Senior Managing Director of Asset Management, Growth & Wealth Solutions

Job description

SEI is seeking a senior leader to identify, develop, and commercialize growth opportunities across its wealth and asset management businesses. This individual will connect enterprise strategy, wealth solutions, investment capabilities, technology, product development, distribution, and advisor adoption to create differentiated solutions and accelerate sustainable growth. The role will initially focus on high-priority strategic initiatives, including the continued evolution of SEI’s wealth solutions and tax-aware investment capabilities. Its scope may expand over time as enterprise priorities and market opportunities evolve. What You’ll Do : Drive Enterprise Growth Strategy Identify significant opportunities to accelerate growth by leveraging SEI’s scale, technology, investment capabilities, data, and client relationships. Translate enterprise priorities into actionable commercial strategies, business cases, operating models, and measurable growth initiatives. Identify opportunities to expand existing client relationships and establish new relationships with wealth managers, broker-dealers, banks, RIAs, wealth platforms, and other strategic partners. Connect capabilities across SEI to create integrated solutions that extend beyond individual products or business lines. Evaluate market developments, competitive positioning, client needs, and changing advisor expectations to identify areas where SEI can create differentiated value. Partner with senior leaders to prioritize, launch, and scale enterprise growth initiatives. Shape and Commercialize Wealth Solutions Help define the evolution of SEI’s wealth solutions strategy by translating investment, technology, and data capabilities into solutions that address meaningful advisor and investor needs. Lead the development and commercialization of integrated solutions spanning investment management, tax management, custom models, retirement income, portfolio construction, technology, and advisor workflows. Design solutions around advisor adoption, client outcomes, and commercial viability. Identify opportunities to embed SEI capabilities into the advisor experience, reducing friction, simplifying decision-making, and increasing utilization. Develop commercialization strategies that extend SEI capabilities across multiple distribution channels and strategic relationships. Advance Tax-Aware and Customized Investing Help define SEI’s strategy for tax-aware and customized investment solutions as an increasingly important component of wealth management. Connect tax intelligence, custom models, separately managed accounts, direct indexing, asset location, tax harvesting, portfolio construction, and retirement income into a broader household wealth solution. Develop scalable approaches to customized models and tax-aware portfolios that serve advisors, enterprise clients, and end investors. Identify opportunities to combine SEI’s investment capabilities, technology, data, and household-level intelligence to create differentiated solutions. Establish target markets, distribution approaches, commercial models, and economics required to scale these capabilities. Drive Adoption and Client Outcomes Make adoption a core component of solution design and commercialization. Ensure new capabilities are intuitive, integrated into advisor workflows, and easy to explain and use with clients. Develop approaches to demonstrate measurable client value through dollars, basis points, adoption measures, and other client-relevant outcomes. Create recurring proof-of-value mechanisms that help advisors and enterprise clients demonstrate the impact of SEI solutions over time. Use adoption data, client feedback, and commercial results to inform product enhancements, cross-sell opportunities, and deeper client relationships. What We Need From You: Significant leadership experience in wealth management, asset management, investment solutions, enterprise strategy, product commercialization, or a related financial-services discipline. Demonstrated success identifying growth opportunities and translating them into commercial strategies, scalable solutions, and measurable business results. Deep understanding of the wealth management ecosystem, including broker-dealers, banks, RIAs, wealth platforms, advisors, and strategic distribution partners. Experience developing or commercializing investment, wealth, technology, data, or platform-based solutions. Knowledge of tax-aware investing, separately managed accounts, custom models, direct indexing, portfolio construction, and advisor workflows. Experience leading complex, cross-functional initiatives involving product, investments, technology, sales, marketing, operations, finance, legal, risk, and compliance. Strong business-case development skills, including market assessment, commercial economics, operating-model design, and measures of success. Executive presence and the ability to build alignment and influence decisions across organizational boundaries. Strong external relationships and the ability to represent SEI credibly with senior clients and strategic partners. Bachelor’s degree or equivalent experience required; advanced degree or relevant industry credentials preferred. The base salary range for this position is expected to be between $300,000 and $350,000 with additional bonus incentives. 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, 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. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire. 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 .