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You will be responsible for account strategy and management, which will mean developing individual account sales strategy alongside the sales rep and proactively following up and executing sales tactics throughout the sales process. This will involve pre-meeting research and preparation of sales materials.
You'll be responsible for territory management encompassing new appointment setting, prioritisation of sales strategies and management of the Client Relationship Management tool.
You will work with the Consultant Relations Director to prepare research for meetings with consultants as well as completing periodic data requests and general enquiries from consultants.
You'll provide RFP process support giving direction to the RFP team on specific deal strategy, co-ordinate and write specific responses to meet individual prospect requirements and manage Sales materials through the compliance process.
You will assist in new business development through proactively seeking out and qualifying sales opportunities and developing where appropriate.
You'll support the Sales team by attending networking and industry events and ensure the internal communication of activity across the team, all the time working to achieve team and individual targets.
What you'll bring to the table:
You will ideally be degree educated (or equivalent) and possess practical experience in an investment environment
You will have a clear and demonstrable interest in financial services sales and ideally the Institutional marketplace coupled with an understanding of the markets and various asset classes.
You will be proficient with all Microsoft Office products (in particular PowerPoint and Excel) and are able to pick up other systems and databases easily.
Attributes we value:
The credibility to influence both internal and external stakeholders through all forms of communication.
A strong work ethic with the ability to handle and deliver multiple tasks and projects within tight delivery schedules.
Possessing hunger, potentially looking to develop into a direct sales role.
SEI is an equal opportunities 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.
SEI Investments (Europe) Limited ('SIEL') is authorised and regulated by the Financial Conduct Authority (FRN 191713).