Managing Director, Head of Sales (IBD Channel).

Head Of Sales

SEI's Advisor business is growing the Sales and Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Head of Sales to lead the Independent Broker / Dealer (IBD) channel team. This role reports to the Head of the Advisor business and will be responsible for national strategy, go-to-market business planning and growth, revenue growth, and people and talent development in the IBD channel of SEI's Advisor business. In this high-profile role, this leader will oversee strategy, execution, and enterprise relationship growth across broker / dealers and their affiliated advisors, ensuring alignment with business growth objectives.

This is an ideal opportunity for an accomplished sales leader who is an agent for change, has deep understanding of the U.S. financial advisor business, and is passionate about amplifying organizational culture and engagement.

This role is SEI Headquarters based in Oaks, Pennsylvania.

What You Will Do :

Lead national sales strategy and go-to-market business planning and growth for the IBD Sales and Client Team.

Develop, own, and optimize the national IBD channel strategy, including segmentation, value propositions, coverage models, and 1224-month growth plans.

Manage and represent annual revenue and pipeline targets with responsibility to forecast with precision and drive performance to plan.

Identify new distribution opportunities and expand wallet share within existing broker / dealers.

Build, lead, and coach a team of managers, external field sellers, and sales Account Executives.

Instill a rigorous operating cadence for pipeline reviews and business reviews with a focus on providing proactive sales and leadership coaching and development.

Champion client voice by translating market needs into clear requirements for product, platform, and service teams; validate fit and ROI.

Represent SEI at industry conferences, panels, and councils and elevate SEI's thought leadership in the IBD ecosystem.

Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth and implement data-driven sales management : dashboards for pipeline health, conversion, cycle time, and margin.

Partner closely with Head of Sales for the RIA channel to ensure alignment across SEI's Advisor sales channels, share best practices, and drive integrated growth strategies.

Contribute to the overall leadership and strategy of the Advisor business, both within and outside of the Sales organization, by collaborating closely with Marketing, Service, Product, and Operations teams to deliver integrated go-to-market strategies, seamless client experiences, and alignment on growth objectives.

Manage the business of the IBD channel, including but not limited to :

Quota / goal-setting and compensation modeling. Budget management, including marketing, travel and entertainment. Team recruitment, staffing, knowledge / training and job satisfaction / progression. Management-level execution and problem resolution. Change management and ability to lead transformation.

What We Need From You :

A minimum of 10 years of progressive experience in asset / wealth management, fintech / custody platforms, or related financial services client sales.

Deep familiarity with the IBD channel, including home-office decision processes, product shelf architecture, advisor practice models, and platform integrations.

Bachelor's degree in Business, Finance, Economics or in a related field, or equivalent experience.

Advanced degree, specifically in business administration, strategic management or organizational leadership, preferred.

Current NASAA Series 65 or Series 66 license to qualify as an investment advisor representative (IAR), or ability to obtain within 90 days.

Strong executive presence with the ability to influence senior stakeholders and negotiate balanced, durable agreements.

Commercial acumen across pricing, margins, and P&L drivers; comfort with data-driven management and forecasting.

Excellent communication skills; adept at translating technical platform capabilities into business outcomes for diverse audiences.

Established success in leading a team and both recruiting and developing talent, with a keen passion for employee engagement and growth.

Track record of innovation and cross-functional collaboration.

This position includes national strategy management and execution, and up to 40% travel potential.

Please be aware that SEC Rule 206(4)-5 "Political Contributions by Certain Investment Advisers" (the "Rule") may place certain restrictions on certain subsidiaries of SEI as a result of your past and future political contributions. Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI's current or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request, will be cause for your rejection or dismissal from employment.

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.

AI Acceptable Use In The Application And Interview Process :

SEI 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.