Business Development Director- UK Wealth & IFA, Asset Management Distribution

New Today

Responsibilities

:
  • Develop and maintain a strong prospect list for new business
  • Achieve net new asset targets through the conversion of identified prospects into client
  • Deliver high levels of in the field activity to achieve new asset goals
  • Clearly and effectively present SEI investment and business proposition
  • Evaluate and recommend improvements to support the growth of the business line
  • Maintain working knowledge of asset management solutions and broader SEI capabilities
  • Create, manage and execute a sales plan
  • 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

    • What we need from you:

  • You will have an appetite and passion for new business development
  • A strong experience of a ‘solution sell’
  • Understanding of asset management products and solutions and, the wealth management and financial advice industry
  • Superior presentation and communications skills are pre-requisite (both written and verbal) as are outstanding time management and organisational skills along with the ability to work independently as well as within 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:Certification - Client Dealing - CD0 Meeting with Clients
     

    • MiFID II - Staff giving information about investment products, investment services or ancillary services

  • 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.IMCRelevant Bachelor’s Degree (Economics, Business, Maths, Accounting, Finance) or
    Relevant Masters/MBACFA, ACA, ACCA, IAQFIA (Fellow of the Faculty & Institute of Actuaries)


    • What we would like from you:

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

    • SEI’s competitive advantage:

    To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

    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. 

    Apply
    Location:
    London
    Job Type:
    FullTime

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