RIA Channel Growth Director Client Acquisition & Strategy
SEI Investments
A leading investment firm is seeking a Business Development Director in Oaks, Pennsylvania. This role involves managing client relationships, leading business development initiatives, and driving growth within the SEC-registered RIA channel. The ideal candidate will have at least 7 years of experience in financial services sales, a relevant Bachelor's degree, and strong consultative sales skills. This position may require up to 70% travel and offers comprehensive employee benefits, including paid volunteer days and education assistance. #J-18808-Ljbffr SEI Investments
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the RIA Channel Growth Director Client Acquisition & Strategy in Oaks, PA vacancy
- 041 SEI Investments Management Corporation is seeking a Business Development Director to lead client acquisition and onboarding for SEC-registered RIAs. The role encompasses business growth and territory management, requiring a minimum of 7 years in financial services...Suggested
- SEI is looking for an Investment Specialist based in Pennsylvania to join the SEI Access Team. This role focuses on advisor acquisition, satisfaction, and allocations of alternative investment products on the Marketplace. The Investment Specialist will communicate with...Suggested
- ...digital marketing campaigns across various channels, including email marketing, social... ...development and implementation of paid media strategies as part of the broader marketing mix,... ...as website conversion rates, Cost Per Acquisition (CPA), and Return on Ad Spend (ROAS),...Suggested
Bentley
Exton, PA6 days ago - CSL Plasma Inc. is seeking a Senior Director of Strategy and Corporate Development based in King of Prussia, Pennsylvania. The role involves leading enterprise-wide strategic projects, managing corporate development initiatives such as M&A, and building relationships with...Suggested
$25 - $38.46 per hour
...in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... ...in-person meetings– focusing on client acquisition and deepening the relationship of current... ...managing their finances, including investment strategies, retirement planning, and tax...SuggestedHourly payWork experience placementFlexible hoursDay shiftKey Bank
Exton, PA5 days ago$20.67 - $31.25 per hour
...KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover... ...business partners – focusing on client acquisition and deepening the relationship of... ...understand their needs, and developing strategies to convert them into long-term clients....Hourly payWork experience placementDay shiftKeyCorp
Lansdale, PA5 days ago$60k
...motivated, process-driven Luxury Timepiece Acquisition Specialist to strengthen and grow our... ...timepieces while delivering a world-class client experience. Join us as we continue to... ...with current inventory needs and sales strategy Stay current on watch market pricing,...Work at officeRemote workPrecision Watches
North Wales, PA6 days ago- ...inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead management... ...from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to ecosystem...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Bryn Mawr, PA6 days ago $85k - $100k
Alera Group is seeking a Personal Risk Management Specialist to join our Property & Casualty team. This role supports risk strategies and client service excellence in a hybrid work model. Candidates must have at least 3 years of experience in a client-facing insurance role...$25 - $38.46 per hour
Licensed Private Client Banker page is loaded## Licensed Private Client Bankerlocations... ...in-person meetings- focusing on client acquisition and deepening the relationship of current... ...managing their finances, including investment strategies, retirement planning, and tax...Hourly payWork experience placementDay shift- ...estate investment firm is expanding its Acquisitions team and is looking to add talent. This... ..., this team is involved in financing strategies across portfolios and asset classes globally... ...Exceptional total reward package Growth path: firm continues to expand across asset...
- ...modernization initiatives. Design and help implement data architectures, workflows, and controls to support scalable investment data acquisition, transformation, and consumption. Work with internal technology teams and third party vendors to integrate new data sources,...Work at office3 days per week
SEI Investments
Oaks, PA2 days ago $100k
...it's about people, trust, and helping clients make confident decisions for the future... ...including retirement, estate, tax-efficient strategies, trust services, and business... ...partners to drive referrals and new client acquisition. Partner with commercial bankers to...Temporary workUnivest
King of Prussia, PA6 days ago$90k - $120k
...that matter for our colleagues, clients, and communities. The RFP... ...to drive impactful marketing strategies across employer health... ...marketing process, including: data acquisition, request for proposal (RFP)... ...support the establishment and growth of the centralized marketing...Work at officeFlexible hoursMercer France
Conshohocken, PA5 days ago$61k - $119k
...business where you can help your clients achieve their goals through... ...-building, and development strategies you need to be successful in... ...plans—including investments for growth, insurance for protection,... ...experts, learn the art of client acquisition to drive longevity in the...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
King of Prussia, PA5 days ago- ...business is expanding its Client Team. The Business Development Director will lead new firm acquisition, onboarding, and... ...for SEC‑registered RIAs, driving growth of assets and... ...relationships in the RIA channel. Responsibilities... ...execute territory strategy. Lead and mentor a...
