Senior Managing Director – Asset Management, Growth & Wealth Solutions

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $300k - $350k / year

⏰ Full Time

🟠 Senior

📈 Growth Marketing

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• 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 • Expand existing client relationships and establish new relationships with wealth managers, broker-dealers, banks, RIAs, wealth platforms, and strategic partners • Connect capabilities across SEI to create integrated solutions beyond individual products or business lines • Evaluate market developments, competitive positioning, client needs, and changing advisor expectations • Partner with senior leaders to prioritize, launch, and scale enterprise growth initiatives • Define the evolution of SEI’s wealth solutions strategy • Lead 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 • Develop commercialization strategies across distribution channels and strategic relationships • Define strategy for tax-aware and customized investment solutions • Connect tax intelligence, custom models, separately managed accounts, direct indexing, asset location, tax harvesting, portfolio construction, and retirement income into household wealth solutions • Develop scalable customized models and tax-aware portfolios • Establish target markets, distribution approaches, commercial models, and economics • Make adoption central to solution design and commercialization • Ensure capabilities are intuitive, integrated into advisor workflows, and easy to explain and use with clients • Demonstrate measurable client value through dollars, basis points, adoption measures, and other outcomes • Create recurring proof-of-value mechanisms • Use adoption data, client feedback, and commercial results to inform product enhancements, cross-sell opportunities, and deeper client relationships

🎯 Requirements

• 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 ability to build alignment and influence decisions across organizational boundaries • Strong external relationships and 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

🏖️ 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 (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, increasing over time • paid parental leave • back-up childcare arrangements • paid volunteer days • discounted stock purchase plan • investment options • access to thriving employee networks • flexible work arrangements