Business Development Director-Wealth & IFA @ SEI

Business & Strategy (1)

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to initiate asset management partnerships with Wealth Managers and Financial Advisers in the South of UK. 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.

You will receive:

An opportunity to advance your career with a leading Global investment manager.
An opening to promote innovative solutions proven to meet the needs of our target audience and drive further adoption of SEI’s asset management services.
A defined territory with a substantial panel of prospective wealth and advisory firms.
Dedicated marketing support to drive pipeline growth.
Flexibility to design, build and manage custom asset management programmes to meet specific needs of target market.
A competitive compensation package, comprehensive benefits and flexible working arrangements.

What you will do:

You will develop your existing relationships and initiate new ones, with business and investment leaders within Wealth Managers and Advisory Firms across the south of the UK.
Lead prospective clients through the buying journey to engage SEI as their strategic asset management partner.
Systematically qualify and nurture your panel to build and develop a strong pipeline of new business opportunities.
Working in collaboration with other business areas (investment management unit, marketing, solutions, compliance, strategic accounts) you then will co-manufacture investment management business propositions with your new strategic partner.

Responsibilities:

Develop and maintain a strong prospect list for new business
Achieve net new asset targets through the conversion of identified prospects into client
Deliver high levels of in the field activity to achieve new asset goals
Clearly and effectively present SEI investment and business proposition
Evaluate and recommend improvements to support the growth of the business line
Maintain working knowledge of asset management solutions and broader SEI capabilities
Create, manage and execute a sales plan
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

What we need from you:

You will have an appetite and passion for new business development
A strong experience of a ‘solution sell’
Understanding of asset management products and solutions and, the wealth management and financial advice industry
Superior presentation and communications skills are pre-requisite (both written and verbal) as are outstanding time management and organisational skills along with the ability to work independently as well as within 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

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:

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).

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

Business Development Director-Wealth & IFA

Asset Management Distribution

SEI

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