Backed by Index.
About the role
Lead business development and territory management for firms in the Independent Broker/Dealer channel. Work in coordination with partner Account Executive to drive territory strategy planning.
More about this role
SEI’s Advisor business is growing the Sales & Experience 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, this professional 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 in the Independent Broker/Dealer (IBD) channel of SEI’s Advisor business.
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 a Managing Director and works with a dedicated Account Executive and cross functionally across the Sales, Marketing, Solutions 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...
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