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Sales Executive, Professional Services - Technology ConsultingSEI • Oaks, Pennsylvania, United States
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Sales Executive, Professional Services - Technology Consulting

SEI
  • US
    Oaks, Pennsylvania, United States
  • US
    Oaks, Pennsylvania, United States
Apply Now

About

Overview SEI's Professional Services team is focused on transforming businesses through tailored, data‑driven strategies and hands‑on execution. The team is seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors. This role presents new opportunities across SEI's Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design.
Why You Should Join Our Team Joining SEI Professional Services means becoming part of a company that's not just growing - it's thriving. SEI recently reported record‑breaking financial results including an 8% increase in revenue to $578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over $100 million in net new sales events year‑to‑date, SEI is expanding its footprint and investing in innovation across its business lines.
Key Responsibilities
Collaborate with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
Make outbound calls to prospective clients to generate interest in SEI's Professional Services, including technology modernization, operational efficiency, and compliance solutions.
Respond to sales‑related inquiries from a dedicated subset of existing clients.
Master SEI's Professional Services portfolio and educate prospective clients on its service offerings.
Maintain accurate records of interactions and pipeline status in CRM.
Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
Pipeline contribution: $2.5‑3.5M annually.
What We Need From You
A minimum of 8 years of sales experience, with direct experience in banking and wealth management, Fin‑Tech, or similar industry preferred.
Proven track record of successful proactive lead generation and sales experience.
Excellent communication skills, including face‑to‑face, virtual presentations, phone, email, and social media.
Strong consultative selling skills and the ability to articulate complex service offerings in client‑centric language.
Outstanding time‑management and organizational skills, with a track record of exceeding expectations.
Ability to thrive in a fast‑paced environment, work both within a team and independently, and willingness to learn and be mentored.
Experience with CRM systems (Salesforce or equivalent).
Requires at least 50% travel for prospect and client engagements.
Familiarity with Agile methodology.
Experience with digital transformation or platform migration in wealth management preferred.
Enthusiasm for embodying SEI Values: courage, integrity, collaboration, inclusion, connection, and fun.
Competitive Advantage & Benefits 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 per year, 21 days PTO per year pro‑rated for new hires which increases over time, paid parental leave, backup childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
Equal Opportunity 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.
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  • Oaks, Pennsylvania, United States

Languages

  • English
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