Senior Specialist, Technical Sales – Wealth Management Services

Overview

In this role you enable revenue growth for SEI’s Wealth Platform in the UK by engaging with sales and solutions teams to translate client needs into SEI offerings. You’ll conduct product demonstrations, support discovery and RFP activities, and build relationships with industry consultants to position SEI’s platform. You’ll operate in a client-facing, cross-functional environment to deliver market insights and ensure accurate, timely responses. The role offers exposure to a growing wealth management business with a strong emphasis on collaboration and impact.

Pay / Benefits

• hybrid working environment
• strong pension plan
• private medical care for you and your family
• tuition reimbursement
• volunteer days
• employee networks

Responsibilities

• Participate in technical sales activities for SEI Wealth Platform in the UK across segments
• Collaborate with Global Sales and SWP Solutions teams to assess client needs and map them to offerings
• Maintain up-to-date knowledge of SEI Wealth Platform services and roadmap and communicate to internal and external stakeholders
• Perform wealth platform demonstrations and keep demonstration environments ready for client interactions
• Lead or support Business Discovery engagements with prospects and clients (interviews, persuasive documents, presentations)
• Build and maintain relationships with industry consultants and subject matter experts to strengthen market insights
• Support RFP fulfilment with due diligence and timely responses
• Provide market requirement details to SEI Wealth Platform Solutions, Product, and Services teams
• Educate and update the Sales Team on SEI Wealth Platform offerings
• Embrace risk awareness and adhere to policies and risk management processes

Key requirements

• Strong understanding of Wealth Management / Private Banking with front-to-back office and investment management focus
• Excellent presentation and written communication skills in client-facing contexts
• Excellent organizational and analytical skills
• SEI Wealth Platform experience
• Degree (or equivalent experience or studies)
• unknown if other specific qualifications are required

• client-facing confidence
• proactive and self-motivated attitude
• collaborative and professional demeanor
• SEI Wealth Platform experience
• ability to conduct demonstrations and drill into front-end tools and back-end processes
• RFP and due diligence capabilities

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