Senior Director, Investment Product Sales

SEI's Asset Management Unit is building a dedicated Investment Product Sales team focused on accelerating adoption of SEI's asset management solutions across the bank channel. Reporting to the Head of Bank Asset Management Distribution, this role will be responsible for driving asset growth, opening new relationships, and expanding the reach of SEI's investment capabilities across national, regional, and community banks.

This is a highly visible, entrepreneurial opportunity for a sales professional who wants to play a meaningful role in shaping the future growth of SEI's asset management business. The successful candidate will partner closely with bank executives, chief investment officers, trust leadership teams, and wealth management decision-makers to position SEI's investment products as solutions that support advisor productivity, client outcomes, and program growth.

What You'll Do:

Drive Commercialization & Growth

Help expand SEI's presence within the bank channel by driving adoption of our asset management capabilities and delivering net new AUM and revenue growth.

• Commercialize SEI's ETFs, alternative investments, mutual funds, money market solutions, model portfolios, SMAs, and future investment offerings across bank wealth management and trust platforms.

• Develop and execute sales strategies designed to increase SEI asset penetration within existing relationships while opening new opportunities across priority bank segments.

• Build and maintain a disciplined opportunity pipeline that converts prospects into funded mandates and long-term asset growth.

• Partner with investment management, product management, marketing, and distribution teams to execute go-to-market initiatives and product campaigns.

Open New Relationships

Expand SEI's reach by developing senior-level relationships throughout the banking sector.

• Own a defined territory and proactively cultivate relationships across national, regional, and community banks in partnership with the SEI Private Bank team.

• Engage bank wealth executives, heads of trust, chief investment officers, investment committees, platform managers, and portfolio management teams.

• Identify opportunities to replace incumbent managers, introduce SEI investment solutions, and increase wallet share within target institutions.

• Establish SEI as a trusted strategic partner capable of delivering investment expertise, practice management insights, and scalable solutions.

Leverage the Power of One SEI

Work across the organization to maximize distribution opportunities and improve client outcomes.

• Partner closely with SEI's Private Bank, Asset Management, Investment Management Unit, and broader commercial teams to identify growth opportunities.
• Coordinate internal resources to deliver investment expertise, due diligence support, and executive engagement throughout the sales process.
• Leverage existing SEI relationships to introduce additional investment products and deepen overall strategic partnerships.
• Collaborate with client service and relationship management teams to ensure successful implementation and ongoing client satisfaction.

Strategic Business Development

Serve as a market-facing ambassador for SEI's investment platform and solutions.

• Maintain deep knowledge of competitive offerings, industry trends, regulatory developments, and evolving needs within bank wealth management.

• Represent SEI at industry conferences, bank association events, and executive forums.

• Provide market feedback to product management teams to support future product development and commercialization efforts.

• Develop territory plans / book of business focused on opportunity prioritization, asset gathering goals, and strategic account development.

What We Need From You:

• 7-15+ years of investment sales, institutional distribution, asset management, or business development experience.

• Demonstrated success generating net new assets and revenue growth within financial institutions.

• Experience selling investment products and solutions into bank wealth management, trust, private banking, or institutional investment programs.

• Strong understanding of asset allocation, portfolio construction, manager selection, ETFs, mutual funds, alternatives, and cash management solutions.

• Proven ability to establish executive-level relationships and navigate complex institutional sales cycles.

• Experience presenting to investment committees, CIOs, trust committees, and senior bank stakeholders.

• Exceptional business development, relationship management, and consultative selling skills.

• Existing relationships within national, regional, and community banks preferred.

• FINRA licenses, including SIE, Series 7, and Series 63/66, or ability to obtain.

• Willingness to travel extensively within assigned territory.

Preferred Candidate Profile

The ideal candidate is an entrepreneurial sales leader who understands the unique dynamics of bank wealth management and trust programs. They have a proven track record of gathering assets, developing executive relationships, and positioning investment solutions within sophisticated institutional environments. They are energized by building something new, comfortable navigating complex organizations, and motivated by the opportunity to materially influence the growth trajectory of SEI's Asset Management business.

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, 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, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks 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.  

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

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. 

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives.  If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.