Professional Services – Sales Executive, Business Process Services

Sales Executive

SEI's Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for representing the SEI Professional Services team and presenting business process services opportunities to prospects. This is an excellent opportunity for someone who is a strategic thinker, relationship builder, and is passionate about helping clients achieve technological and operational transformation. This role will work cross-functionally with enterprise sales teams, solution consultants, operations teams, and the broader Professional Services organization.

Key responsibilities include, but not limited to:

• Identify and pursue new business opportunities within banking, wealth management, and asset management sectors.
• Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events.
• Conduct needs assessments and discovery calls to understand client requirements and align SEI's Professional Services solutions.
• Collaborate with solution consultants, marketing, and product teams to develop tailored proposals and presentations.
• Lead the sales process from initial contact through contract negotiation and closing.
• Maintain accurate records of activities and pipeline status in CRM.
• Track market trends and competitor offerings to inform business development strategies.
• Represent SEI at industry conferences, webinars, and client meetings.

What we need from you:

• A minimum of 8 years of experience in successful business development in banking, wealth management, or professional services industries.
• Strong consultative selling and relationship-building skills.
• Proven track record in wealth management operations across front, middle, and back-office functions.
• Ability to articulate complex service offerings and value propositions.
• Experience with CRM systems (Salesforce or equivalent).
• Excellent communication, negotiation, and presentation skills.
• Bachelor's degree in Business, Finance, Economics, or related field preferred.
• Self-motivated, results-driven, and able to work independently and as part of a team.
• This position will require at least 50% travel to industry conferences, networking events, prospect or client sites.
• Familiarity with Agile methodology
• Experience with digital transformation or platform migration in wealth management preferred.

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

SEI is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.