Business Development Director

SEI’s Wealth Advisor business is growing the Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team.   In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual—responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management—to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI’s Wealth and Advisor business. To ensure success, you should carry deep experience and advanced knowledge of the advisor market, particularly in the RIA channel.   This is an excellent opportunity for an accomplished sales and client experience specialist who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships.   This role reports directly to the Managing Director and works with a dedicated Account Executive and cross-functionally across the Sales, Marketing, Product and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the RIA channel of the market.   This role is territory-based, and we’re seeking expansion to establish new territories in Texas .   What you will do: Lead business development and territory management for predominantly SEC-registered RIA firms, in the RIA channel of SEI’s Wealth and Advisor Business. Work in coordination with partner Account Executive to drive territory strategy planning and growth. In addition, lead and mentor this junior Sales professional. Deliver the entire SEI ecosystem, encompassing custody, technology and investment management, driving net new business growth results. Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, with a focus on penetrating existing firm-clients with broader SEI solutions to increase share of wallet. Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey. Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and transition business. Generate new interest and prospective-client leads—constantly staying ahead of new opportunities—while also managing the development of inorganic leads through the sales process. Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client’s full engagement health. Through mastery of SEI’s suite-of-solutions, educate and persuade with a process to support…