Account Executive

SEI is seeking an Account Executive to drive growth within the Independent Broker/Dealer channel. This role involves partnering with a senior Business Development professional to engage financial advisors, manage client relationships, and drive sales of SEI's solutions. You will be responsible for client acquisition, retention, and territory management.

• Serve as primary internal point-of-contact for current firms
• Lead client and account management in the Independent Broker/Dealer channel
• Coordinate with senior Business Development professional on territory strategy
• Proactively engage clients and prospective-clients to drive sales agendas
• Influence development and activation of advisor-client relationships
• Educate and persuade clients on SEI's suite-of-solutions