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Sales Manager

SEI Investments (Europe) Ltd., City of Westminster

Sales Manager

Salary not available. View on company website.

SEI Investments (Europe) Ltd., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 4 days ago, 14 Apr | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

job Ref: 3affc2ecff1547e5ac5164927464fd4e

Full Job Description

  • Work with the Head of Defined Contribution to achieve and deliver on DC sales targets and objectives.
  • The management of existing relationships and the development of new relationships with consultants involved in DC consulting, DC investment consulting and Master Trust provider selection.
  • Identification and execution of a sales strategy on each deal, including identifying key decision makers, key decision criteria and structuring the delivery and messaging of SEI's proposal to close new business
  • Managing the pitch process to win new business, including working with team members to develop and deliver compelling proposals
  • The development of new relationships with trustees and plan sponsors of DC schemes
  • The development of relationships with other consultants and third parties that are potential sources of DC leads or referrals for SEI
  • Manage responses to DC related questionnaires and RFPs with the assistance of the DC RFP team
  • Qualify opportunities to ensure tight alignment with SEI's DC and global sales strategy
  • Lead prospective clients and/or their consultants through the sales process which includes a business discovery initiative to best understand the needs of the firm and SEI's ability to deliver DC solutions to support those needs.
  • Lead and/or support the production of material to support the sales process through to final pitch.
  • Ensure smooth transition of the prospect relationship to the relationship team once the contracted relationship has been finalised.
  • Keep current on market conditions, regulation, SEI products and services, etc;
  • Adhere to all relevant FCA requirements and compliance; and
  • Any other ad-hoc projects as required.
  • All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training., Provide timely and up to date prospecting information such as call reports, presentations, business proposals and contract agreements via Salesforce
  • Ensure all the above efforts remain aligned to unit and SEI strategy
  • Proactively maintain/develop good knowledge of industry trends, market forces, regulatory changes and macro-economic forces impacting SEI's target market in the UK.
    • Regulatory Categories: SMCR Category
  • 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.

    Ability to navigate a complex buying process, including identifying key decision makers, and determining and executing winning proposals
  • Ability to demonstrate initiative and drive in establishing new DC relationships and managing and improving existing relationships.
  • Solid knowledge of the UK pensions market coupled with DC experience either from an investment, consulting or administration background.
  • Able to demonstrate experience of influencing within prospect organisations.
  • Proven ability and track record in maintaining a high level of activity to meet aggressive sales targets.
  • Degree educated (or equivalent) and further industry qualifications (IMC, CFA, etc.) would be advantageous.
  • A track record in business development, technical investment knowledge of a DC propositions and/or experience in managing relationships with third party consultants would be advantageous.
  • Committed to / interest in developing a career path within business development.
  • Outstanding communication, presentation and interpersonal skills.
  • The ability to build solid working relationships and influence and persuade at senior level (internal and external)
  • Excellent organisation and project management skills
  • Decisive and results orientated
  • Attend networking and industry events in the pursuit of new DC lead generation opportunities, It is essential that you hold or are working towards 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),
  • You will also have a strong work ethic be focused and committed to success and be willing to travel as needed to achieve objectives.
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information.

    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 Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com., 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.
    • SEI is an Equal Opportunity Employer and so much more… After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit. SEI Investments (Europe) Ltd ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).

    To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

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