Program Manager II, Practice Management Consultant

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 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 growth-focused practice management topics • Serve as SEI’s subject matter expert on organic growth for advisory firms • Develop points of view, frameworks, and best practices for advisors • Conduct business audit reviews and growth assessments • Provide customized recommendations translating strategy into execution • Leverage and deliver presentations, workshops, and training sessions • Collaborate with Practice Management Consultants across growth, scale, and transition pillars • Contribute articles, webinars, podcasts, and other educational content • Serve as dedicated Practice Management Liaison and primary day-to-day contact for Stratos advisors, Relationship Managers, and leadership • Represent SEI Practice Management and its capabilities to Stratos • Coordinate consultants, tools, programs, and resources for Stratos advisors • Own the strategy and execution of SEI’s long-term support for Stratos • Represent Stratos advisor needs, feedback, and priorities within SEI • Partner with Advisor Services, Sales, Relationship Management, and Marketing teams • Travel to support Stratos advisors, events, presentations, and leadership meetings

🎯 Requirements

• Minimum 5 years of experience helping financial advisors grow their businesses through consulting, coaching, practice management, marketing, business development, or leadership roles • Deep expertise in organic growth strategies for advisory firms, including business planning, ideal client persona development, value proposition and messaging, referral strategy, and marketing • Strong understanding of the independent advisor and RIA landscape and sustainable, profitable growth drivers • Proven track record of successful growth outcomes for advisory firms and their staff • Exceptional relationship-management skills • Exceptional written and verbal communication skills • Experience with face-to-face, in-person and virtual presentations, live video, recorded video, phone, and email • Ability to translate high-level growth strategies into practical, actionable advice and plans • Ability to influence without authority across SEI and Stratos organizations • Willingness to travel up to 25% of the time • Prior experience as a relationship manager, liaison, or embedded consultant for a large advisory firm, RIA, or partner organization • Experience within a hybrid/independent advisor platform, broker-dealer, or large RIA • Marketing, brand, or business development background applied to financial services • Experience designing educational content, playbooks, or decision frameworks • Proficiency in analyzing business data and metrics • Professional certifications such as CFP®, CIMA®, or CEPA® are advantageous but not mandatory • Ability to embody SEI Values of courage, integrity, collaboration, inclusion, connection, and fun

🏖️ 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, and 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