Business Development Director - UK Institutional, Asset Management

SEI Investments Company; London; On-site; GBP 60,000 - 100,000; Full time

Job description

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI.

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

What you will do:

The role represents an excellent opportunity for a business development professional.

1. You will be responsible for leading and growing SEI’s UK Asset Management footprint with Family Offices.
2. You will focus on developing business relationships with new clients.
3. You will have an enterprise-first mindset and the ability to cross sell a range of SEI services.
4. You will build on SEI’s reputation in the UK market.
5. You will have the ability to open and develop new client relationships and distribution channels.

Responsibilities:

1. Initiate and develop asset management relationships with Family Offices.
2. Achieve new business asset and revenue targets.
3. Create, manage and execute territory go to market and sales plans.
4. Deliver high levels of activity to achieve goals.
5. Clearly and effectively present SEI investment and business proposition.
6. Evaluate and recommend improvements to support growth.
7. Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities.
8. Effectively work with asset management Solutions and Marketing teams.
9. Keep current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication of these with clients where appropriate.
10. Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe.
11. Familiarise yourself with Financial Promotions regulations and ensure that all financial promotions materials used have gone through the appropriate compliance approval processes.
12. Any other ad-hoc projects as required.
13. All SIEL employees are responsible for the identification, assessment and control of risks and risk events.

What we need from you:

1. You will have a strong existing network with family offices and a track record of winning new business.
2. You will have an appetite and passion for business development and relationship management.
3. A buyer centric mindset and strong desire to initiate new business relationships.
4. Willingness to build on IFA and wealth management industry and investment management acumen.
5. Excellent presentation, communication, time management, and organizational skills are required, along with the ability to work independently and as part of a team.

Regulatory Categories

SMCR - Certified
This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. This role will perform the following certified functions:

1. Certification - Client Dealing - CD0 Meeting with Clients.
2. Certification - Cert Manager.

MiFID II - Staff giving information about investment products, investment services or ancillary services
It is essential that you hold or are working towards the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.

1. IMC.
2. Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters/MBA.
3. CFA, ACA, ACCA, IAQ.
4. FIA (Fellow of the Faculty & Institute of Actuaries).

What we would like from you:

1. You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives.
2. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

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. We recognize 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 twice a week.

SEI Investments (Europe) Limited (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).