Teams at SEI

Drive new-business sales for SEI’s Wealth Platform across the UK wealth management market. Build executive relationships, generate leads, conduct consultative sales, manage procurement and decision-making processes, and close high-value outsourcing arrangements involving wealth technology, operations, or asset management. Provide market intelligence, coordinate with internal teams, and transition completed clients to relationship and service teams while managing relevant risks and regulatory responsibilities.

Develop stock selection signals, maintain models, research factors, enhance infrastructure, and assist in portfolio management while communicating findings.

Support SEI Wealth Platform sales in the UK by running technical demos, conducting discovery, responding to RFPs, building client relationships, and translating market requirements to product and solutions teams. Act as a client-facing subject-matter expert across front- and back-office wealth management processes to convert prospects into platform clients.