Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Director: Institutional Sales - Endowments & Foundations

$150k - $200k

SEI Investments

Overview SEI, a leading provider of institutional fiduciary management and OCIO solutions with more than $554 billion in assets under management worldwide, has an opening for a Regional Director of Institutional Sales. This individual will be responsible for selling SEI's OCIO solution to Large Institutional Investors throughout the United States with a particular focus on Endowments and Foundations (E&F), including colleges and universities, independent foundations, and mission-driven nonprofit institutions. This position will report to the Head of the North American Institutional Team and be part of the North American Business Development Team. What You'll Do Develop new institutional relationships in the Endowment and Foundation Market Manage a territory with responsibility for lead generation, follow-up and management of sales activities from introduction to implementation Develop sales strategies and execute collaboratively with other experts on SEI's Institutional Investor team Facilitate and promote teamwork efforts in the achievement of sales goals Become well versed on new products / services and other general information of interest to clients Maintain the sales contact management system on a continuing basis What We Need From You A minimum of five years institutional asset management experience preferred, with direct experience serving Endowments and Foundations Prior sales and/or relationship management experience with demonstrated conceptual sales skills Extensive knowledge of the institutional marketplace and competitive advantages of a fiduciary management / OCIO solution, specifically as applied to the Endowment and Foundation landscape History of meeting with and articulating a value proposition to sophisticated investors, including investment committees, staff investment offices, and boards Demonstrated knowledge of the role OCIO search consultants play in institutional sales processes, including how they influence buyer behavior, evaluation criteria, timelines, and outcomes Prior experience participating in sales processes led by OCIO search consultants Demonstrated ability to successfully manage a consultative sales process Attributes We Value Strong investment background desirable, including working knowledge of asset allocation principles as well as a solid understanding of public and private market investment opportunities commonly utilized by Endowments and Foundations A deep understanding of governance structures, investment committee dynamics, spending policies, and longterm intergenerational objectives Robust understanding of SEI's institutional solution; including SEI's custom solutions by market and open architecture investment implementation Self-starter who is comfortable working in a dynamic environment Ability to work with in a team setting with multiple content experts High energy level, integrity and transparency The base salary pay for this role is $150,000 - $200,000 per year. This position will also be eligible to earn additional incentive compensation each year, subject to company approval. 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. Equal Opportunity Employment 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. 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. #J-18808-Ljbffr SEI

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Director: Institutional Sales - Endowments & Foundations in Oaks, PA vacancy
  • $150k - $200k

     ...A leading investment solutions firm is looking for a Regional Director of Institutional Sales focused on selling OCIO solutions to large institutional investors, particularly endowments and foundations. The role requires a minimum of five years in institutional asset management... 
    Foundation

    SEI Investments

    Oaks, PA
    1 day ago
  • $150k - $200k

     ...leading asset management firm is seeking a Regional Director of Institutional Sales to focus on selling OCIO solutions to Large Institutional...  ...the United States, with a special emphasis on Endowments and Foundations. Applicants should have at least five years of experience... 
    Foundation

    SEI

    Oaks, PA
    3 days ago
  •  ...pharmaceutical, strategy consultancy or financial institution ~ Functional experience in...  ...company (global/regional, marketing, sales, etc) ~ Proven ability to...  ...impact and doing the right thing is the foundation for how, together, we deliver for patients... 
    Foundation
    Local area

    GlaxoSmithKline

    Collegeville, PA
    2 days ago
  • $52.5k

     ...ambitious, hardworking, and high-character candidate to work through a sales apprenticeship program designed to develop you into an elite...  ...positions for our Fortune 500 customers. This will create the foundation for your sales development. As you develop your skills, you... 
    Foundation
    Apprenticeship

    Piper Companies

    Conshohocken, PA
    4 days ago
  • $52.5k

     ...ambitious, hardworking, and high-character candidate to work through a sales apprenticeship program designed to develop you into an elite...  ...positions for our Fortune 500 customers. This will create the foundation for your sales development. • As you develop your skills, you... 
    Foundation
    Apprenticeship
    Traineeship
    Work at office
    Remote work
    Monday to Friday

    Piper Companies

    Conshohocken, PA
    7 hours ago
  •  ...facing role will provide investment consulting services to endowment and foundation clients, requiring strong analytical and communication...  ...charter. This hybrid position offers professional development opportunities in an inclusive culture. #J-18808-Ljbffr CFA Institute
    Foundation

