Sales Director

About This Role

This role involves driving the commercialization and growth of SEI's investment solutions by expanding their reach among RIAs, independent broker-dealers, and asset managers. The Sales Director will be a critical partner to the Senior Investment Sales Director while directly managing advisor relationships within an assigned market segment. It is an opportunity for a motivated sales professional to build investment distribution expertise and enhance field experience.

Responsibilities

• Help expand SEI's sphere of influence by driving adoption of investment capabilities and contributing to regional growth objectives
• Commercialize SEI's ETFs, alternative investments, model portfolios, and future investment solutions
• Build and maintain a disciplined sales pipeline focused on generating future asset growth
• Develop relationships with advisors across an assigned market segment, creating engagement opportunities and advancing prospects through the sales process
• Support product launches, advisor education initiatives, and commercialization campaigns to increase awareness and adoption of SEI's investment capabilities
• Serve as a strategic extension of the Regional Investment Sales Director to improve market coverage, increase advisor engagement, and accelerate territory growth
• Support the execution of regional business plans through coordinated prospecting, relationship development, meeting preparation, follow-up activities, and opportunity management
• Participate in advisor meetings, conferences, due diligence events, and investment presentations to enhance SEI's presence and deepen advisor relationships
• Provide market intelligence, pipeline visibility, and ongoing support to maximize territory effectiveness and growth
• Extend SEI's coverage model by engaging emerging and growth-oriented advisory firms throughout the region
• Develop relationships with RIAs, independent advisors, and wealth management firms that may not otherwise receive dedicated field coverage
• Create new business opportunities, establish credibility with investment professionals, and position SEI as a trusted investment partner
• Leverage virtual engagement, targeted travel, marketing campaigns, and coordinated outreach strategies to efficiently expand market penetration
• Work across the organization to maximize distribution opportunities and improve client outcomes
• Partner with sales, product, investment management, and marketing teams to support commercialization efforts and identify opportunities for growth
• Leverage SEI's platform relationships, distribution network, and investment expertise to create additional opportunities and deliver better client outcomes
• Maintain accurate pipeline management, activity tracking, and business reporting through Salesforce and other sales enablement tools