SEI Investments is a global asset management firm with over $410 billion in assets under management as of March 31, 2023.

There is an immediate opening for a highly motivated, results and detail oriented OCIO Regional Director of Sales for our North American Institutional team.

The role will be a part of the Institutional Sales team and report directly to the Head of North American Sales.

There is flexibility in the location for the role with Chicago, IL and Oaks, PA (corporate headquarters) as primary options.

The role will require an individual to be collaborative in working with teams across the following areas internally at

SEI:
business development, client service, strategic advice, marketing and investment management.

Primary responsibilities include cultivating relationships with institutional asset owners, identifying prospective clients in which SEI would be a good business partner, understanding the OCIO competitive landscape, and developing an overall sales strategy based on a prospect's unique circumstances.

Strong analytical and board presentation skills are necessary for the candidate to be successful.

Qualified candidates should have a record of accomplishment and demonstrated ability to communicate complex public and private investment concepts to a variety investor types.

SEI's Institutional Group is one of the first and largest global providers of integrated investment solutions to corporate plan sponsors, endowments & foundations, unions, governments, and healthcare entities

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.

What you will do:

Manage entire sales process from prospect identification through on-boarding of a new client

Develop strategy with a clear understanding of the prospective institutional client's organizational needs, including; typical cash flow, liquidity requirements and risk tolerance.

Analyze information and synthesize data to develop a message, a point of view and a recommendation on sales strategy

Work across functional teams to grow SEI's Institutional OCIO business; including collaboration with SEI's Investment Management Unit, Institutional Marketing, Institutional Advice, and Institutional Client Management Teams

Present to prospective clients with SEI team members in a boardroom setting

Provide leadership and bring innovative ideas to assist SEI in evolving our OCIO business relative to the competitive landscape

Identify differentiating investment and non-investment practices to enhance SEI's OCIO offering

What we need from you:

Desire to contribute to the growth of SEI's Institutional OCIO business

Minimum of 7 years of experience in investment management industry

Bachelor's degree in Business, Finance, Economics or in a related field

Deep understanding of the institutional investor market place and SEI's investment process

Strong leadership skills with the ability to think strategically and creatively

Critical business skills including excellent communication (written and verbal), cross-selling, customer negotiation, problem solving, presentation and project management skills

Demonstrated track record of providing advice on investment policy, strategic asset allocation, risk management, asset class structure and implementation for both traditional and non-traditional investments

Strong understanding of illiquid investment strategies on both a stand along basis and in the context of a client's overall asset allocation

Knowledge of the evolving responsible investing landscape including; DEI, ESG, SRI and Impact Investing

Travel will be required and could vary between 40-60%

What we would like from you:

Self-starter comfortable working in a dynamic environment

Diversity of thought and respect of all peers

Excellent communication, presentation and influencing skills

Proven ability to manage multiple agendas and achieve results

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

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 in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.

Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.

At SEI, we're (literally) invested in your success.

We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and 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.

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