Sales Executive, Professional Services
公司专业服务团队致力于通过定制，数据驱动的战略和实践执行来转型企业。该团队正在寻找一个销售高管，以推动银行，财富管理和资产管理部门中的新客户参与度。这个角色负责在 SEI 专业服务提供中呈现新的机会，如外包 CTO,组织变革管理，劳动力增强，数据云与分析，系统集成以及应用开发和设计等。这是一个非常好的机会，对于一个战略思想家，关系建设者和热衷于帮助客户实现技术和运营转型的人来说。这个角色将与企业销售团队，解决方案顾问，市场营销以及更广泛的专业服务组织进行跨职能合作。你为什么应该加入我们的团队：加入 SEI 专业服务意味着成为一个不仅增长而又壮成长的公司的一部分.SEI 最近报告了创纪录财务结果，其中收入增加8%至57850万美元，每股收益上升9% - 反映出强大的需求和运营卓越性。对于你这样的销售高管来说，这将转化为充满机会的动态环境。在 SEI,你不仅仅是出售服务；你正在帮助客户在提高自己的职业生涯中改变他们的企业，同时也发展了高性能，前进化的文化。在 ir.seic.com 上了解更多信息。主要责任包括但不限于：·与专业服务顾问和企业销售合作，通过美国，英国和其他目标地区的领先产量活动推动领土增长。·向潜在客户致力于产生对 SEI 专业服务的兴趣，包括技术现代化，运营效率和合规解决方案。·应对来自现有客户的一小组的销售相关询问。·掌握 SEI 专用服务组合并教育潜在客户其服务提供情况。·在 CRM 中保持互动和管道状态的准确记录。·与市场合作优化领先产品战略。
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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 presenting new opportunities across SEI’s Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design.
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, marketing, and the broader Professional Services organization.
Why you should join our team:
Joining SEI Professional Services means becoming part of a company that’s not just growing — it’s thriving. SEI recently reported record-breaking financial results, including an 8% increase in revenue to $578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over $100 million in net new sales events year-to-date, SEI is expanding its footprint and investing in innovation across its business lines.
For a sales executive like you, this translates into a dynamic environment full of opportunity — where your contributions directly impact a company on the rise. At SEI, you’re not just selling services; you’re helping clients transform their businesses while growing your own career in a high-performance, forward-thinking culture. Learn more at ir.seic.com.
Key responsibilities include, but not limited to:
- Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
- Make outbound calls to prospective clients to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
- Respond to sales-related inquiries from a dedicated subset of existing clients.
- Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings.
- Maintain accurate records of interactions and pipeline status in CRM.
- Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
- Pipeline Contribution: ~$2.5-3.5M annually
What we need from you:
- A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
- Proven track record of successful proactive lead generation and sales experience
- Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
- Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
- Outstanding time-management and organizational skills, with a track record of exceeding expectations.
- Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
- Experience with CRM systems (Salesforce or equivalent).
- This position will require at least 50% travel for prospect and client engagements.
- 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, 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.
The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
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.
Originally posted on Himalayas