will fill a market‑facing role and must be comfortable in presentation settings, reacting to prospect questions and concerns. A background in the wealth‑management industry and an understanding of intermediary businesses are important.
What You’ll Do
- Work collaboratively in a distributed, team‑based environment to support SWP sales across multiple segments
- Work closely with the Global Sales Team and prospective clients to assess current and future business needs and match them to SEI’s offerings
- Maintain a current understanding of the SWP services and future roadmap and articulate up‑to‑date information to internal and external constituents
- Perform SWP sales demonstrations, ensuring demonstration environments are reliable, client‑ready, and able to drill deep into front‑end tools and back‑end processes
- Lead or support Business Discovery engagements with prospects and existing clients, including interviews, persuasive documentation, and presentations
- Build and maintain relationships with industry consultants, influencers, and subject‑matter experts to strengthen market insight and support sales positioning of SEI’s offerings
- Support Request for Proposal (RFP) fulfilment, performing necessary due diligence and research to ensure accuracy and timeliness
- Provide market requirement detail to SWP Solutions, Product, and Services teams
- Maintain and develop a deep understanding of SEI’s offerings and provide education and updates to the Wealth Management Services’ Sales Team
- Identify, assess, and control risks, maintain understanding of relevant policies, and complete required risk management training
What We Need From You
- Strong understanding of Wealth Management / Private Banking, focusing on front‑to‑back office and investment management requirements
- Excellent presentation and written communication skills; comfortable in a client‑facing role
- Excellent organisational and analytical skills
- Experience with the SEI Wealth Platform
- 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
- Thrives working in an open environment
- Self‑motivated, pro‑active, and logical with a can‑do attitude
SEI is an Equal Opportunity Employer.
SIEL Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
Senior Specialist, Technical Sales – Wealth Management Services employer: SEI
SEI Europe Wealth Platform is an exceptional employer that prioritises employee development and fosters a collaborative work culture. With a focus on innovation and client satisfaction, employees benefit from comprehensive training opportunities and the chance to work with cutting-edge technology in a dynamic global environment. Joining our team means being part of a supportive community that values your contributions and encourages professional growth.
