Full-Time

Professional Services

Sales Executive, Technology and Business Process Services

Posted on 5/9/2026

SEI

SEI

1,001-5,000 employees

Financial technology, operations, and asset management.

No salary listed

London, UK

Hybrid

Hybrid working environment; UK office between City of London and Shoreditch.

Category
Sales & Account Management (1)
Required Skills
Sales
Lead Generation
Salesforce
Requirements
  • Demonstrable experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
  • Proven track record of successful proactive lead generation and sales experience.
  • Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
  • Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
  • Outstanding time-management and organizational skills, with a track record of exceeding expectations.
  • Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
  • Experience with IT and Business Process Services, Cloud native technology, CRM systems (Salesforce or equivalent).
  • Experience with digital transformation, platform migration. IT consulting services, selling business process services in wealth management preferred.
  • Bachelor’s degree in Business, Finance, Economics (or Equivalent), or related field preferred.
  • This position may require travel to industry conferences, networking events, prospects or client sites.
  • Regulatory Requirements: SMCR Category, 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.
Responsibilities
  • Work in collaboration with Professional Services consultants and Platform sales to drive territory growth through lead generation activities across the UK and other targeted regions (within EMEA).
  • Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
  • Lead the sales process from initial contact through contract negotiation and closing.
  • Respond to sales-related inquiries from a dedicated subset of existing clients.
  • Master SEI’s Professional Services portfolio and educate prospective clients on its service offerings.
  • Maintain accurate records of interactions and pipeline status in CRM.
  • Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
  • Pipeline Contribution: £11M and more annually
  • Track market trends and competitor offerings to inform business development strategies.
  • Represent SEI at industry conferences, webinars, and client meetings.
  • All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding ofapplicable 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.
Desired Qualifications
  • Self-motivated, results-driven, and able to work independently and as part of a team.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

SEI is a global provider of financial technology, operations, and asset management services. Its products and services help financial institutions and other clients deploy capital—whether that capital is money, time, or talent—more effectively, supported by a technology-driven platform and outsourced operations. SEI combines software tools, processing capabilities, and asset management services to customize solutions for each client, managing or advising on about $1.6 trillion in assets as of the end of 2024. Its differences lie in offering an integrated suite that blends fintech, back‑office operations, and asset management at scale, enabling clients to streamline workflows, improve governance, and expand growth objectives. SEI’s goal is to help clients optimize their capital deployment to serve their customers better and achieve their financial objectives.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Upper Providence Township, Pennsylvania

Founded

1968

Simplify Jobs

Simplify's Take

What believers are saying

  • Consensus price target of $105.83 implies 32.6% upside from current $79.79 valuation.
  • Q3 2025 EPS beat of $1.30 versus $1.25 consensus demonstrates consistent earnings outperformance.
  • Robust 2026 earnings growth expected; U.S. growth leadership and AI infrastructure investment drive client demand.

What critics are saying

  • Executive Chairman sold $6.7M in stock, signaling insider concern about near-term valuation.
  • Q1 2026 earnings due April 22 risk missing $1.35 consensus amid quiet market conditions.
  • Custody partnerships cannibalize higher-margin advisory services, pressuring profitability and revenue mix.

What makes SEI unique

  • SEI Access for CITs launched April 14, 2026, automating onboarding and reducing cycle times.
  • Expanded alternative investments platform with KKR access differentiates from traditional wealth management competitors.
  • Strategic partnerships with Huntington National Bank and Knights of Columbus strengthen enterprise custody positioning.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at SEI who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Flexible Work Hours

Hybrid Work Options

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Paid Parental Leave

Family Planning Benefits

Fertility Treatment Support

Professional Development Budget

Tuition Reimbursement

Wellness Program

Mental Health Support

Commuter Benefits

Phone/Internet Stipend

Home Office Stipend

Employee Referral Bonus

Paid Volunteer Days

Education Assistance

Back-up Childcare Arrangements

Discounted Stock Purchase Plan

Company News

Yahoo Finance
Mar 1st, 2026
SEI Investments partners with Pravati Capital to offer litigation finance via SEI Access platform

SEI Investments Company has partnered with Pravati Capital, one of the oldest litigation finance firms in the US, to offer litigation finance as an alternative investment through the SEI Access platform. The partnership, announced on 25 February, aims to modernise access to litigation finance for wealth managers through an integrated marketplace. The deal comes amid notable insider trading activity at the Pennsylvania-based company. CEO Ryan Hicke sold 80,000 shares on 2 February, whilst managing director Mark Andrew Warner offloaded 4,000 shares valued at $326,960 on 26 February. Founded in 1968, SEI Investments is a global provider of technology and investment solutions for the financial services industry.

Yahoo Finance
Jan 29th, 2026
SEI Investments shares rise 2.3% on Q4 revenue beat despite $215.9B AUM miss

SEI Investments shares rose 2.3% after the financial technology provider reported fourth-quarter results that exceeded analyst expectations. The company posted earnings of $1.38 per share on revenue of $607.9 million, representing year-over-year growth of 16% and 9.1% respectively. However, the results were mixed, as Assets Under Management of $215.9 billion fell significantly short of analyst forecasts. AUM is a crucial metric for investment managers as it directly impacts fee-based revenue. Investors focused on the strong revenue and profit performance, which beat Wall Street forecasts. SEI Investments' shares have gained 6.1% year-to-date and are trading near their 52-week high of $93.80. The stock has shown relatively low volatility, with only four moves exceeding 5% over the past year.

Yahoo Finance
Jan 27th, 2026
SEI Investments reports Q4 earnings Wednesday with revenue growth expected to slow to 7.6%

SEI Investments will announce fourth-quarter earnings on Wednesday after market close. Analysts expect revenue of $599.4 million, up 7.6% year on year, and adjusted earnings of $1.35 per share. Last quarter, the financial technology provider reported revenues of $578.5 million, missing analysts' expectations by 0.5% but growing 7.7% year on year. The company has missed Wall Street's revenue estimates three times over the past two years. Analysts have largely reconfirmed their estimates over the last 30 days. Peers Northern Trust and State Street recently reported fourth-quarter results with revenue growth of 9.4% and 7.5%, respectively, both topping expectations. SEI Investments shares have risen 1.6% over the past month, with an average analyst price target of $98.83 compared to the current share price of $85.34.

InvestmentNews
Jul 18th, 2025
SEI taking majority stake in Stratos Wealth Holdings in $527M deal

The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.

Stock Titan
Dec 11th, 2024
SEI Acquires LifeYield for Tax-Smart Tech

SEI (NASDAQ: SEIC) has acquired LifeYield, a Boston-based tax-smart technology provider, to offer the first real-time, automated unified managed household (UMH) capabilities. This acquisition enhances SEI's platform with tax optimization, asset location, and multi-account management, aiming to improve efficiency for advisors and investors. SEI plans to integrate LifeYield's APIs into its Wealth Platform, expanding its tax management solutions. As of Sept. 30, 2024, SEI manages approximately $1.6 trillion in assets.