Sei Investments Company

Lead Generation Specialist

Oaks, Pennsylvania, United States of America · Director · Contract

Sponsorship not specifiedDetected 87 days ago

SalesBusiness DevelopmentLead GenerationOutbound SalesCommunicationCollaborationPublic SpeakingOrganizational Skills

About the role

SEI's Advisor intermediary business is growing the Sales & Experience Team to continue to accelerate business growth.
This role reports to the Managing Director of the National Accounts Team and works directly with the entire National Accounts Team and cross-functionally across the Sales & Experience and the Marketing organizations of the Advisor business.
This role is headquarters-based in the Oaks, Pennsylvania Global Headquarters.

Work in coordination with National Account Managers and senior Business Development Directors to drive territory growth through lead generation activities.
Proactively and directly engage prospective clients, led by telephone, email, and online meetings, to drive new sales opportunities.
Come build your brave future at SEI.
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 are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.

Bachelor's degree in Business, Finance, Economics or in a related field, or minimum of 2 years' SEI experience in lieu of degree.
Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days.
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.
Outstanding time-management and organizational skills, plus the track record of exceeding expectations.
Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter, and a willingness to learn and be mentored.
Ability to influence decision-making and tackle problems, thinking critically and collaboratively.
Excellent written and verbal communications skills with a track record in buyer satisfaction.
This position is Headquarters-based in the Oaks, Pennsylvania Global Headquarters with limited travel.

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

At SEI, we're (literally) invested in your success.
We are global provider of technology, operations, and asset management services for the financial services industry.
At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.

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.

This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.