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SEI

Business Development Director

SEI

. Lead business development and territory management for firms in the Independent Broker/Dealer channel .

Posted 9/24/2026full-timeRemote • United StatesLead💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in business development and territory management within the Independent Broker/Dealer channel, leveraging strong consultative sales skills and multi-channel communication to drive client engagement and growth.

Highest-signal resume keywords
Business DevelopmentTerritory ManagementConsultative SalesClient Relationship ManagementMulti-Channel Communication

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Financial Services SalesMarket AnalysisStrategic PlanningSales Process ManagementPerformance Tracking
Soft Skills
Time ManagementOrganizational SkillsMentoring SkillsInfluencing SkillsCommunication Skills
Tools & Technologies
SalesforceVideo Conferencing ToolsEmail Marketing PlatformsPresentation Software
Certifications & Qualifications
Bachelor’s DegreeMBACFP®NASAA Series 65NASAA Series 66
Industry Keywords
Independent Broker/DealerClient EngagementAdvisor-Client RelationshipsConsumer PreferencesCompetitor Behavior

About the role

Key responsibilities & impact
  • Lead business development and territory management for firms in the Independent Broker/Dealer channel
  • Coordinate with the partner Account Executive to drive territory strategy planning
  • Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth
  • Influence development and acquisition of new advisor-client relationships throughout the buying journey
  • Shape and implement collaborative growth agendas
  • Motivate prospective clients to embrace change and convert business
  • Generate new interest and prospective-client leads
  • Manage inorganic leads through the sales process
  • Engage clients and prospective clients through in-person meetings, online meetings, telephone, email, and in-person and virtual presentations
  • Drive sales agendas and support advisor-client engagement health
  • Educate and persuade clients using SEI’s solutions across custody, technology, asset management, and business-centric solutions
  • Manage a territory covering Ohio and Kentucky
  • Report directly to a Managing Director and work cross-functionally with Sales, Marketing, Solutions, and Service organizations

Requirements

What you’ll need
  • Minimum of 7 years of experience in financial services client sales and service support
  • Direct experience in IBD channel sales strongly preferred
  • Bachelor’s degree in Business, Finance, Economics, or a related field
  • MBA and/or CFP® preferred
  • Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days
  • Extensive experience with multi-channel communication mediums, including face-to-face interactions, one-to-many presentations, virtual presentations, live video, recorded video, phone, and email
  • Ability to influence decision-making at the highest levels of an organization
  • 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
  • Ability to travel up to 80%

Benefits

Comp & perks
  • Comprehensive care for physical and mental well-being
  • Strong retirement plan
  • Tuition reimbursement
  • Support for working parents
  • Flexible Paid Time Off (PTO)
  • Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
  • Life and disability insurance (premiums paid for base coverage)
  • 401(k) match
  • Education assistance
  • Commuter benefits
  • Up to 11 paid holidays/year
  • 21 days PTO/year, pro-rated for new hires, increasing over time
  • Paid parental leave
  • Back-up childcare arrangements
  • Paid volunteer days
  • Discounted stock purchase plan
  • Investment options
  • Access to thriving employee networks