Senior Specialist, Technical Sales – Wealth Management Services

Job description

The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors to manage evolving needs, operate seamlessly in global markets, and drive efficiency throughout their wealth management business. As a SEI Wealth Platform Solutions Consulting Team Member you will work closely with the SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK. The team is responsible for supporting multiple SEI Wealth Platform sales agendas in the UK across all client segments. Working closely with the UK Global Sales Team and the SWP Solutions Team, the Solutions Consulting Team plays a critical role in converting market prospects into platform clients, spanning the sales process from first call to discovery, proposal, and ultimately contracting. The target audience for SEI’s Investment Processing Solution is the largest Global Bank Wealth Departments, Independent Financial Advisors, and other related Wealth Management intermediaries. You will fill a market facing role and must be comfortable in presentation settings with an ability to react to prospect questions and concerns. A background in the wealth management industry with an understanding of how these intermediary businesses operate is important. What you’ll do: You will be responsible for participating in technical sales activities related to Wealth Management Services’ SEI Wealth Platform sales initiatives, including: Working collaboratively in a distributed, team-based environment to support the SEI Wealth Platform sales across multiple segments Working closely with the Global Sales Team and their prospective clients to assess their current and future business needs and match them to SEI’s offerings Maintaining a current understanding of the SEI Wealth Platform services and future roadmap and articulate the most up-to-date information to both internal and external constituents Performing SEI Wealth Platform sales demonstrations, ensuring demonstration environments are maintained in a reliable, client-ready state, with ability to drill deep in multiple subject areas including front-end tools and back-end processes Alternately leading and supporting Business Discovery engagements with prospects and existing clients, including interviews, written persuasive documentation, and presentations Building and maintaining relationships with industry consultants, influencers, and subject matter experts to strengthen market insight and support sales and positioning of SEI’s offerings Supporting Request for Proposal (RFP) fulfilment with the ability to perform necessary due diligence and research to ensure accuracy and timeliness Providing market requirement detail to SEI Wealth Platform Solutions, Product, and Services teams Maintaining and developing a deep understanding of SEI’s offerings, providing education and updates to the Wealth Management Services’ Sales Team All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training. What we need from you: A strong understanding of Wealth Management / Private Banking with particular focus on front to back office and investment management requirements Excellent presentation and written communication skills; being comfortable with and enjoying being in a client-facing role Excellent organisational and analytical skills SEI Wealth Platform experience Degree (or equivalent experience or studies) What we would like from you: Ability to work independently and with others in an effective and professional manner Happy to and thrives working in an open environment Self-motivated, pro-active and logical; you will have a can do attitude SEI’s competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about. 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. SEI is an Equal Opportunity Employer and so much more… After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit. SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713). 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 .