Business Development Director

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI.

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

What you will do:

• The role represents an excellent opportunity for a business development professional

• You will be responsible for targeting large wealth managers, distributors and family offices with SEI’s suite of asset management capabilities

• You will focus on developing business relationships with new clients

• You will have an enterprise-first mindset and the ability to cross sell a range of SEI services

• You will build on SEI’s reputation in the UK market

• You will have the ability to open and develop new client relationships and distribution channels

Responsibilities:

• Initiate and develop asset management relationships with large UK wealth managers, distributors and family offices

• Achieve new business asset and revenue targets

• Create, manage and execute territory go to market and sales plans

• Deliver high levels of activity to achieve goals

• Clearly and effectively present SEI investment and business proposition

• Evaluate and recommend improvements to support growth

• Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities

• Effectively work with asset management Solutions and Marketing teams

• Keep current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication of these with clients where appropriate

• Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe

• Familiarise yourself with Financial Promotions regulations and ensure that all financial promotions materials used have gone through the appropriate compliance approval processes (as a second line of defence with the individual representing the first line through close knowledge of the financial promotions requirements)

• Any other ad-hoc projects as required

• All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of  applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.

What we need from you:

• You will have a strong existing network with family offices and a track record of winning new business

• You will have an appetite and passion for business development and relationship management

• A buyer centric mindset and strong desire to initiate new business relationships

• Willingness to build on IFA and wealth management industry and, investment management acumen

• Excellent presentation, communication, time management, and organizational skills are required, along with the ability to work independently and as part of a team

Regulatory Categories

SMCR - Certified

• This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. This role will perform the following certified functions:

  • Certification - Client Dealing - CD0 Meeting with Clients

  • Certification - Cert Manager

MiFID II - Staff giving information about investment products, investment services or ancillary services

• It is essential that you hold or are working towards one of the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.

  • IMC

  • Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or
    Relevant Masters/MBA

  • CFA, ACA, ACCA, IAQ

  • FIA (Fellow of the Faculty & Institute of Actuaries)

What we would like from you:

• You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives

• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.  Please see our website for more information.  https://www.seic.com/

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves.  Come build your brave future at SEI. 

SEI is an Equal Opportunity Employer and so much more…

After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).