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

Join to apply for the Business Development Director- UK Wealth & IFA, Asset Management Distribution role at SEI

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

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Join to apply for the Business Development Director- UK Wealth & IFA, Asset Management Distribution role at SEI

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to initiate asset management partnerships with Wealth Managers and Financial Advisers in the North of UK. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI.

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

You will receive:

• An opportunity to advance your career with a leading Global investment manager.
• An opening to promote innovative solutions proven to meet the needs of our target audience and drive further adoption of SEI’s asset management services.
• A defined territory with a substantial panel of prospective wealth and advisory firms.
• Dedicated marketing support to drive pipeline growth.
• Flexibility to design, build and manage custom asset management programmes to meet specific needs of target market.
• A competitive compensation package, comprehensive benefits and flexible working arrangements.
  
  

• You will develop your existing relationships and initiate new ones, with business and investment leaders within Wealth Managers and Advisory Firms across the north of the UK.
• Lead prospective clients through the buying journey to engage SEI as their strategic asset management partner.
• Systematically qualify and nurture your panel to build and develop a strong pipeline of new business opportunities.
• Working in collaboration with other business areas (investment management unit, marketing, solutions, compliance, strategic accounts) you then will co-manufacture investment management business propositions with your new strategic partner.
  
  

• 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
  
  

• 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\
  
  

• 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
  

• 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)
  

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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