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

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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 rmend 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 effectivemunication of these with clients where appropriate
  • Adhere to all relevant FCA requirements andpliance,pleting 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 appropriatepliance 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 andmunications 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 andplete 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)
    • What we would like from you: SEI'spetitive advantage:

    To help you stay energised, engaged and inspired, we offer a wide range of benefits includingprehensive 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 managementpany delivering on our promise of building brave futures ( SM) -for our clients, ourmunities, and build your brave future at SEI.

    SEI is an Equal Opportunity Employer and so much more...

    After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

    SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
    Job ID R0033064
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    Location:
    London
    Job Type:
    FullTime

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