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INTRODUCTION

SEI’s Wealth & Advisor business is growing the Sales and Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Managing Director, Inside Sales to lead the Inside Sales Desk across all channels of the U.S. Wealth & Advisor business. This role reports to the Senior Managing Director of Sales and will be responsible for inside sales strategy, coverage execution, pipeline and client experience operating rigor, and coaching and talent development across the internal sales organization.

In this high-impact role, this leader will oversee the inside-sales operating system and team—ensuring strategic direction, consistent advisor sales and education, and seamless orchestration with our field-based Client Team and Specialists—while improving advisor experience, sales productivity, conversion rates and client retention, and career growth.

This is an ideal opportunity for an accomplished sales leader who is an agent for change, has deep understanding of advisor distribution, and is passionate about building a high-performance culture with strong coaching and development.

This role is SEI Headquarters based in Oaks, Pennsylvania.

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, a hybrid working environment for most roles, 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.

EQUAL OPPORTUNITY EMPLOYER

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.