DC Sales & Consultant Relations Director

SEI Investments (Europe) Ltd.
London, United Kingdom
Competitive Salary Offered
15 Nov 2022
28 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.


SEI is looking to build and expand our Defined Contribution (DC) pension offering in the UK and seeks a proven Sales Director. As one of the leading technology led Master Trust providers with a reputation for investment innovation and our Digital first approach, we will look to you to make a real impact on increasing DC assets under management.

What You'll Do:

› Using your outstanding relationship skills and existing network, you will maximise our current relationships and revel in developing new ones. These may be with consultants involved in DC consulting, trustees and plan sponsors of DC schemes as well as independent trustees and others who are potential sources of DC leads.

› You'll be the 'ear to the ground' of the DC Team, attending networking and industry events and will provide insightful market intelligence. You'll keep communication flowing around prospects and progress and will proactively look to develop your already strong knowledge of industry trends, emerging technology, regulatory changes and market forces.

› You'll lead prospective clients or their consultants through the sales process including a business discovery initiative to ensure we can deliver the best solutions to support their needs.

› Working with our Institutional RFP team you will help to produce exceptional RFPs and will look to respond comprehensively to DC related questionnaires and take ownership of the final product.

› You will own the preparation of the wider DC Team for finals pitches, coaching their messaging, informing content and prioritizing their focus based on the prospects need.

› From successful finals and through the contractual onboarding you'll live with the journey from prospect to client. Ultimately, you'll hand over for a smooth transition of the prospect to our client relationship team.

What you'll bring to the role:

› Substantial experience in a Sales, Business Development or Consultant Relations role with a proven track record in developing, managing and closing new business in a B2B environment

› The drive and initiative to establish and nurture new DC relationships and to improve existing ones. You may come from an investment consulting background

› The impact and self-assurance that comes with a proven record of influencing senior executives in order to close complex and high-value outsourcing and investment arrangements

› Solid knowledge of the UK pensions market coupled with investment knowledge of a DC propositions and/or experience in managing relationships with third party consultants

Attributes We Value:

› Creative thinking and the mindset that anything is possible

› Relationship focused - we want our clients to sing our praises and talk about our dedication to them.

› Outstanding communication, presentation and influencing skills

› A willingness to roll up sleeves and do what it takes

› Decisive and results orientated

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

After 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 twice a week.

About SEI's Institutional Group

SEI's Institutional Group provides clients with a variety of solutions aligned with their investment implementation preferences. As one of the first and largest providers of outsourced investment management services, SEI's Outsourced CIO (OCIO) platform supports institutional investors who delegate investment management decisions through a flexible implementation model. SEI's Enhanced CIO (ECIO) platform supports internal investment teams through SEI Novus, a global portfolio intelligence tool and SEI's comprehensive investment processing, shadow accounting, and data and workflow management offerings. More than 480 institutional clients utilise these integrated solutions worldwide as of March 31, 2022.

SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).
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