Reference #: SEI1GLOBALR0035995EXTERNALENGLOBAL
The Bank Asset Management Distribution Leader within SEI's Asset Management unit is responsible for leading and managing the investment sales team, developing and executing strategic sales initiatives, and ensuring compliance with all relevant regulations. This role drives revenue and asset growth by building and maintaining strong client relationships, fostering team development, and collaborating across departments to enhance customer experience and sales performance. Additionally, the role expands the institutional client base and assets under management by leading national, regional, local and community bank trust and wealth partnerships and transforming traditional trust departments into integrated wealth management businesses. Individual will work closely with the leaders of the bank technology, custody, and business processing leadership, strategy, and sales teams.
What you will do:
Team Leadership:
Lead, mentor, and develop cross functional teams to deliver innovative investment solutions, for both individual solutions and model portfolios, to bank trust and bank wealth businesses that are regulated by either a trust charter (OCC), FINRA, or SEC bodies .
Build and develop cross-functional teams to deliver investment solutions and support transformation of traditional trust departments into integrated wealth management businesses, and align the needs of bank "agency", "RIA", or "broker dealer" driven wealth businesses with the investment capabilities of SEI.
Set sales targets and drive team performance to achieve `defined goals.
Focus on talent development, including conducting performance reviews and supporting career growth, with an acute focus on performance management towards achieving both net new business and net new fee revenue growth.
Sales Strategy and Execution:
Develop and implement strategic sales plans to drive investment product sales.
Focus on new business acquisition, client retention, and growth of new production.
Drive consistent net new asset sales growth, integrate customized investment solutions and deepen fiduciary partnerships across diverse client segments.
Business and Market Development:
Build and maintain relationships with clients, internal stakeholders, and external partners.
Identify and capitalize on market opportunities and trends.
Support business expansion and development of new client relationships.
Compliance and Risk Management:
Ensure all sales activities comply with FINRA, SEC, state, and company policies and regulations.
Performance Monitoring and Improvement:
Establish Key Performance Indicators (KPIs) and reporting frameworks to monitor sales performance.
Review and refine sales processes to increase efficiency and maximize the customer experience.
Provide regular updates on sales performance to senior leadership.
What we need from you:
Education:
Bachelor's degree in finance, economics, business administration, or a related field is preferred.
Advanced certifications such as CFA or CFP is preferred
Experience:
Minimum of 10 years of experience in retail banking, investment management, and sales, with preference for candidates with 15+ years in wealth and asset management.
Experience in selling investment products to banks and specific products preferred by different bank @types, both home offices and branch advisors.
Proven leadership in selling into multi-billion-dollar portfolios and diverse client bases.
Deep understanding of financial markets, investment vehicles, and regulatory environments
Demonstrated success in business development and client relationship management.
Proven experience in leading and managing sales teams.
Attributes we value:
Strong business acumen and deep understanding of investment products and financial markets.
Excellent leadership, communication, and interpersonal skills.
Proven ability to develop and execute successful sales strategies.
Highly analytical, able to interpret financial data and market trends for data-driven decision-making.
Comprehensive understanding of financial regulations and compliance requirements.
Skilled in mentoring, prospecting, and recruiting talent.
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.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. 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 recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
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.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
SEI is an Equal Opportunity / Affirmative Action Employer.
