SEI · 4 hours ago
Business Development Director
California, United States
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
7+ years expSEI is a leading global provider of investment processing, investment management, and investment operations solutions. They are seeking a Business Development Director to drive growth in the Independent Broker/Dealer channel by managing territory and building client relationships.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
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
Qualification
Required
A minimum of 7 years of experience in financial services client sales and service support
Bachelor's degree in Business, Finance, Economics or in a related field
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days
Extensive experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email
Ability to influence decision-making at the highest levels of an organization, while performing with a client first mentality, and an established background in consultative sales
Consistent record of performance in territory management—both in strategic planning, execution, and travel—with outstanding time-management, organizational and mentor skills, plus the track record of exceeding goals
Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction
This position includes territory management and up to 80% travel potential
Preferred
Direct experience in IBD channel sales strongly preferred
Advanced degree or credentials, specifically in the business administration and/or planning areas—MBA and/or CFP®—preferred
Benefits
Comprehensive care for your physical and mental well-being
A strong retirement plan
Tuition reimbursement
A hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
A discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2025-12-04
2025-10-25
Company data provided by crunchbase