Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
Scoutfield Logo

See all jobs on Scoutfield

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
SEI

Business Development Director

SEI

. Lead business development and territory management for predominantly SEC-registered RIA firms in SEI’s Wealth and Advisor Business .

Posted 10/6/2026full-timeRemote • Illinois • United StatesLead💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in financial services client sales, particularly within the RIA channel, with a strong ability to influence decision-making and manage territory growth. Proficient in delivering custody, technology, and business-centric solutions while maintaining strong client relationships and achieving sales targets.

Highest-signal resume keywords
RIA Channel Sales ExperienceNASAA Series 65 Or Series 66 LicenseTerritory ManagementConsultative SalesMulti-Channel Communication

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Services SalesTerritory ManagementClient Relationship ManagementMarket AnalysisSales Strategy PlanningCustody Technology KnowledgeBusiness-Centric AdvicePerformance TrackingLead GenerationClient Engagement
Soft Skills
MentoringTime ManagementOrganizational SkillsCommunication SkillsInfluencing Skills
Tools & Technologies
RIA Custody PlatformsInvestment Management SolutionsSalesforceVideo Conferencing ToolsEmail Communication
Certifications & Qualifications
Bachelor’s Degree In BusinessFinanceEconomicsNASAA Series 65 LicenseNASAA Series 66 License
Industry Keywords
Registered Investment Advisor (RIA)Wealth ManagementClient SalesBusiness DevelopmentAdvisor Market

About the role

Key responsibilities & impact
  • Lead business development and territory management for predominantly SEC-registered RIA firms in SEI’s Wealth and Advisor Business
  • Coordinate with the partner Account Executive on territory strategy planning and growth
  • Lead and mentor the junior Sales professional
  • Deliver SEI’s ecosystem of custody, technology, and investment management solutions
  • Drive net new business growth
  • Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth
  • Penetrate existing firm clients with broader SEI solutions to increase share of wallet
  • Influence the development and acquisition of new advisor-client relationships throughout the buying journey
  • Shape and implement sophisticated, diverse, and collaborative growth agendas
  • Motivate prospective clients to embrace change and transition business
  • Generate new interest and prospective-client leads
  • Manage inorganic leads through the sales process
  • Proactively engage clients and prospective clients through in-person and online meetings, telephone, email, and in-person and virtual presentations
  • Drive sales agendas and support advisor-client engagement health
  • Educate and persuade clients on SEI’s solutions across custody, technology, asset management, and business-centric offerings
  • Report directly to the Managing Director
  • Work cross-functionally with Sales, Marketing, Product, and Service organizations
  • Manage the Chicago, Illinois territory

Requirements

What you’ll need
  • Minimum 7 years of experience in financial services client sales and service support
  • Direct experience in RIA channel sales
  • Bachelor’s degree in Business, Finance, Economics, or a related field
  • Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days
  • Advanced knowledge of the advisor market, particularly the RIA channel
  • Strong knowledge of RIA custody and technology platforms
  • Strong network of relationships in the RIA community
  • Direct experience influencing business owners in the RIA channel
  • Experience delivering custody/technology and business-centric advice and influence
  • Extensive experience with multi-channel communication, including face-to-face, in-person and virtual presentations, live and recorded video, phone, and email
  • Ability to influence decision-making at the highest organizational levels
  • Established background in consultative sales
  • Record of performance in territory management, including strategic planning, execution, and travel
  • Outstanding time-management, organizational, and mentoring skills
  • Track record of exceeding goals
  • Excellent written and verbal communication skills
  • Track record in client relationship management and buyer satisfaction
  • Up to 80% travel potential

Benefits

Comp & perks
  • Comprehensive healthcare: medical, dental, vision, prescription, wellness, EAP, and FSA
  • Life and disability insurance, with premiums paid for base coverage
  • 401(k) match
  • Tuition reimbursement and education assistance
  • Commuter benefits
  • Up to 11 paid holidays per year
  • 21 days PTO per year, prorated for new hires, increasing over time
  • Paid parental leave
  • Back-up childcare arrangements
  • Paid volunteer days
  • Discounted stock purchase plan
  • Investment options
  • Access to employee networks
  • Flexible Paid Time Off (PTO)
  • Support for working parents