Director, Practice Management Consultant (Tech and Operations)

SEI•Upper Providence Township, PA

2d•Hybrid

About The Position

SEI’s Wealth business is seeking a results-oriented Practice Management Consultant to specialize in helping advisory firms gain and maintain scale—capacity and efficiency—through technology and operational systems. This analytical thinker will be responsible for helping to build and evolve SEI’s Practice Management “scale” function—alongside the “growth” and “transition” functions—and is willing and able to ideate, experiment, and execute solutions that deliver actionable advice and resources to financial advisory firms. We’re looking for an individual who is an expert in all areas of the wealth technology stack, helping firms create and operationalize processes and workflows, developing and enhancing service models to deliver value and support a healthy and profitable business—with a track record of helping advisors and their team make informed decisions and take confident action. This practice management role is tailored for individuals deeply enthusiastic about the independent advisor profession, committed to ongoing learning, and able to leverage their expertise in advisor technology and operations to drive meaningful outcomes within advisory practices. An ideal candidate possesses a background as a financial advisor, COO, business owner, or consultant with substantial real-world experience in helping service businesses scale, and is experienced and networked in the wealth management industry. They are well versed in the wealth tech ecosystem and operational best practices within advisory firms, with a proven history of consulting for independent advisor firms of all sizes, both small ($100M+) and large firms ($2B+ AUM). They are excited to expand our practice management advice and resources to support scalable growth. This role is SEI Headquarters based in Oaks, Pennsylvania—and a remote role is possible—and requires up to 25% travel.

Requirements

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.

Nice To Haves

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.

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.