The role
We are seeking an accomplished, growth-oriented Sales Executive to drive new client engagement and expand SEI Professional Services across priority financial services markets. This is not a transactional product-sales role. It is a strategic business development position centered on executive engagement, consultative discovery, opportunity creation, and the pursuit of complex services-led solutions.
The successful candidate will develop trusted relationships with senior business and technology leaders, translate client priorities into compelling opportunities, and orchestrate the right combination of SEI expertise to deliver meaningful business outcomes. The role works cross-functionally with enterprise sales, solution consultants, marketing, delivery leaders, and the broader Professional Services organization.
Why Join SEI Professional Services?
SEI Professional Services offers the platform, solutions, credibility, and range of capabilities for a high-performing seller to make an outsized impact. You will join a company with a strong position in financial services and wealth management, an established client ecosystem, and a clear opportunity to help clients address high-priority transformation needs.
Sell with the strength of an industry leader delivering innovative financial services solutions and deep customer engagement.
Engage senior leaders on strategic business, technology, data, operating model, and workforce priorities.
Represent a broad, high-demand portfolio that combines advisory insight with hands-on execution.
Collaborate with experienced consultants, solution leaders, subject matter experts, and enterprise sales professionals.
Help shape a growing Professional Services business and directly influence market expansion.
Build a career in a culture that values courage, integrity, collaboration, inclusion, connection, and fun.
About SEI and Professional Services
SEI helps financial institutions, wealth managers, asset managers, and investors navigate business, technology, and operating-model change. Our Professional Services team extends that value through tailored, data-driven strategy and hands-on execution, helping clients modernize technology, improve operations, mobilize specialized talent, and deliver lasting transformation.
Our differentiation is practical and powerful: deep financial services context, broad technology and transformation capabilities, and a commitment to moving from strategy to execution. The Sales Executive will bring that value proposition to market and help expand one of SEI’s strategic growth engines.
Position snapshot
Primary markets: Banking, wealth management, asset management, and FinTech.
Sales motion: Executive-led, consultative, services-based business development.
Geographic focus: United States, United Kingdom, and other targeted regions.
Annual pipeline contribution: Approximately $2.5M–$3.5M.
Travel: At least 50% for prospect and client engagement.
What you will do
Develop and execute strategic territory growth plans that expand SEI Professional Services across banking, wealth management, and adjacent financial services markets.
Create and qualify new opportunities through executive networking, industry engagement, client referrals, strategic prospecting, targeted outbound activity, and partnership development.
Build trusted relationships with C-suite executives, technology leaders, operations leaders, and other senior decision makers.
Lead consultative discovery that connects client business challenges to SEI’s transformation, technology, data, talent, and execution capabilities.
Orchestrate solution development with Professional Services leaders, consultants, architects, and subject matter experts to shape differentiated, outcome-oriented proposals.
Partner with enterprise sales teams to expand existing relationships and introduce Professional Services to client priorities.
Respond to sales-related inquiries from a defined subset of existing clients and convert…