Sales Executive

SEI’s Professional Services team is focused on transforming businesses through tailored, data‑driven strategies and hands‑on execution. The team is seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors. In this role you will present new opportunities across SEI’s Professional Services offerings, including Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design. You will work cross‑functionally with enterprise sales, solution consultants, marketing, and the broader Professional Services organization. Key Responsibilities Collaborate with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions. Make outbound calls to prospective clients to generate interest in SEI’s Professional Services, focusing on technology modernization, operational efficiency, and compliance solutions. 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. Contribute approximately $2.5–3.5 million annually to the pipeline. Required Qualifications Minimum of 8 years of sales experience, 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 verbal, written, and virtual presentation skills. Strong consultative selling skills, able to articulate complex service offerings in client‑centric language. Outstanding time‑management and organizational skills, with a history of exceeding expectations. Ability to thrive in a fast‑paced environment, work both within a team and independently, and be willing to learn and be mentored. Experience with CRM systems (Salesforce or equivalent). Position requires at least 50% travel for prospect and client engagements. Familiarity with Agile methodology. Experience with digital transformation or platform migration in wealth management preferred. Demonstrated embodiment of SEI values: courage, integrity, collaboration, inclusion, connection, and fun. Benefits Comprehensive health, dental, vision, and prescription coverage, wellness programs, Employee Assistance Program (EAP), and Flexible Spending Account (FSA). Life and disability insurance with premium coverage. 401(k) matching. Education assistance and tuition reimbursement. Commuter benefits. Paid holidays (up to 11 per year), paid time off (21 days per year pro‑rated for new hires, increasing over time). Paid parental leave and backup childcare arrangements. Paid volunteer days. Discounted stock purchase plan. Investment options and access to employee network programs. SEI is an equal‑opportunity employer. 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. #J-18808-Ljbffr