SEI · 4 days ago
Director, Practice Management Consultant (Tech and Operations)
Oaks, PA
Full-time
Hybrid
Mid, Senior Level
5+ years expSEI is a leading global provider of investment processing, management, and operations solutions, seeking a results-oriented Practice Management Consultant. This role focuses on helping advisory firms scale through technology and operational systems, providing expert consultation and developing resources to enhance their practices.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Provide expert consultation, coaching, and education to independent advisory practices on scale-focused practice management topics, including optimizing their tech stack, building and operationalizing workflows, delivering consistent client experience, driving engagement and adoption within the team, and more
Be an integral, expert resource to help SEI attract and onboard mid-to-large and growing advisory firms ($500M+)
In close partnership with SEI’s technology and operations training, adoption, and integration teams, ensure seamless onboarding for advisory firms, and ongoing scale of SEI’s clients
Conduct thorough assessments of technology and/or scale opportunities, risks, and readiness, and offer actionable and customized recommendations
Develop and deliver engaging content including presentations, workshops, and training sessions to advisors and their teams on scale-focused and related practice management topics
Create scalable resources, tools, and educational content to help advisors plan for and execute scale as they grow organically and inorganically
Build and manage strategic partnerships with external scale-focused experts, consultants, technology, and service providers to deliver additional value to advisors
Direct and manage special projects on the Advisor Services Team related to scale-focused strategies
Act as a thought leader by contributing articles, webinars, and other educational content on advisor transition
Qualification
Required
A minimum of 5 years of experience helping financial advisors grow, scale, and transition their businesses through roles in consulting, coaching, practice management, or leadership within advisory firms
First-hand experience scaling businesses, ideally advisory businesses
Deep understanding of the independent advisor and RIA landscape, including technology and operational best practices
Exceptional communication skills, both written and verbal, with an ability to present complex topics in a clear, confident, and compelling way
Experience in multi-channel communication mediums, including individual face-to-face interactions, in-person and virtual one-to-many presentations, live video, recorded video, phone and email
Proven track record of driving successful scale and positive outcomes for advisory firms and their staff
Strategic thinker with the ability to translate high-level strategies into practical, actionable advice and plans
Highly collaborative, entrepreneurial, and growth minded
Willingness to travel up to 25% of the time to support advisor events, presentations, and relationship management efforts
Preferred
Professional certifications (i.e., CFP®, CIMA®, CEPA®) are advantageous but not mandatory
Experience designing educational content, playbooks, or decision frameworks to support advisor business transitions
Proficiency in analyzing business data and metrics to inform approach to scale
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
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
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2026-01-09
2025-12-04
Company data provided by crunchbase