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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in sales within the banking and wealth management sectors, with a proven ability to generate leads and articulate complex service offerings. Proficient in CRM systems and capable of optimizing lead generation strategies while maintaining strong communication and organizational skills.
Highest-signal resume keywords
8+ Years Of Sales ExperienceDirect Banking And Wealth Management ExperienceProactive Lead GenerationCRM Systems ProficiencyFamiliarity With Agile Methodology
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationConsultative SellingDigital TransformationPlatform MigrationSales Strategy Development
Soft Skills
Excellent Communication SkillsOutstanding Time-ManagementOrganizational SkillsAbility To Work IndependentlyWillingness To Learn
Tools & Technologies
CRM SystemsSalesforce
Industry Keywords
Fin-TechWealth ManagementBankingAsset ManagementProfessional Services
About the role
Key responsibilities & impact- Drive new client engagement across banking, wealth management, and asset management sectors
- Present opportunities across SEI Professional Services offerings
- Collaborate with Professional Services consultants and enterprise sales to drive territory growth
- Generate leads across the US, UK, and other targeted regions
- Make outbound calls to prospective clients
- Respond to sales-related inquiries from a dedicated subset of existing clients
- Master and educate prospects on SEI’s Professional Services portfolio
- Maintain accurate interaction and pipeline records in CRM
- Collaborate with marketing to optimize lead generation strategies and tailor messaging
- Contribute approximately $2.5–3.5M to the annual pipeline
- Travel for prospect and client engagements
Requirements
What you’ll need- Minimum of 8 years of experience in sales
- Direct experience in banking and wealth management
- Fin-Tech or similar industry experience preferred
- Proven track record of proactive lead generation and sales
- Excellent communication skills across face-to-face, virtual presentations, phone, email, and social media
- Strong consultative selling and communication skills
- Ability to articulate complex service offerings in client-centric language
- Outstanding time-management and organizational skills
- Ability to work in a fast-paced environment, both within a team and independently
- Willingness to learn and be mentored
- Experience with CRM systems, such as Salesforce or equivalent
- Ability to travel at least 50% for prospect and client engagements
- Familiarity with Agile methodology
- Experience with digital transformation or platform migration in wealth management preferred
- Alignment with SEI Values of courage, integrity, collaboration, inclusion, connection, and fun
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, 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, 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 employee networks