Enterprise RIA Relationship Development Director
Company: SEI Investments
Location: Audubon
Posted on: July 15, 2025
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Job Description:
SEIs Asset Management Unit is launching a new dedicated
Enterprise Registered Investment Adviser (RIA) Sales & Experience
Team designed to accelerate existing business growth in the
upper-level RIA market->$5 Billion. To support this launch, SEI
has immediate need for a Relationship Development Director within
the Enterprise RIA Sales team. This role reports to the Enterprise
RIA Leader within the Asset Management unit. You will be
responsible for meeting and exceeding territory growth goals and
overseeing the totality of the client experience across business
development, relationship management, account management, and
service and operational experience for advisor-client firms in the
Enterprise RIA channel. You must be adept at using data to drive
decisions, while defining opportunities for growth and solving
client and potential-client needs; and also be the champion for the
overall deployment of SEI’s solutions across our entire ecosystem
which consists of: Custody Wealth Tech Investment Management
Alternatives UMH/UMA What you will do: The Relationship Development
Director will be a main lead individual in territory management and
growth for advisor-client firms on the Enterprise RIA Sales &
Experience Team. Work in coordination and collaboration with
partner Enterprise RIA Leader to drive territory strategy planning
and communicate daily with that partner on tasks key to influencing
growth and relationship management within client and
prospective-client firms. Analyze market data, trends, consumer
preferences, and competitor behavior to optimize client and
territory growth, and deliver on growth and retention KPI metrics
as defined. Shape and implement complex, diverse and collaborative
sales growth agendas, with a focus on motivating
prospective-clients to embrace change and convert business.Lead the
development and execution efforts to drive the values and vision.of
SEI, beginning with a client first commitment. Generate new
interest and prospective-client leads—constantly staying ahead of
new opportunities—while also managing the development of inorganic
leads through the sales process. What we need from you: The ideal
candidate has a minimum of 7 years of relevant experience in
financial services client sales and service support, with direct
experience in RIA channel sales strongly preferred. BA/BS Required
Current NASD Series 7, 63 and 65 or Series 66 license or ability to
obtain within 90 days. Strong knowledge of RIA custody and
technology platforms as well as direct experience in influencing
business owners in this channel and delivering both technology and
business-centric advice and influence. Significant network of
contacts and relationships with upper market Enterprise RIA firms.
Experience and understanding of requirements of third party
distribution platform partners within in the Financial Advisor
industry. Significant relationships with these partners. Ability to
influence decision-making at the highest levels of an organization,
while executing with a client-first mindset, and an established
background in consultative sales. Proven ability in territory
management—both in strategic planning, execution, and travel—with
exceptional time-management, organizational and coaching skills,
plus the track record of exceeding goals. Excellent communicator
(in both the written and verbal form), both proactively and
reactively, with a track record in client relationship management
and buyer satisfaction. A self-starter and an influencer, with a
track record of both working independently and within a team. This
position includes territory management and up to 80% travel
potential 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, a hybrid working
environment for most roles, 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.
SEI is an Equal Opportunity Employer and so much more… After 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. SEI 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.
Keywords: SEI Investments, New York , Enterprise RIA Relationship Development Director, Sales , Audubon, New York
