Lead business development and territory growth for SEI’s RIA channel in Texas. Responsibilities include acquiring, onboarding, and activating advisor clients; managing relationships and territories; selling custody, technology, investment management, and business solutions; developing leads; influencing senior decision-makers; analyzing market and competitor trends; mentoring an Account Executive; and achieving sales and asset-growth goals. The role requires extensive client engagement and up to 80% travel.

Leads business development and territory management across Ohio and Kentucky for SEI’s Independent Broker/Dealer channel. Acquires, onboards, and activates advisor-client firms; develops territory strategies; generates and converts leads; manages relationships; and presents SEI’s custody, technology, asset management, and business solutions. The role requires consultative sales, market analysis, senior-level influence, relationship management, and up to 80% travel.

Lead investment product sales growth across RIA, independent broker-dealer, and asset management channels. Commercialize ETFs, alternative investments, model portfolios, and future solutions; generate new assets and revenue; develop advisor and institutional relationships; manage a disciplined pipeline; execute go-to-market strategies and product launches; and collaborate across sales, product, investment management, and marketing teams. Extensive travel within the assigned territory is required.