Initiate and develop asset management relationships with large UK wealth managers, distributors and family offices

Achieve new business asset and revenue targets

Create, manage and execute territory go to market and sales plans

Deliver high levels of activity to achieve goals

Clearly and effectively present SEI investment and business proposition

Evaluate and recommend improvements to support growth

Identify opportunities to introduce and cross sell other SEI services, including technology and operations capabilities

Effectively work with asset management Solutions and Marketing teams

Keep current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication of these with clients where appropriate

Adhere to all relevant FCA requirements and compliance, completing all necessary training within the required timeframe

Familiarise yourself with Financial Promotions regulations and ensure that all financial promotions materials used have gone through the appropriate compliance approval processes (as a second line of defence with the individual representing the first line through close knowledge of the financial promotions requirements)

Any other ad-hoc projects as required

All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.

You will have a strong existing network with family offices and a track record of winning new business

You will have an appetite and passion for business development and relationship management

A buyer centric mindset and strong desire to initiate new business relationships

Willingness to build on IFA and wealth management industry and, investment management acumen

Excellent presentation, communication, time management, and organizational skills are required, along with the ability to work independently and as part of a team

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:

Certification - Client Dealing - CD0 Meeting with Clients

Certification - Cert Manager

It is essential that you hold or are working towards one of the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.

IMC

Relevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or
Relevant Masters/MBA

CFA, ACA, ACCA, IAQ

FIA (Fellow of the Faculty & Institute of Actuaries)

You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives

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