041 SEI Investments Management Corporation
Oaks, PA2 days ago $182k - $222k
...0 years of biopharmaceutical marketing experience and strong strategic abilities. Responsibilities include leading speaker bureau strategy and collaborating with cross-functional teams. Located in Conshohocken, this hybrid role allows work flexibility with important travel...Work at officeMadrigal
Conshohocken, PA2 days ago$19.23 - $28.37 per hour
...'s split their time between client servicing and transaction support... ...- focusing on client acquisition and deepening the relationship... ...utilizing available access channels (e.g., ATM, Online, and Telephone... ..., and tailored financial strategies.* Knowledge of various...Hourly payWork experience placementWork at officeDay shift$131.5k - $303.2k
...Hispanic Alliance for Career Enhancement is seeking an Executive Director for Aetna's health benefits business. This position is crucial for strategy, performance, and growth of integrated Medicare-Medicaid plans in the Northeast Territory. The ideal candidate has extensive...Hispanic Alliance for Career Enhancement
Blue Bell, PA2 days ago- ...indicators (KPIs) such as rental and NOI growth, expense ratios, and debt service... ...underperformance and implement corrective strategies. Cash Flow Analysis: Develop and update... ...optimize cash flows and distributions. Post Acquisition Analysis: Implement a proactive, process...Temporary workWork at officeFlexible hours
Berger Communities
Wayne, PA2 days ago - A prominent investment firm located in Oaks, Pennsylvania is seeking an Investment Specialist to support advisor acquisition and drive allocations in alternative investment products. This role involves developing relationships with advisors and fund managers while educating...
- ...A leading engineering firm seeks a Project Director to serve as the DelDOT Client Service Leader in King of Prussia. This role involves managing all aspects of large-scale projects, building client relationships, and ensuring project delivery. The ideal candidate has...Visa sponsorship
HNTB
King of Prussia, PA3 days ago - ...ownership and asset managers on mitigation strategies Helping position URI before large... ...have a direct connection to revenue and client impact This is a fit if you : Come... ...with a company that values relationships, growth, and making a difference, apply today!...Full time
Unlimited Restoration, Inc.
Norristown, PA6 days ago - Senior Director, Strategy and Corporate Development Responsibilities and Accountabilities Strategic Project Lead key enterprise‑wide strategic... ...executives, shaping decisions on corporate priorities and growth investments. Manage, coach, and develop high‑performing team...Work at officeLocal area
- ...believe in driving growth through change.... ...is growing the Client Team to... ...Business Development Director to join the... ...Investment Adviser (RIA) business’ new... ...for new firm acquisition, onboarding, and... ...in the RIA channel of SEI’s Wealth... ...drive territory strategy planning and growth...
- ...WSFS Bank is looking for an SVP, Director of Home Lending to lead the Home Lending organization, overseeing mortgage origination and service... ...services, strong leadership skills, and the ability to drive growth and process optimization. A robust benefits package is included...
WSFS Bank
Bryn Mawr, PA2 days ago - ...processes that monitor participant's trading activity, market positions, margins, trends and behaviors. Develop processes and strategies to highlight notable or abnormal market participation positions or trends with a process for communication within and across the...
PJM Interconnection
Norristown, PA5 days ago - At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort... ...execution of comprehensive and integrated product marketing strategies that align with business objectives. Identify market opportunities...Flexible hours
- ...26 Job Description Join a well-funded, high-growth organization backed by private equity investment. Our client is rapidly expanding their market footprint through a dual strategy of organic scaling and targeted acquisitions. This dynamic environment offers substantial...Remote work1 day per week
Gateway Search Associates Inc
King of Prussia, PA2 days ago - ...analysis to support contract negotiations and ensure optimal sourcing strategies across all managed service categories Essential Duties &... ...the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled...Contract work
USM
Norristown, PA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RIA Channel Growth Director Client Acquisition & Strategy. Be the first to apply!