    CFA Institute

    King of Prussia, PA
    4 days ago
  •  ...company. This is a truly exciting opportunity for the role of Director, Specialty Care Global Pricing & Market Access. The vision...  ...patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and... 
    Foundation
    Local area

    GlaxoSmithKline

    Collegeville, PA
    7 hours ago
  •  ...Director of Corporate, Foundation and Government Grants Full Time, Monday through Friday standard business hours with special events and possible...  ..., Foundation and Government Grants to lead and grow institutional philanthropy in support of our mission to empower... 
    Foundation
    Full time
    Monday to Friday
    Weekend work

    KenCrest

    Blue Bell, PA
    3 hours ago
  •  ...The Role Presidio Associate Account Manager, Digital Sales is a full-cycle sales role within Presidio's Digital Sales organization...  ...with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking,... 
    Foundation
    For contractors
    2 days per week
    3 days per week

    Presidio Networked Solutions, LLC

    King of Prussia, PA
    1 day ago
  • $189.75k - $316.25k

     ...Oncology Translational Medicine Integrative Sciences team as the Director of Emerging Diagnostic Technologies. This role will focus on...  ..., leveraging cutting‑edge approaches such as oncology foundational models, real world data, multi‑modal omics data, AI/ML, computational... 
    Foundation
    Local area

    GlaxoSmithKline

    Collegeville, PA
    1 day ago
  • $204k - $340k

     ...systems, providers, and patients. Responsibilities The role of Director, Global Real‑World Evidence & Health Outcomes Research...  ...patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and our... 
    Foundation
    Local area

    GlaxoSmithKline

    Collegeville, PA
    5 days ago
  •  ...dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is...  ...1(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions. The ideal candidate will have a proven... 
    Foundation

    CBIZ

    Conshohocken, PA
    1 day ago
  •  ...focus on what matters most. Our culture of being ambitious for patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and our people. If you require an accommodation or other assistance to... 
    Foundation
    Local area
    Flexible hours
    Shift work

    GlaxoSmithKline

    Collegeville, PA
    2 days ago
  • $51k - $63.8k

    O’Toole Family Endowed Assistant Director of Scholarship Coordination Position Summary: The O’Toole...  ...events in partnership with the Posse Foundation. Coordinate finalist preparation,...  ...s onboarding as a new Evans Scholar institution. Support the student scholars’ experience... 
    Foundation
    Work at office
    Weekend work

    VILLANOVA UNIVERSITY

    Villanova, PA
    2 days ago
  • $138.6k - $231k

     ...focus on what matters most. Our culture of being ambitious for patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and our people. If you require an accommodation or other assistance to... 
    Foundation
    Local area
    2 days per week
    3 days per week

    GlaxoSmithKline

    Collegeville, PA
    3 days ago
  • $284.63k

     ...focus on what matters most. Our culture of being ambitious for patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and our people. If you require an accommodation or other assistance to apply... 
    Foundation
    Local area
    Relocation

    GlaxoSmithKline

    Mont Clare, PA
    3 days ago
  •  ...the communities it serves. To date, Firebirds has donated more than $4 million to Alex's Lemonade Stand Foundation to fund childhood cancer research through the sale of its freshly squeezed lemonade. Firebirds has received numerous national awards, including multiple Trip... 
    Foundation
    Casual work
    Local area
    Shift work

    Firebirds Wood Fired Grill

    Collegeville, PA
    10 days ago
  •  ...employee performance and/or as institutional needs change. Review of...  ...analysis of the College's Foundations, a component unit of the College...  ...across all fund types (endowed, non-endowed and grants) both...  ...Finance Committee and Board of Directors; respond to ad hoc requests... 
    Foundation
    Work at office
    Flexible hours

    Montgomery County Community College

    Blue Bell, PA
    3 days ago
  •  ...patients around the world. The Associate Director, Business Insights & Analytics will play...  ...shape commercial strategies, improve sales force productivity, and optimize targeting...  ...of working together in a supportive way built on our strong foundation of values.... 
    Foundation
    Immediate start
    Worldwide
    3 days per week

    BTG plc

    Conshohocken, PA
    3 days ago
  • $90k - $120k

     ...conveyor solutions—are transforming operations for companies across North America, and we need a strategic HR leader to build the foundation for our next phase of growth. Position Overview As an HR Manager, you’ll be the hands‑on leader who brings our people strategy... 
    Foundation
    Full time

    ISEE Career Solutions, Inc.

