New

Enterprise RIA Relationship Development 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)
Apr 23, 2025
SEI's Asset Management Unit is launching a new dedicated Enterprise Registered Investment Adviser (RIA) Sales & Experience Team designed to accelerate existing business growth in the upper-level RIA market->$5 Billion. To support this launch, SEI has immediate need for a Relationship Development Director within the Enterprise RIA Sales team. This role reports to the Enterprise RIA Leader within the Asset Management unit. You will be responsible for meeting and exceeding territory growth goals and overseeing the totality of the client experience across business development, relationship management, account management, and service and operational experience for advisor-client firms in the Enterprise RIA channel. You must be adept at using data to drive decisions, while defining opportunities for growth and solving client and potential-client needs; and also be the champion for the overall deployment of SEI's solutions across our entire ecosystem which consists of: Custody Wealth Tech Investment Management Alternatives UMH/UMA What you will do: The Relationship Development Director will be a main lead individual in territory management and growth for advisor-client firms on the Enterprise RIA Sales & Experience Team. Work in coordination and collaboration with partner Enterprise RIA Leader to drive territory strategy planning and communicate daily with that partner on tasks key to influencing growth and relationship management within client and prospective-client firms. Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, and deliver on growth and retention KPI metrics as defined. Shape and implement complex, diverse and collaborative sales growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.Lead the development and execution efforts to drive the values and vision.of SEI, beginning with a client first commitment. 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. What we need from you: The ideal candidate has a minimum of 7 years of relevant experience in financial services client sales and service support, with direct experience in RIA channel sales strongly preferred. BA/BS Required Current NASD Series 7, 63 and 65 or Series 66 license or ability to obtain within 90 days. Strong knowledge of RIA custody and technology platforms as well as direct experience in influencing business owners in this channel and delivering both technology and business-centric advice and influence. Significant network of contacts and relationships with upper market Enterprise RIA firms. Experience and understanding of requirements of third party distribution platform partners within in the Financial Advisor industry. Significant relationships with these partners. Ability to influence decision-making at the highest levels of an organization, while executing with a client-first mindset, and an established background in consultative sales. Proven ability in territory management-both in strategic planning, execution, and travel-with exceptional time-management, organizational and coaching skills, plus the track record of exceeding goals. Excellent communicator (in both the written and verbal form), both proactively and reactively, with a track record in client relationship management and buyer satisfaction. A self-starter and an influencer, with a track record of both working independently and within a team. This position includes territory management and up to 80% travel potential 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.