Enterprise RIA Relationship Development Director - SEI : Job Details

SEI's Asset Management Unit is launching a new dedicated Enterprise Registered Investment Adviser (RIA) Sales & Experience Team designed to accelerate existing business growth in the upper-level RIA market — $5 Billion.

To support this launch, SEI has an immediate need for a Relationship Development Director within the Enterprise RIA Sales team.

This role reports to the Enterprise RIA Leader within the Asset Management unit. You will be responsible for meeting and exceeding territory growth goals and overseeing the totality of the client experience across business development, relationship management, account management, and service and operational experience for advisor-client firms in the Enterprise RIA channel. You must be adept at using data to drive decisions, defining opportunities for growth, and solving client and potential-client needs; and also be the champion for the overall deployment of SEI's solutions across our ecosystem, which includes:

• Custody
• Wealth Tech
• Investment Management
• Alternatives
• UMH/UMA

What you will do:

• The Relationship Development Director will lead territory management and growth for advisor-client firms on the Enterprise RIA Sales & Experience Team.
• Coordinate with the Enterprise RIA Leader to develop territory strategies and communicate daily on tasks related to growth and relationship management within client and prospective-client firms.
• Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, and meet KPI metrics for growth and retention.
• Implement complex, collaborative sales growth strategies, focusing on motivating prospective clients to embrace change and convert business, beginning with a client-first approach.
• Generate new interest and leads, staying ahead of new opportunities, while managing inorganic lead development through the sales process.

What we need from you:

• Minimum of 7 years of relevant experience in financial services client sales and support, with strong preference for RIA channel experience.
• BA/BS degree required; current NASD Series 7, 63, and 65 or Series 66 licenses, or ability to obtain within 90 days.
• Deep knowledge of RIA custody and technology platforms, with experience influencing business owners in this channel and delivering technology and business advice.
• Extensive network of contacts within upper-market Enterprise RIA firms and understanding of third-party distribution platform requirements.
• Ability to influence decision-makers at high levels, with a client-first mindset and a background in consultative sales.
• Proven skills in strategic territory management, planning, execution, and exceeding goals, with excellent time management and organizational skills.
• Strong communication skills, both written and verbal, with a track record in client relationship management and buyer satisfaction.
• Self-motivated and influential, capable of working independently and as part of a team.
• Willingness to travel up to 80% as required in territory management.

SEI's competitive advantage:

We offer comprehensive benefits including health care, retirement plans, tuition reimbursement, flexible work arrangements, support for working parents, and generous PTO to promote work-life balance.

We are committed to building a diverse and inclusive environment and are proud to be an Equal Opportunity Employer.