Director, Practice Management Consultant (Tech and Operations)

SEI (1 month ago)

HybridFull TimeSenior$122,358 - $163,787 (estimated)Professional Services

About this role

A Practice Management Consultant at SEI specializes in helping independent financial advisory firms increase scale and efficiency through technology and operational systems. The role focuses on building SEI’s Practice Management function to deliver actionable advice, resources, and scalable solutions to advisors of varying sizes. The position is part of SEI’s Wealth business and works closely with internal teams to support advisor onboarding and growth.

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Required Skills

Practice Management
Wealth Technology
Operational Workflows
Client Onboarding
Consulting
Project Management
Training Delivery
Presentation Skills
Data Analysis
Partnership Management

+2 more

Qualifications

CFP
CIMA
CEPA

About SEI

seic.com

SEI is a global provider of technology and investment solutions serving financial institutions, wealth managers, asset managers, corporations and affluent families. The firm offers outsourced investment management and administration, investment processing and operations, and integrated technology platforms for portfolio management, reporting and client servicing. By combining proprietary software, operational outsourcing and investment expertise, SEI helps clients scale, streamline operations, enhance reporting and manage risk and compliance. Clients choose SEI for its customizable, end-to-end solutions and industry experience across global markets.

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