Director, Practice Management Consultant (Tech and Operations)

SEI

3 months ago

3.3 on Glassdoor

Oaks, PA

Hybrid

Full Time

Senior

0 applicants

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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.

Skills

Qualifications

CFPCIMACEPA

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.