Business Development Manager - Vancouver, Canada - SEI1GLOBAL

SEI1GLOBAL
SEI1GLOBAL
Verified Company
Vancouver, Canada

1 week ago

Sophia Lee

Posted by:

Sophia Lee

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Description

SEI's Asset Management Distribution (AMD) business distributes SEI asset management solutions globally, with a focus in the US, Canada and the UK.

We establish relationships with distribution partners whose advisors in turn support retail end consumers with our solutions.


What you'll do:

Responsible for supporting the proactive gathering of new assets and retaining assets in conjunction with the national sales strategy.

Responsible for developing and maintaining relationships with distributors and their advisors, educating advisors on SEI's Investment Philosophy and solutions, and promoting relevant strategies for utilizing them.

Daily activities include outbound sales and prospecting calls, supporting distribution partner focused meetings, and supporting queries from preferred partners and prospects.

Responsible for supporting and conducting advisor presentations as well as coverage of industry/advisor/dealer events.
Also responsible for supporting tactical business plans, within the parameters of the overall channel business plan.


What we need:

This role requires an effective communication skill set; both written and verbal.
Bi-lingual language skills are considered an asset for this role.
Business degree preferred. Additional advanced degrees or certifications a plus.
Relevant industry courses such as CSC required. CIM or the ability to obtain within 12 months.
A minimum of 7 years experience in financial services, with prior investment sales experience preferred.
Effective consultative sales and relationship management skills.
Excellent administrative and computer software skills.


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, Employee Assistance Plan), life and disability insurance (premiums paid for base coverage), Registered Retirement Savings Plan with match, education assistance, up to 14 paid holidays/year (may vary by province), 8 Paid Time Off days/year and a Vacation allotment, pro-rated for new hires, which increases over time, back-up childcare allotment, paid volunteer days, a discounted corporate employee stock purchase plan, access to thriving employee resource groups 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.


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