Seic
Account Executive
USA - PA - Oaks
Sponsorship not specifiedDetected 30 days ago
SalesAccount ManagementBusiness DevelopmentCommunicationCollaborationProblem SolvingPublic SpeakingOrganizational Skills
About the role
- SEI's Advisor business is growing the Sales & Experience Team to continue to accelerate business growth.
- This is an excellent opportunity for a growth-minded professional seeking a fast-paced and diverse work environment, who is passionate about problem-solving, leading change and learning through direct experience and coaching.
- Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory.
Responsibilities
- Work in coordination with partner senior Business Development professional to drive territory strategy planning.
- Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business.
- 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.
- 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.
Nice to have
- 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 SEI Headquarters-based in the Oaks, Pennsylvania Global Headquarters with limited travel.
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- Proactively engage clients and prospective-clients, led by online-meetings, telephone and email, and virtual presentations, to drive sales agendas and support advisor-client's full engagement health.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.