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 Investments is a global asset management firm with over $410 billion in assets under management as of March 31, 2023. There is an immediate opening for a highly motivated, results and detail oriented OCIO Regional Director of Sales for our North American Institutional team. The role will be a part of the Institutional Sales team and report directly to the Head of North American Sales.
This position is available in Chicago, IL or Oaks, PA but flexible to other office locations.
The role will require an individual to be collaborative in working with teams across the following areas internally at SEI: business development, client service, strategic advice, marketing and investment management. Primary responsibilities include cultivating relationships with institutional asset owners, identifying prospective clients in which SEI would be a good business partner, understanding the OCIO competitive landscape, and developing an overall sales strategy based on a prospect’s unique circumstances. Strong analytical and board presentation skills are necessary for the candidate to be successful. Qualified candidates should have a record of accomplishment and demonstrated ability to communicate complex public and private investment concepts to a variety investor types.
SEI’s Institutional Group is one of the first and largest global providers of integrated investment solutions to corporate plan sponsors, endowments & foundations, unions, governments, and healthcare entities. SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
What you will do:
- Manage entire sales process from prospect identification through on-boarding of a new client
- Develop strategy with a clear understanding of the prospective institutional client’s organizational needs, including; typical cash flow, liquidity requirements and risk tolerance. Analyze information and synthesize data to develop a message, a point of view and a recommendation on sales strategy
- Work across functional teams to grow SEI’s Institutional OCIO business; including collaboration with SEI’s Investment Management Unit, Institutional Marketing, Institutional Advice, and Institutional Client Management Teams
- Present to prospective clients with SEI team members in a boardroom setting
- Provide leadership and bring innovative ideas to assist SEI in evolving our OCIO business relative to the competitive landscape
- Identify differentiating investment and non-investment practices to enhance SEI’s OCIO offering
What we need from you:
- Desire to contribute to the growth of SEI’s Institutional OCIO business
- Minimum of 7 years of experience in investment management industry
- Bachelor’s degree in Business, Finance, Economics or in a related field
- Deep understanding of the institutional investor market place and SEI’s investment process
- Strong leadership skills with the ability to think strategically and creatively
- Critical business skills including excellent communication (written and verbal), cross-selling, customer negotiation, problem solving, presentation and project management skills
- Demonstrated track record of providing advice on investment policy, strategic asset allocation, risk management, asset class structure and implementation for both traditional and non-traditional investments
- Strong understanding of illiquid investment strategies on both a stand along basis and in the context of a client’s overall asset allocation
- Knowledge of the evolving responsible investing landscape including; DEI, ESG, SRI and Impact Investing
- Travel will be required and could vary between 40-60%
What we would like from you:
- Self-starter comfortable working in a dynamic environment
- Diversity of thought and respect of all peers
- Excellent communication, presentation and influencing skills
- Proven ability to manage multiple agendas and achieve results
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.
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 / affirmative action 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.