UK Institutional Sales Director

  • Competitive basic + sales commission + benefits
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • SEI Investments (Europe) Ltd.
  • 16 Jul 18 2018-07-16

SEI are looking to build and expand our Fiduciary Management business in the UK so are now looking for a proven Sales Director. As one of the leading Fiduciary Management / Outsourced Chief Investment Officer (OCIO) providers with a reputation for innovation, we will look to you to make a real impact on increasing assets under management through promoting our industry-leading solution to potential clients and key intermediaries.

Key Objectives:
› Increase assets under management by establishing and building new opportunities for SEI’s suite of Fiduciary Management solutions within the UK market to institutional investors.
› Contribute to the development of SEI on a strategic level in terms of development of relationships, solutions and process both internally and externally that relate to new business development within Fiduciary Management and any new initiatives of the Institutional business.

What you'll do:
› Work with the Team Leader to achieve and deliver on sales targets and objectives.
› Engage target prospective clients and pursue new business development opportunities within a defined sales territory
› Build relationships and lead prospective client Trustees and executives through a consultative sales process.
› Identifying the most appropriate SEI solution to meet each client’s objectives, as well profiling the suspect and prospect universe to focus on the highest probability buyers. SEI’s solutions for institutional investors comprise full fiduciary management services including a comprehensive suite of investment solutions delivered through our open architecture investment platform (including the ability to manage customised asset class “sleeves” or components of the clients overall investment strategy)
› Work with the lead generation and marketing teams to raise SEI’s profile with relevant investment consultants and professional trustees.
› Work with the Client Investment Strategies team and the marketing and solutions teams to develop and enhance materials for use in the sales process
› Qualify opportunities to ensure tight alignment with SEI’s global sales strategy.
› Attend networking and industry events in the pursuit of new business development opportunities. Sometimes this may involve representing SEI by presenting at these events.
› Provide timely and up to date prospecting information such as call reports, presentations, business proposals and contract agreements via our sales tracking technology.
› Ensure smooth transition of the prospect relationship to the relationship team once the contracted relationship has been finalised.
› Liaise with other business units internally (marketing, solutions and relationship managers) to ensure client needs are met and to contribute to developing solutions and products that will ensure SEI remain leading edge.
› Proactively maintain/develop good knowledge of industry trends, market forces, regulatory changes and macro-economic forces impacting SEI’s target market in the UK         

What you'll bring to the table:
› Ability to demonstrate experience of influencing senior executives and Trustees within prospect organisations. Proven ability and track record in maintaining a high level of activity to meet aggressive sales targets.
› Proven success in managing and closing complex and high value investment management arrangements.
› Established and demonstrable experience in working with and marketing to UK institutional investors.
› Existing relationships with UK institutional investors would be an advantage.
› Demonstrated success developing and managing relationships with Pension Trustees and Company Executives.
› A strong technical knowledge of pension finance and investments.
› Demonstrated success networking and developing new relationships and various other prospecting techniques within a consultative sales process.
› The ability to pick up in-depth knowledge of SEI products and services/technical financial information and effectively communicate that to relevant clients/audiences.
› Outstanding communication, interpersonal and presentation skills both verbal and non-verbal.
› Strong work ethic and committed to success.
› Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily.
› CFA designation is a plus.

SEI is an equal opportunities employer

About SEI
Now in its 50th year of business, SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of December 31, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $861 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration. For more information, visit