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Business Development Director 9/16/2017

SEI San Francisco, CA

San Francisco, CA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Bachelors Degree


Job ID #: P23732
Location: San Francisco, CA

Position Category: Sales

Employment Type: Full-time
Education Required: Bachelors Degree

Experience Required: Minimum of 10 years
Relocation Provided: No

Travel Percentage: 50

Position Description

The SEI Private Wealth management team has more than 240 years combined experience, averaging more than 16 years each. We service more than 120 clients and multiple family foundations. We are looking for a Sales Director to join our team.

SEI Private Wealth Management is a business unit of SEI, which delivers an innovative and complete wealth management offering to individuals and families that have a net worth exceeding $10 million. Solution is a Goals Based Advice Platform with fiduciary oversight and includes Investment Management, 3rd party asset oversight, Financial Management and Reporting, Legacy and Estate Planning as well as Aggregated Reporting and Score Carding.

The New Business Development professional s ability to leverage your experience and understanding of the needs of our target market are essential to successfully communicate the SEI Private Wealth Management value proposition. Networking skills are preeminent

Location: Northern VA or Palo Alto CA

Position Requirements

* Bachelors degree
* A minimum of 7 years of experience
* A strong desire to be out in the field with prospects and networks
* Proven experience in dealing with ultra high net worth individuals and families (a minimum of $3M in investable assets)
* Demonstrated ability to establish and manage a prospect pipeline, drive an agenda, think strategically, create and adapt to any situation

Please be aware that SEC Rule 206(4)-5 Political Contributions by Certain Investment Advisers (the Rule ) may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI s current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.

While performing the duties of this job, the work environment may require an individual drive and travel consistently and long distances, to move around the office and from building to building which may expose the individual to outside weather conditions. The individual must be able to sit or be stationary at a computer and use computers for extended periods of time and occasionally lift and/or move up to 20 pounds. The noise level in the environment is moderate and the individual must be able to communicate and exchange information with people in person and over the telephone and email.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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