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
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
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