SEIC

Institutional Sales Leader (OCIO & Outsourced Investment Solutions) – North American Institutional Team

United States · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerSEIC
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted28 Jul 2026

SEI, a leading provider of institutional fiduciary management and OCIO solutions globally, is seeking a senior Institutional Sales Leader to drive growth across our OCIO and broader institutional investment solutions platform.

This is a management role responsible for both direct sales execution and team leadership, focused on expanding SEI’s presence among large institutional investors across the United States, including Endowments, Foundations, Healthcare Systems, Defined Benefit Plans, and Taft-Hartley Plans.

This position reports to the Head of North American Institutional and is a key member of the North American Institutional Leadership Team.

What You’ll Do:

Business Development & Revenue Generation

Lead new business development efforts, originating and closing institutional mandates across OCIO and non-OCIO offerings (e.g., advisory, implementation, asset management solutions)
Build and deepen relationships with CIOs, investment committees, boards, and senior executives
Direct sales strategy with full accountability for pipeline development, conversion, and revenue generation
Execute complex, consultative sales processes, including RFPs, finalist presentations, and board-level decision cycles
Develop tailored value propositions aligned to client governance models, investment objectives, and long-term missions

Show full description

Player/Coach Leadership

Serve as a senior mentor and coach to a team of institutional sales professionals, providing guidance on pipeline strategy, deal execution, and client engagement
Partner with leadership to set sales strategy, coverage models, and go-to-market priorities
Act as a thought leader within the team, sharing best practices and elevating overall sales effectiveness
Support talent development, including onboarding, coaching, and ongoing performance feedback

Strategic Collaboration

Work cross-functionally with investment, portfolio management, consultant relations, marketing, and client service teams
Collaborate with subject matter experts to position SEI’s full suite of capabilities, including custom OCIO, open architecture implementation, and specialized investment solutions
Engage effectively with OCIO search consultants, understanding their influence on buyer criteria, process timelines, and selection outcomes

Market Leadership & Expertise

Maintain deep expertise in institutional market trends, competitive positioning, and evolving client needs
Represent SEI externally through industry events, conferences, and thought leadership initiatives
Continuously refine messaging around SEI’s differentiated approach to outsourced investment management and partnership models

What We Need from You:

A minimum of 15 years of institutional asset management experience, with a significant focus on business development and sales leadership
Demonstrated success selling OCIO/fiduciary management and/or institutional investment solutions
Proven track record of originating and closing large, complex mandates with sophisticated institutional clients
Experience operating in a player/coach capacity, leading teams while maintaining an individual production goal
Deep relationships within the Endowment & Foundation and broader institutional marketplace
Extensive experience engaging with:

Investment committees and boards
Internal investment teams and CIOs
OCIO search consultants and intermediaries

Strong understanding of consultative sales methodologies and long-cycle institutional sales processes
Bachelor’s degree required; advanced degree and/or CFA preferred

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.

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.