The SEI Professional Services team is looking for a Sales Executive to drive new client engagement across the banking, wealth management, and asset management sectors, presenting opportunities across our Professional Services portfolio including Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, Application Development & Design, and Business Process Services.
Responsibilities
* Work collaboratively with Professional Services consultants and Platform sales to drive territory growth through lead generation activities across the UK and other targeted regions within EMEA.
* Develop and maintain a pipeline of qualified prospects through networking, outbound campaigns, and industry events.
* Lead the sales process from initial contact through contract negotiation and closing.
* 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.
* Track market trends and competitor offerings to inform business development strategies.
* Represent SEI at industry conferences, webinars, and client meetings.
* Contribute at least £11M to the pipeline annually.
* Adhere to SEI’s risk management policies and complete required training.
Qualifications
* Demonstrable 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 execution.
* Excellent communication skills across face‑to‑face, virtual presentations, phone, email, and social media.
* Strong consultative selling skills, able to articulate complex service offerings in client‑centric language.
* Outstanding time‑management and organizational skills, consistently exceeding expectations.
* Ability to thrive in a fast‑paced environment, working independently and as part of a team.
* Experience with IT and Business Process Services, Cloud‑native technology, and CRM systems (Salesforce or equivalent).
* Experience with digital transformation, platform migration, and selling business process services in wealth management preferred.
* Bachelor’s degree in Business, Finance, Economics or related field, or equivalent.
* Travel for industry conferences, networking events, prospects or client sites may be required.
Regulatory Requirements
This role is subject to the Senior Manager & Certification Regime (SMCR) rules set by the FCA.
What we would like from you
* Self‑motivated, results‑driven, able to work independently and as part of a team.
* Embodies SEI values: courage, integrity, collaboration, inclusion, connection and fun.
Benefits
We offer a comprehensive range of benefits including mental and physical well‑being support, a strong pension plan, tuition reimbursement, hybrid working, and a work‑life balance that allows you to recharge and be present for those who matter.
Equal Opportunity Employer
SEI is an Equal Opportunity Employer.
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