Teams at SEI

Manages strategic client relationships in the independent broker/dealer channel across the U.S. West region. Responsibilities include increasing client engagement, satisfaction, revenue, and share of wallet; managing territories; protecting and expanding high-value accounts; identifying growth opportunities; solving client needs; and coordinating with account management, marketing, investment, technology, and service teams.

Leads business development and territory growth for SEI’s Registered Investment Adviser channel. Responsibilities include acquiring, onboarding, and activating advisor clients; managing sales strategy; expanding relationships and share of wallet; presenting SEI’s custody, technology, investment management, and business solutions; generating leads; influencing buying decisions; mentoring an Account Executive; and managing client experience. The role requires extensive RIA market expertise, consultative sales ability, relationship management, and up to 80% travel.

Leads business development and territory management across Ohio and Kentucky for SEI’s Independent Broker/Dealer channel. Acquires, onboards, and activates advisor-client firms; develops territory strategies; generates and converts leads; manages relationships; and presents SEI’s custody, technology, asset management, and business solutions. The role requires consultative sales, market analysis, senior-level influence, relationship management, and up to 80% travel.