The Investment Manager Services Division (IMS) is looking for a Technical Sales Representative responsible for activities related to IMS sales initiatives including Demo Platform Maintenance, Cost Model and Proposal Support, RFP Support, while Meeting Strategy and Coordination with operational groups.
What you’ll do:

• As a Technical Sales Rep, you will work collaboratively in a team-based environment to support IMS sales across multiple segments.
• You will be working closely with New Business teams and their prospective clients to assess their current and future business needs and match them to SEI’s offerings.
• You will maintain a current understanding of IMS platform services and future roadmap and articulate the most up-to-date information to both internal and external constituents.
• You will perform IMS Platform sales demonstrations, with ability to drill deep in multiple subject areas.
• You will alternately lead and support Business Discovery engagements with prospects and existing clients, including interviews, written persuasive documentation, and presentations.
• You will support RFP fulfillment with the ability to perform necessary due diligence and research to ensure accuracy and timeliness.
• You will provide market requirement detail to IMS Platform Solutions and Services teams.
• You will maintain and develop deep understanding of SEI offerings, providing education and updates to the IMS sales team.
• You will participate in other market unit initiatives and projects.

What you bring to the table:

• BA / BS degree or the equivalent in work experience.
• Preferred five (5) years investment processing, wealth management and investments knowledge.
• Preferred five (5) years’ experience in sales as a product or technical specialist.
• IMS or SEI Wealth Platform experience, although not mandatory, would be highly valued.
• Excellent organizational and analytical skills.
• Excellent presentation skills.
• This position will require overnight travel up to 50% at peak times.

What we would like from you:

• Extreme enthusiasm for data and data-driven applications and interfaces.
• Curiosity, critical thinking and attention to detail. Solutions-oriented with strong problem solving skills.
• The self-motivation, organization and drive to manage and deliver on the product roadmap in a timely manner without sacrificing quality.
• Excellent communication skills, both written and verbal.
• Adaptability and flexibility, ability to work in a fast-paced and constantly changing environment.
• A drive to broaden one’s knowledge of and exposure to technology.
• Ability to collaborate with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
• Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
• 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 energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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 in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.