What are the responsibilities and job description for the Enterprise RIA Leader position at SEI1GLOBAL?
SEI's Asset Management Unit is launching a new dedicated Enterprise Registered Investment Adviser (RIA) Sales & Experience Team designed to accelerate existing business growth in the upper-level RIA market- >$5 Billion.
To support this launch, SEI has an immediate opening for a leader for this Enterprise RIA (ERIA) Relationship Development for our national strategy, go-to-market business planning and growth in the Enterprise-affiliated channel of the advisor market.
This role reports to the Head of Asset Management and will lead cross-functional engagement across the Business Development, Technology and Service organizations of the business responsible for shaping segment growth goals and overseeing achievement of those goals as a key contributor to SEI’s market footprint. They will both manage and oversee implementation and onboarding, and refine the go-to-market process for client and prospective-client experience as the champion for the overall deployment of SEI’s solutions across our entire ecosystem which consists of:
Custody
Wealth Tech
Investment Management
Alternatives
UMH/UMA
What you will do:
Drive transformative partnerships with Enterprise RIA firms: Become the indispensable partner to Enterprise RIA firms by delivering deep expertise as a result of understanding, navigating, driving, and commercializing within the dynamic Enterprise RIA landscape.
Strategically expand the awareness and footprint of SEI in the segment by establishing, nurturing and growing executive-level partnerships with Centers-of-Influence key to organizational success.
Lead the development and execution efforts to drive the values and vision of SEI, beginning with a client first commitment.
Continue to evolve our ecosystem, capabilities, and service delivery to meet the future needs of the most scaled firms within the RIA market.
What we need from you:
Senior client-facing (10 ) years of industry experience required; relationship management, sales experience and/or strategic business development experience preferred.
BA/BS degree required.
NASD series 7, 63 and 65 securities licenses (or 66) required.
Proven success in leading a business development and client experience organization—particularly in both strategic planning and consultative relationship management —with exceptional leadership, organizational culture and coaching skills, plus a track record of exceeding goals.
Significant network of contacts and relationships with upper market Enterprise RIA firms.
Experience and understanding of requirements of third-party distribution platform providers within the Financial Advisor industry. Significant relationships with these partners.
Executive-level communicator (in the written, verbal and presentation forms) and direct experience in working with executive-level professionals.
Established success in leading a team and both recruiting and developing talent, with a keen passion for employee engagement and growth.
Track record of innovation and cross-functional collaboration. This position includes strategy management and execution, and up to 40% travel potential
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 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.
To support this launch, SEI has an immediate opening for a leader for this Enterprise RIA (ERIA) Relationship Development for our national strategy, go-to-market business planning and growth in the Enterprise-affiliated channel of the advisor market.
This role reports to the Head of Asset Management and will lead cross-functional engagement across the Business Development, Technology and Service organizations of the business responsible for shaping segment growth goals and overseeing achievement of those goals as a key contributor to SEI’s market footprint. They will both manage and oversee implementation and onboarding, and refine the go-to-market process for client and prospective-client experience as the champion for the overall deployment of SEI’s solutions across our entire ecosystem which consists of:
Custody
Wealth Tech
Investment Management
Alternatives
UMH/UMA
What you will do:
Drive transformative partnerships with Enterprise RIA firms: Become the indispensable partner to Enterprise RIA firms by delivering deep expertise as a result of understanding, navigating, driving, and commercializing within the dynamic Enterprise RIA landscape.
Strategically expand the awareness and footprint of SEI in the segment by establishing, nurturing and growing executive-level partnerships with Centers-of-Influence key to organizational success.
Lead the development and execution efforts to drive the values and vision of SEI, beginning with a client first commitment.
Continue to evolve our ecosystem, capabilities, and service delivery to meet the future needs of the most scaled firms within the RIA market.
What we need from you:
Senior client-facing (10 ) years of industry experience required; relationship management, sales experience and/or strategic business development experience preferred.
BA/BS degree required.
NASD series 7, 63 and 65 securities licenses (or 66) required.
Proven success in leading a business development and client experience organization—particularly in both strategic planning and consultative relationship management —with exceptional leadership, organizational culture and coaching skills, plus a track record of exceeding goals.
Significant network of contacts and relationships with upper market Enterprise RIA firms.
Experience and understanding of requirements of third-party distribution platform providers within the Financial Advisor industry. Significant relationships with these partners.
Executive-level communicator (in the written, verbal and presentation forms) and direct experience in working with executive-level professionals.
Established success in leading a team and both recruiting and developing talent, with a keen passion for employee engagement and growth.
Track record of innovation and cross-functional collaboration. This position includes strategy management and execution, and up to 40% travel potential
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 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.