    Exton, PA
    4 days ago
  •  ...Outside Sales Representative - Philadelphia, PA (Phoenixville) Piedmont Plastics is the leading independent and privately held distributor...  ...Plastics, we are a family, and believe our people are the foundation of our success. Our company culture is engrained in every facet... 
    Foundation
    Base plus commission
    Currently hiring
    Night shift

    Piedmont Plastics

    Phoenixville, PA
    2 days ago
  • $57.1k

     ...Floorcovering Management & Sales Training Program The Sherwin-Williams Floorcovering Management & Sales Training Program is an accelerated...  ...& development. Leadership Development You'll develop the foundation for what it takes to become a successful leader in our... 
    Foundation
    Full time
    For contractors
    Work experience placement
    Work at office
    Relocation
    Relocation package
    Afternoon shift

    Sherwin-Williams

    Norristown, PA
    4 days ago
  •  ...right level: • Senior Manager ready for broader ownership • Director-level leader seeking meaningful influence inside a growing...  ...reinsurance accounting experience • Strong technical accounting foundation • SEC and STAT reporting exposure • Public accounting... 
    Foundation
    Immediate start

    Kane Partners LLC

    Malvern, PA
    1 day ago
  •  ...Sherwin-Williams Management & Sales Training Program The Sherwin-Williams Management & Sales Training Program is an accelerated,...  ...objectives & development Leadership Development You'll develop the foundation for what it takes to become a successful leader in our... 
    Foundation
    Full time
    Contract work
    For contractors
    Work experience placement
    Local area
    Relocation
    Relocation package
    Afternoon shift

    Sherwin-Williams

    Collegeville, PA
    3 days ago
  •  ...What to Expect Our Associate Sales Managers are seasoned retail leaders with natural charisma. In this role, you will collaborate with the Sales Manager to recruit, train, develop, and manage a dynamic store team, contributing to Tesla's mission of accelerating the... 
    Hourly pay
    Full time
    Temporary work
    Local area
    Relocation
    Flexible hours
    Weekend work
    Afternoon shift

    Tesla

    King of Prussia, PA
    3 days ago
  • ## Senior Director, HR Technology Strategy & Architecture応募locations: Americas, US-PA, King of Prussia, CSL Behring: Americas, US-FL,...  ...compliance.* Establish the architectural and operating model foundations required to scale AI across HR, including AI‐ready knowledge management... 
    Foundation
    Work at office
    Remote work

    CSL Plasma Inc.

    King of Prussia, PA
    5 days ago
  • $24.7 per hour

     ...background is in life sciences, finance, IT, sales or another area, your skills will play...  ...(CRO). We have built upon our foundation of laboratory animal medicine and science...  ...government agencies and hospitals and academic institutions around the world. At Charles River, we... 
    Foundation
    Hourly pay
    Contract work
    Work at office
    Local area
    Worldwide
    Flexible hours

    Charles River Laboratories

    Wayne, PA
    1 day ago
  • $50k - $55k

     ...Come Join The Amada Leadership Team! We are built on a foundation of deeply rooted Latin culture, cooking, and hospitality. As an established...  ...in the restaurant's private dining rooms through direct sales, local marketing, business to business sales and other sales... 
    Foundation
    Base plus commission
    Local area
    Remote work

    SPB Hospitality

    Radnor, PA
    3 days ago
  • $4,500 per month

     ...Sales Manager In Training Ready to join America's fastest-growing home improvement company? At Home Genius Exteriors, we're not...  ...growth environment. 2-Quarter Management Track Quarter 1 Sales Foundation Become a top producer and earn the right to lead. Master our... 
    Foundation
    Full time
    Weekend work

    Home Genius Exteriors

    King of Prussia, PA
    1 day ago
  • $106.54k - $133.17k

    Job Description As a Manager - Technical Sales, you will provide strategic direction and progressive leadership in the assigned technical product category to sales vertical leadership. You will manage a team of project and/or sales specialists that sell technical services... 
    Immediate start
    Worldwide
    Shift work

    Wesco

    King of Prussia, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director: Institutional Sales - Endowments & Foundations. Be the first to apply!