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Sales Director

SEI
parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan
United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
Jun 18, 2025

SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and managing assets; we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, lead change, and help protect assets. Technology and operations: The heartbeat of our business.

We address the whole of business transformation. From the front to back office, our technology solutions create connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking a new Sales Director for our Alternatives Fund Administration platform. The Sales Director will focus on selling our complete outsourcing services to investment managers in the Alternative Investments space. This position will be responsible for managing a sales process for our service offering, developing a pipeline, managing client relationships and providing input as to the future direction of our business in the this market.

What you will do:

  • Execute on sales plan

  • Identify, qualify and pursue new business prospects

  • Generate proposals and quotes

  • Work with internal and external counterparts to close sales

  • Build and maintain credible relationships with prospects, clients and industry "Centers of Influence"

  • Develop and maintain a working knowledge of fund industry

  • Develop and support sales presentation and design

  • Create and manage sales pipeline

  • Analyze sales territory and provide strategic plan

  • Conduct competitor analysis

  • Maintain contact with all firms in database to uncover new opportunities

  • Participate in regular team sales meetings and training

  • Maintain and demonstrate understanding and knowledge of prospect's business needs and SEI's services and solutions

  • Coordinate and manage the RFP process

  • Attend industry conferences, seminars and trade shows

  • We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career

What we need from you:

  • BA / BS in Business, Accounting, Finance, Economics, Mathematics.

  • Alternative Investment Product knowledge required.

  • Minimum 10 years of experience in the Financial Services industry.

  • Knowledge of investment management compliance matters.

  • Experience in managing sales process from lead generation to relationship management.

  • Experience with Miller Heiman or comparable strategic selling process a plus.

  • Strong PowerPoint, Excel, Word and Internet skills.

  • Extensive travel is required.

What we would like from you:

  • Adaptable to manage fast-paced, challenging sales environment.

  • Excellent interpersonal skills.

  • Strong organizational skills.

  • Excellent communication and influencing skills.

  • Strong analytical and critical thinking skills.

  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/ (https://www.seic.com/)

The base salary pay for this role is $90,000 to $250,000 per year. This position will also be eligible to earn commissions based on sales each year, subject to company approval.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include 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 and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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