Business Development Director, SEI Wealth Platform

Overview

In this role you will drive new business in the UK wealth management space, leveraging your network to win opportunities and shape solutions. You will work across cross-functional teams to position SEI’s capabilities, including the SEI Wealth Platform, and guide prospects from first meeting through closing. You will stay attuned to market trends, regulatory changes, and risk, feeding insights to product and marketing. This is a chance to influence growth by building trusted executive-level relationships and delivering client-focused outcomes.

Pay / Benefits

• private medical care
• online GP access
• enhanced family leave
• volunteer days
• thriving employee networks
• hybrid working environment

Responsibilities

• Prospect, develop, and close new business with wealth management firms in the UK
• Leverage relationships and networks to generate and qualify leads
• Conduct consultative sales process and guide deals to close
• Research prospects and set meeting strategy for initial and follow-up meetings
• Attend industry events to gather market intelligence and identify opportunities
• Collaborate with Marketing, Solutions, PMO, Legal, and Relationship Managers to align on client needs
• Ensure smooth transition of new clients to relationship and client service teams
• Identify and manage risks, adhering to policies and escalation procedures

Key requirements

• Proven track record in a new business development role within financial services
• Strong understanding of the UK wealth management market, including technology, operations and asset management
• Experience influencing decision-making with senior executives and managing activity to meet sales targets
• Successful history of managing and closing high-value outsourcing arrangements involving wealth management technology/operations/asset management
• Experience in cold calling, networking, and consultative sales with existing market contacts a plus

• Excellent problem solving and analytical abilities
• Process-driven approach to sales
• Entrepreneurial spirit with strong work ethic
• Knowledge of the UK Wealth Management market and technology platforms (e.g., SEI Wealth Platform)
• Experience with outsourcing arrangements in wealth management contexts
• Proven prospecting techniques and consultative selling

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