Onsite Director, Institutional Sales – Endowments & Foundations

Posted 2 hours ago

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About the role

  • Regional Director responsible for selling SEI’s OCIO solution to Large Institutional Investors. Focused on Endowments and Foundations throughout the United States.

Responsibilities

  • Develop new institutional relationships in the Endowment and Foundation Market
  • Manage a territory with responsibility for lead generation, follow-up and management of sales activities from introduction to implementation
  • Develop sales strategies and execute collaboratively with other experts on SEI’s Institutional Investor team
  • Facilitate and promote teamwork efforts in the achievement of sales goals
  • Become well versed on new products / services and other general information of interest to clients
  • Maintain the sales contact management system on a continuing basis

Requirements

  • A minimum of five years institutional asset management experience preferred, with direct experience serving Endowments and Foundations
  • Prior sales and/or relationship management experience with demonstrated conceptual sales skills
  • Extensive knowledge of the institutional marketplace and competitive advantages of a fiduciary management / OCIO solution, specifically as applied to the Endowment and Foundation landscape
  • History of meeting with and articulating a value proposition to sophisticated investors, including investment committees, staff investment offices, and boards
  • Demonstrated knowledge of the role OCIO search consultants play in institutional sales processes, including how they influence buyer behavior, evaluation criteria, timelines, and outcomes
  • Prior experience participating in sales processes led by OCIO search consultants
  • Demonstrated ability to successfully manage a consultative sales process

Benefits

  • 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
  • discounted stock purchase plan
  • investment options
  • access to thriving employee networks

Job title

Director, Institutional Sales – Endowments & Foundations

Job type

Experience level

Lead

Salary

$150,000 - $200,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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