The Sales Executive will drive territory growth through lead generation and proactive outreach to prospective clients in the banking and wealth management sectors. They will collaborate with internal teams to present tailored professional services and maintain accurate pipeline data in the CRM.
The supervisor acts as the official record keeper for hedge and private equity funds, managing reconciliations and financial reporting. They also train and supervise accounting analysts while ensuring compliance with GAAP standards and client deliverables.
The Business Development Director will lead territory growth and new advisor acquisition within the RIA channel, working cross-functionally to deliver SEI's ecosystem of custody, technology, and investment solutions. This role involves managing the full sales cycle, mentoring junior staff, and driving strategic growth agendas through proactive client engagement.
The Business Development Director will lead territory growth and new advisor acquisition within the RIA channel. They will collaborate with account executives to drive strategy, mentor junior staff, and deliver SEI's ecosystem of custody, technology, and investment solutions.
The Business Development Director will lead territory growth and new advisor acquisition within the RIA channel by delivering SEI's ecosystem of custody, technology, and investment solutions. This role involves driving territory strategy, mentoring junior sales staff, and managing the full lifecycle of client relationships through consultative engagement.
Lead business development and territory strategy for firms in the Independent Broker/Dealer channel, acquiring, onboarding, and activating advisor clients while growing assets and relationships. Analyze market opportunities, generate and manage leads, and present SEI’s custody, technology, asset management, and business solutions to support sales and client engagement.
The Client Services Specialist will act as the primary point of contact for investment manager clients, managing the administrative servicing and launch of Collective Investment Trusts. They will also coordinate project plans, facilitate product development discussions, and ensure compliance with regulatory standards.
The manager will oversee daily accounting operations for mutual funds, CITs, and ETFs while serving as the primary contact for clients. They are responsible for team leadership, performance management, and ensuring the accuracy of financial reporting and NAV calculations.
The Director will drive asset growth and revenue by promoting investment solutions across RIA and broker-dealer channels. They will cultivate new relationships with key decision-makers and collaborate with internal teams to execute go-to-market strategies.
