{"id":1646675,"url":"https://alion.io/job/sei-sales-executive-professional-services","title":"Sales Executive, Professional Services","company":{"id":704150,"name":"SEI","domain":"seic.com","url":"https://alion.io/company/sei-4","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":20,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Oaks, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"Agile","optional":true}],"status":"live","first_seen_at":"2026-10-01T23:50:06Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-13T22:24:43Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"The role\nWe are seeking an accomplished, growth-oriented Sales Executive to drive new client engagement and expand SEI Professional Services across priority financial services markets. This is not a transactional product-sales role. It is a strategic business development position centered on executive engagement, consultative discovery, opportunity creation, and the pursuit of complex services-led solutions.\nThe successful candidate will develop trusted relationships with senior business and technology leaders, translate client priorities into compelling opportunities, and orchestrate the right combination of SEI expertise to deliver meaningful business outcomes. The role works cross-functionally with enterprise sales, solution consultants, marketing, delivery leaders, and the broader Professional Services organization.\nWhy Join SEI Professional Services?\nSEI Professional Services offers the platform, solutions, credibility, and range of capabilities for a high-performing seller to make an outsized impact. You will join a company with a strong position in financial services and wealth management, an established client ecosystem, and a clear opportunity to help clients address high-priority transformation needs.\nSell with the strength of an industry leader delivering innovative financial services solutions and deep customer engagement. \nEngage senior leaders on strategic business, technology, data, operating model, and workforce priorities. \nRepresent a broad, high-demand portfolio that combines advisory insight with hands-on execution. \nCollaborate with experienced consultants, solution leaders, subject matter experts, and enterprise sales professionals. \nHelp shape a growing Professional Services business and directly influence market expansion. \nBuild a career in a culture that values courage, integrity, collaboration, inclusion, connection, and fun. \nAbout SEI and Professional Services\nSEI helps financial institutions, wealth managers, asset managers, and investors navigate business, technology, and operating-model change. Our Professional Services team extends that value through tailored, data-driven strategy and hands-on execution, helping clients modernize technology, improve operations, mobilize specialized talent, and deliver lasting transformation.\nOur differentiation is practical and powerful: deep financial services context, broad technology and transformation capabilities, and a commitment to moving from strategy to execution. The Sales Executive will bring that value proposition to market and help expand one of SEI’s strategic growth engines.\nPosition snapshot\nPrimary markets: Banking, wealth management, asset management, and FinTech. \nSales motion: Executive-led, consultative, services-based business development. \nGeographic focus: United States, United Kingdom, and other targeted regions. \nAnnual pipeline contribution: Approximately $2.5M-$3.5M. \nTravel: At least 50% for prospect and client engagement. \nWhat you will do\nDevelop and execute strategic territory growth plans that expand SEI Professional Services across banking, wealth management, and adjacent financial services markets. \nCreate and qualify new opportunities through executive networking, industry engagement, client referrals, strategic prospecting, targeted outbound activity, and partnership development. \nBuild trusted relationships with C-suite executives, technology leaders, operations leaders, and other senior decision makers. \nLead consultative discovery that connects client business challenges to SEI’s transformation, technology, data, talent, and execution capabilities. \nOrchestrate solution development with Professional Services leaders, consultants, architects, and subject matter experts to shape differentiated, outcome-oriented proposals. \nPartner with enterprise sales teams to expand existing relationships and introduce Professional Services to client priorities. \nRespond to sales-related inquiries from a defined subset of existing clients and convert demand into well-qualified opportunities. \nBuild and maintain a healthy, accurate pipeline; manage activity, opportunity progression, and forecasting discipline in Salesforce or an equivalent CRM platform. \nCollaborate with marketing to strengthen demand generation, refine market messaging, and tailor campaigns for industry needs and service offering. \nRepresent SEI Professional Services at client meetings, industry events, and relevant thought-leadership forums. \nContribute approximately $2.5M-$3.5M in annual pipeline while building repeatable relationships that support long-term revenue growth.\nWhat success looks like\nMarket creation: Opens new relationships, builds executive access, and develops opportunities in priority segments. \nClient relevance: Frames SEI capabilities in client-centric language tied to specific business outcomes. \nCommercial discipline: Maintains pipeline quality, advances opportunities with purpose, and provides accurate forecasts. \nOne-SEI collaboration: Connects enterprise relationships, delivery expertise, and market insight to create differentiated value. \nWhat we need from you\nAt least 8 years of successful sales, business development, or consultative selling experience, with direct exposure to banking, wealth management, asset management, FinTech, consulting, or a similar industry preferred. \nDemonstrated record of proactive lead generation, opportunity creation, and sustained sales performance. \nExperience developing and advancing complex, services-led opportunities with executive stakeholders. \nEntrepreneurial mindset, someone who takes ownership, creates momentum in undefined markets, tests new paths to growth, and turns ambiguity into actionable client opportunities. \nStrong consultative selling skills and the ability to translate complex service offerings into clear, client-centric value. \nExcellent communication across in-person meetings, virtual presentations, phone, email, and professional social channels. \nOutstanding time management and organizational discipline, with the ability to manage multiple pursuits and exceed expectations. \nComfort operating in a fast-paced, collaborative environment while working both independently and as part of a cross-functional team. \nExperience using Salesforce or an equivalent CRM platform to manage pipeline, activity, and forecasting. \nWillingness to travel at least 50% for prospect and client engagements. \nCommitment to SEI’s values of courage, integrity, collaboration, inclusion, connection, and fun. \nPreferred Experience\nExperience selling Professional Services, consulting, technology services, managed services, or transformation programs. \nKnowledge of the wealth management ecosystem and business, operating, and technology priorities shaping the market. \nExperience with digital transformation, technology modernization, cloud and data initiatives, platform migration, systems integration, or application development. \nFamiliarity with Agile methodology and modern software delivery practices. \nWho Thrives Here\nThis role is ideal for a strategic hunter and relationship builder who enjoys creating markets, opening executive conversations, and turning complex challenges into transformational opportunities. You are energized by growth, credible in the financial services environment, disciplined in your sales craft, and motivated by helping clients achieve measurable results\nSEI’s competitive advantage:\nTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.\nBenefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.\nWe 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.\nThe position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.\n SEI is an Equal Opportunity Employer and so much more…\nAfter over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.\nSEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.\nAI Acceptable Use in the application and interview process:\nSEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.","description_format":"text","description_chars":10237,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Education assistance","Parental leave","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-10-01T23:50:06Z"}],"visa":[],"liveness":{"score":62,"band":"ok","label":"Likely open","p_open":1,"p_active":0.616,"p_room":1,"age_days":11,"expected_fill_days":37,"reasons":["conf:3","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/sei-sales-executive-professional-services","json_url":"https://alion.io/job/sei-sales-executive-professional-services.json","meta":{"generated_at":"2026-10-14T00:59:59Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1823,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704150},"rest":"https://alion.io/mcp/rest/get_company?id=704150"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsei-sales-executive-professional-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsei-sales-executive-professional-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsei-sales-executive-professional-services"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sei-sales-executive-professional-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsei-sales-executive-professional-services"}]}