Program Director, Practice Management Consultant

Job not on LinkedIn

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $150k - $250k / year

⏰ Full Time

🔴 Lead

📋 Program Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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SEI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

🏢 Enterprise

Finance • Fintech • Enterprise

SEI is a company that delivers technology and investment solutions aimed at connecting the financial services industry. It provides services in investment processing, operations, and asset management, working with corporations to drive financial growth and change. SEI is also committed to diversity, equity, and inclusion, and seeks dynamic talent to join its diverse teams. The company has a range of career opportunities, including early career and entry-level positions, across its operations in the U. S. , U. K. , and Ireland.

📋 Description

• Provide expert consultation, coaching, and education to independent advisory practices on talent-focused practice management topics • Help advisory firms evolve talent strategy for a digital and AI-native world • Coach firm leaders on talent and productivity as strategic investments, including return on talent, workforce planning, capacity, and compensation decisions • Help SEI attract and onboard mid-to-large and growing advisory firms by demonstrating how talent strategies drive business results • Assess firms’ talent, leadership, organizational, and cultural strengths, gaps, and readiness • Offer actionable and customized recommendations • Develop and deliver presentations, workshops, and training sessions • Create scalable resources, tools, playbooks, frameworks, and educational content • Build curriculum for next-generation advisors, operations leads, and firm leaders • Lead and grow the SEI Next Gen Community • Partner with SEI’s People and Culture team on talent best practices, behavioral assessments, leadership tools, and organizational effectiveness frameworks • Collaborate with internal and external stakeholders to connect talent with hiring advisory firms at scale • Partner with Practice Management Consultants across growth, scale, and transition pillars • Build and manage partnerships with external talent experts, consultants, coaches, assessment providers, and service providers • Direct and manage talent, workforce development, and culture-focused special projects • Contribute articles, webinars, podcasts, and other educational content as a thought leader • Travel up to 20% according to the role description, with the requirements section stating up to 25%

🎯 Requirements

• Minimum of 7 years of experience helping financial advisors and/or professional service firms grow, scale, and strengthen their businesses through talent management, human resources, organizational development, coaching, consulting, practice management, or leadership roles • Deep expertise across the full employee lifecycle, including workforce planning, recruiting, onboarding, performance management, leadership development, compensation design, succession planning, engagement, and retention • Working knowledge of AI, automation, and digital tools reshaping roles, workflows, and productivity within professional service and advisory firms • Ability to measure ROI, align compensation with outcomes, and connect people decisions to enterprise value • First-hand experience building, leading, and developing high-performing teams • Deep understanding of the independent advisor and RIA landscape • Experience designing and facilitating leadership development programs, team workshops, and educational experiences • Exceptional written and verbal communication skills • Experience with face-to-face interactions, in-person and virtual presentations, live video, recorded video, phone, and email • Proven track record of successful team-building, leadership effectiveness, engagement, retention, and cultural outcomes • Ability to translate high-level talent strategies into practical, actionable advice and plans • Passion for developing next-generation advisor and operations talent • Highly collaborative, entrepreneurial, and growth minded • Willingness to travel up to 25% of the time • Professional certifications such as SHRM-CP, SHRM-SCP, SPHR, Gallup Certified Strengths Coach, DISC Certification, ICF Coaching credentials, CFP®, CIMA®, or CEPA® are advantageous but not mandatory • Experience designing educational content, curriculum, playbooks, or decision frameworks • Experience helping firms adopt AI-enabled tools, redesign workflows, or build digital-first operating models • Experience building and leading peer communities, mentorship programs, or leadership academies • Familiarity with compensation benchmarking, career pathing frameworks, productivity metrics, and organizational design • Proficiency in analyzing people metrics, productivity data, and organizational performance data • Ability to embody SEI Values of courage, integrity, collaboration, inclusion, connection, and fun • May be required to complete a questionnaire regarding political contributions under SEC Rule 206(4)-5

🏖️ Benefits

• Comprehensive care for physical and mental well-being • Strong retirement plan • Tuition reimbursement • Support for working parents • Flexible Paid Time Off (PTO) • Healthcare: medical, dental, vision, prescription, wellness, EAP, FSA • Life and disability insurance, with premiums paid for base coverage • 401(k) match • Education assistance • Commuter benefits • Up to 11 paid holidays per year • 21 days PTO per year, pro-rated for new hires, increasing over time • Paid parental leave • Back-up childcare arrangements • Paid volunteer days • Discounted stock purchase plan • Investment options • Access to employee networks • Additional incentive compensation opportunities