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› Increase DC assets under management by establishing and building new selling opportunities for SEI's Fiduciary DC Management and Master Trust solutions within the UK market through consultants, trustees, sponsors and other third parties.
› Work with the Team Leader 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 selection. › The development of new relationships with trustees and plan sponsors of DC schemes › The management of existing relationships and the development of new relationships with Independent Trustees responsible for DC schemes › The management 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 institutional 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.
Technical Capabilities/Skills & Experience Required for the Role:
› 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 senior executives within prospect organisations. › Proven ability and track record in maintaining a high level of activity to meet aggressive sales targets. › Proven success in managing and closing complex and high value, outsourcing and investment arrangements. › 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 › Provide market intelligence to the DC Team in order that the SEI proposition remains relevant. › Provide timely and up to date prospecting information such as call reports, presentations, business proposals and contract agreements via our sales tracking technology › 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.
SEI is an equal opportunities employer
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. As of December 31, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $751 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $283 billion in assets under management and $468 billion in client assets under administration. For more information, visit seic.com.
SEI Investments (Europe) Limited ("SIEL") is SEI's London based European subsidiary and is regulated by the Financial Conduct Authority.