Business Development Director

Business Development Director

SEI's Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team! In this high-profile business development role, this professional will be the most prominent client- and prospective-client-facing individual responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management to drive the continued growth of assets and relationships in the Independent Broker / Dealer (IBD) channel of SEI's Advisor business. This is an excellent opportunity for an accomplished sales and client experience specialist who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships. This role reports directly to a Managing Director and works with a dedicated Account Executive and cross functionally across the Sales, Marketing, Solutions and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory. This role is territory-based, covering a territory that includes Northern California, Idaho, Oregon, and Washington.

What you will do :

• Lead business development and territory management for firms in the Independent Broker / Dealer channel.
• Work in coordination with partner Account Executive to drive territory strategy planning.
• Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth.
• Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey.
• Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.
• Generate new interest and prospective-client leads-constantly staying ahead of new opportunities-while also managing the development of inorganic leads through the sales process.
• Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client's full engagement health.
• Through mastery of SEI's suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions.

What we need from you :