Anywhere At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
SEI Private Wealth Management helps individuals and families build and execute wealth management strategies based on their unique goals. By leading clients through our proprietary discovery process, SEI helps them identify, articulate and prioritize goals; track financial resources; and organize those resources against their stated goals. SEI tracks clients’ progress towards their goals so they are empowered to make effective and impactful decisions around their wealth.
What you will do: SEI Private Wealth Management is a business unit of SEI, which delivers an innovative and complete wealth management offering to individuals and families that have a net worth exceeding $10 million. Solutions include Investment Management, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting and Score Carding.
The New Business Development professional’s ability to leverage your experience and understanding of the needs of our target market are essential to successfully communicate the SEI Private Wealth Management value proposition. Networking skills are preeminent.
What we need from you: Bachelors degree required
A minimum of 7 years of experience
A strong desire to be out in the field with prospects and networks
Proven experience in dealing with ultra-high net worth individuals and families
Series 65 required
Demonstrated ability to establish and manage a prospect pipeline, drive an agenda, think strategically, create and adapt to any situation
What we would like from you: Strong presentation skills and ability to conduct in person meetings effectively.
Excellent communication and influencing skills
Self-starter who is comfortable working in a dynamic environment
Excellent written and verbal communication skills.
Strong organization and time management skills
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
The base salary pay for this role is $150,000 – $175,000 per year. This position will also be eligible to earn commissions based on sales each year, subject to company approval.
SEI is an Equal Opportunity Employer.
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