Lead business development and territory strategy for firms in the Independent Broker/Dealer channel, acquiring, onboarding, and activating advisor clients while growing assets and relationships. Analyze market opportunities, generate and manage leads, and present SEI’s custody, technology, asset management, and business solutions to support sales and client engagement.
The Client Services Specialist will act as the primary point of contact for investment manager clients, managing the administrative servicing and launch of Collective Investment Trusts. They will also coordinate project plans, facilitate product development discussions, and ensure compliance with regulatory standards.
The manager will oversee daily accounting operations for mutual funds, CITs, and ETFs while serving as the primary contact for clients. They are responsible for team leadership, performance management, and ensuring the accuracy of financial reporting and NAV calculations.
Provide expert consultation and coaching to independent advisory firms on talent strategy, organizational design, and leadership development. Create scalable resources and curriculum to help firms build high-performing teams and integrate AI-enabled tools into their workflows.
The Program Manager will provide expert growth consulting and coaching to independent advisory firms while serving as the dedicated Practice Management Liaison for Stratos Wealth Partners. They will coordinate SEI's resources to support partner growth and act as a strategic thought leader in the wealth management industry.
The Director will drive asset growth and revenue by promoting investment solutions across RIA and broker-dealer channels. They will cultivate new relationships with key decision-makers and collaborate with internal teams to execute go-to-market strategies.
The supervisor acts as an intermediary between funds and investment managers, serving as the official record keeper and performing reconciliations of Net Asset Values. They are also responsible for training and supervising accounting analysts while ensuring compliance with GAAP standards and government regulations.
