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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 • Texas • 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 expertise in financial services client sales, particularly within the RIA channel, with a strong focus on territory management and client relationship development. Proven ability to influence decision-making and drive business growth through effective communication and strategic planning.

Highest-signal resume keywords
RIA Channel Sales ExperienceClient Relationship ManagementTerritory ManagementConsultative Sales BackgroundStrong Knowledge of RIA Custody and Technology Platforms

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 Data AnalysisSales Strategy PlanningBusiness DevelopmentClient EngagementMulti-Channel CommunicationCustody and Technology Solutions DeliveryMentoringGoal Exceeding PerformanceStrategic Planning Execution
Soft Skills
Outstanding Time-ManagementOrganizational SkillsExcellent Written CommunicationExcellent Verbal CommunicationClient-First Mentality
Certifications & Qualifications
Bachelor’s Degree in Business, Finance, or EconomicsMBA PreferredCFP® PreferredNASAA Series 65 or Series 66 License
Industry Keywords
SEC-Registered RIA FirmsWealth ManagementInvestment ManagementClient SatisfactionPolitical Contributions QuestionnaireSales Process ManagementAdvisor-Client EngagementIn-Person and Virtual PresentationsTexas Territory GrowthConsumer Preferences Analysis

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 a partner Account Executive on territory strategy planning and growth
  • Lead and mentor a junior Sales professional
  • Deliver SEI’s custody, technology, and investment management ecosystem to 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 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 presentations
  • Drive sales agendas and support advisor-client engagement health
  • Educate and persuade clients using SEI’s suite of custody, technology, asset management, and business-centric solutions
  • Report directly to the Managing Director and collaborate cross-functionally with Sales, Marketing, Product, and Service organizations
  • Establish and grow new territories in Texas

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
  • Advanced degree or credentials such as MBA and/or CFP® preferred
  • Current NASAA Series 65 or Series 66 license, or ability to acquire within 90 days
  • 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
  • Client-first mentality and established consultative sales background
  • Consistent 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 manage up to 80% travel potential
  • Must complete a political contributions questionnaire if requested under SEC Rule 206(4)-5

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, and FSA
  • Life and disability insurance, with premiums paid for base coverage
  • 401(k) match
  • Education assistance
  • Commuter benefits
  • Up to 11 paid holidays per year
  • 21 days PTO per year 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
  • Additional performance-based sales compensation