Now Hiring - Sales Development Representative, OCIO US Institutions in Oaks, PA

SEI Investments is a global asset management firm with over $412 billion in assets under management as of June 30th, 2022. There is an immediate opening for a highly motivated, results and detailed oriented Sales Development Representative for our North American Institutional team. The role will be a part of the Institutional Sales team and report directly to the Head of North American Sales. The position will be based at our corporate headquarters in Oaks, PA.

The role will require an individual to be collaborative in working with teams across the following areas internally at SEI: business development, client service, strategic advice, marketing and investment management. Primary responsibilities include managing data analytics for prospective clients and for OCIO search firms, researching prospective client financial and organizational material, assisting in RFP process, strategizing and creating materials for sales meetings, and competitive analysis. Strong analytical and communication skills are necessary for the candidate to be successful. Qualified candidates should be able to deliver time sensitive information, maintain a positive attitude and contribute to a collaborative environment.

SEI's Institutional Group is one of the first and largest global providers of OCIO delivering integrated investment solutions to corporate plan sponsors, endowments & foundations, unions, governments, and healthcare entities. SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.

What you'll do:

Manage performance data request for prospective clients and OCIO search firms

Assist in developing strategy with a clear understanding of the prospective institutional client's organizational needs, including; typical cash flow, liquidity requirements and risk tolerance for each organization

Provide performance comparisons, risk statistics, and fee analysis to support the sales process

Prepare key materials for direct prospect meetings and finals presentations

Collaborate with the advice, marketing, client services and investment management teams

What you bring to the table:

Financial services industry experience and/or data analytics background is desirable

Strong communication skills with the ability to think strategically and creatively

High level understanding of the institutional investor market place and SEI's investment process

Track record of understanding asset allocation, performance attribution and risk analytics is a plus

Desire to contribute to growth of SEI's Institutional OCIO business

Attributes we value:

Self-starter comfortable working in a dynamic environment

Diversity of thought and respect of all peers

Excellent communication skills

Proven ability to manage multiple agendas and achieve results

What you can expect from us:

We are a technology and asset management company delivering on our promise of building brave futuresSM-for our clients, our communities, and ourselves. Whether you're in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.

Without people, it's just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfillment.

And inclusion isn't just a buzz word for us-it's at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It's the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients' most complex challenges.

Six core values are the foundation of SEI's culture. Care for our clients, communities, investors, and each other drives our commitment to these values.

Courage: We think and act like owners, embracing risk to drive growth for our clients and company.

Integrity: We do what we say and act with transparency (because it's the right thing to do).

Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter.

Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves.

Connection: We build lasting relationships through which we learn, grow, and succeed.

We have Fun.

Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEIremains 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 / affirmative action 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.