What you bring to the table:
› B.S. /B.A. in Finance, Marketing or related field.
› 5+ years of experience in the Financial Services industry.
› Knowledge of investment management operations.
› Experience in managing sales process from lead generation to relationship management is a plus.
› Experience with Miller Heiman strategic selling process a plus.
› Adaptable to manage fast-paced, challenging sales environment
› Excellent interpersonal skills.
› Strong organizational skills.
› Excellent communication and influencing skills.
› Strong analytical and critical thinking skills.
› Strong PowerPoint, Excel, Word and Internet skills.
› Extensive travel is required.
Attributes we value:
› A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
› Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
› Positivity and genuine interest in assisting both colleagues and clients.
› Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
SEI is an Equal Opportunity Employer and so much more…
Now in its 50th year, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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 success. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, access to thriving employee networks and an opportunity to become an elite ping-pong player.
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.