Sales Director, Traditional Investment Operations Solutions
SEI Private Trust Company · Pennsylvania
📍 USA - PA - Oaksvia workdayFirst listed here 2026-09-21
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The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds accounting team. As a Sales Director for Traditional Investment Operations, you will develop sales leads in the United States for the sale of IMS’ Traditional Investment Administrative Services with prospective clients. You will manage sales agendas related to IMS’ Traditional Investment Operations/Solutions Services. Ideal candidate will have 5+ years of experience selling compliance services to asset managers (buy-side). Candidates with 5+ years experience selling fund administration or front office technology to the buy-side will also be considered as well as candidates with 5+ years experience selling traditional fund services or front office technology to the sell-side (i.e., broker dealer community) or wealth managers. Extensive travel is likely.
What you’ll do:
Lead generation & sales support
You will develop sales leads for IMS’ Traditional Investment Administrative Solutions
You will serve as key technical sales resource in sales agendas
You will work with internal and external counterparts to close sales agendas
You are an ambassador to Traditional Services market for SEI
Consistent representation of SEI Traditional solution in media & industry events, including panel participation as a subject matter expert
Organize and lead Traditional content creation & SEI sponsored events
Host, lead SEI sponsored webinars, etc.
Build and maintain credible relationships with prospects, clients and industry "Centers of Influence"
Organize and cultivate peer working groups through which clients compare approaches and challenges to regulatory reporting
Platform support & leadership
You will participate in prioritization decisions regarding application integration into SEI’s Traditional Fund Administrative Services/Solutions platform
In some instances, you will lead the application integration (including initial vendor due diligence/VDD) into SEI’s platform & maintain relationships for those on an ongoing basis (including ongoing VDD)
You will nurture and maintain consistent communication lines with leading global regulators
You will serve as technical subject matter expert for new and ongoing software development initiatives
General
You will maintain a strong working knowledge of asset management and wealth management industries
You will effectively utilize customer relationship management system (CRM) and document prospect engagements well in CRM
You will assist in RFP responses for GRC sales agendas, and lead in some cases
Extensive travel likely
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What you bring to the table:
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
B.S./B.A. in Finance, Marketing or related field; JD preferred.
Minimum 10 years of experience in the Financial Services industry.
Knowledge of investment management compliance matters.
Experience in managing sales process from lead generation to relationship management.
Experience with Miller Heiman or comparable strategic selling process a plus.
Adaptable to manage fast-paced, challenging sales environment.
Excellent interpersonal skills.
Strong organizational skills.
Excellent communication and influencing skills.
Strong analytical and critical thinking skills.
Strong PowerPoint, Excel, Word and Internet skills.
Extensive travel is required.
Attributes we value:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and genuine interest in assisting both colleagues and clients.
Curiosity and critical thinking: Whether it’s to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
SEI’s competitive advantage:
To 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.
Benefits 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.
We 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.
The 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.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leadin
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