Professional Services – Sales Executive, IT Services and Consulting

Position Overview

At SEI we value our employees and drive growth through change. SEI’s Professional Services team is dedicated to transforming businesses with tailored, data-driven strategies and hands-on execution. We are seeking a Sales Executive to drive new client engagement across banking, wealth management, and asset management sectors. In this role, you will present new opportunities across our offerings – including Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design – while collaborating across enterprise sales, solution consulting, and marketing teams.

Key Responsibilities

• Collaborate with Professional Services consultants and enterprise sales teams to drive territory growth through lead generation across the US, UK, and other targeted regions.
• Initiate outbound calls to prospective clients to generate interest in SEI’s Professional Services, including technology modernization, operational efficiency, and compliance solutions.
• Respond to sales-related inquiries from existing clients.
• Master SEI’s Professional Services portfolio and educate prospective clients on our service offerings.
• Maintain accurate records of interactions and pipeline status in CRM.
• Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
• Pipeline Contribution: $2.5-3.5M annually

Required Qualifications

• Minimum 8 years of experience in sales, with direct experience in banking, wealth management, Fin-Tech, or similar industries.
• Proven track record of successful proactive lead generation and sales performance.
• Excellent communication skills across face-to-face interactions, virtual presentations, phone, email, and social media.
• Strong consultative selling skills with the ability to articulate complex service offerings in client-centric language.
• Outstanding time-management and organizational skills with a record of exceeding expectations.
• Ability to thrive in a fast-paced environment, working both independently and as part of a team, with a willingness to learn and be mentored.
• Experience with CRM systems (Salesforce or equivalent).
• Willingness to travel at least 50% for prospect and client engagements.
• Familiarity with Agile methodology.
• Experience with digital transformation or platform migration in wealth management is preferred.
• Embody SEI’s values: courage, integrity, collaboration, inclusion, connection, and fun.

Benefits & Perks

• Paid Parental Leave
• Back-up Childcare Arrangements
• Paid Volunteer Days
• Education Assistance and Access to Thriving Employee Networks