Program Manager II, Practice Management Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver expert consultation, coaching, and education to independent advisory practices focusing on growth-centric practice management topics.

• Act as SEI’s subject matter authority on organic growth for advisory firms.

• Create viewpoints, frameworks, and best practices for advisors.

• Perform business audit reviews and growth evaluations.

• Offer tailored recommendations that convert strategy into action.

• Utilize and deliver presentations, workshops, and training sessions.

• Work in collaboration with Practice Management Consultants across growth, scale, and transition areas.

• Contribute to articles, webinars, podcasts, and other educational initiatives.

• Function as the dedicated Practice Management Liaison and primary daily contact for Stratos advisors, Relationship Managers, and leadership.

• Represent SEI Practice Management and its offerings to Stratos.

• Organize consultants, tools, programs, and resources for Stratos advisors.

• Oversee the strategy and implementation of SEI’s long-term support for Stratos.

• Advocate for Stratos advisor needs, feedback, and priorities within SEI.

• Collaborate with Advisor Services, Sales, Relationship Management, and Marketing teams.

• Travel to support Stratos advisors, events, presentations, and leadership meetings.

⛳️ Requirements

• At least 5 years of experience assisting financial advisors in growing their businesses through consulting, coaching, practice management, marketing, business development, or leadership roles.

• Extensive expertise in organic growth strategies for advisory firms, encompassing business planning, ideal client persona development, value proposition and messaging, referral strategy, and marketing.

• Strong comprehension of the independent advisor and RIA landscape, along with sustainable and profitable growth drivers.

• Demonstrated success in achieving growth outcomes for advisory firms and their personnel.

• Excellent relationship-management capabilities.

• Outstanding written and verbal communication skills.

• Experience with face-to-face, in-person, and virtual presentations, including live video, recorded video, phone, and email communication.

• Ability to convert high-level growth strategies into practical, actionable advice and plans.

• Capability to influence without authority within SEI and Stratos organizations.

• Willingness to travel up to 25% of the time.

• Previous 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.

• Background in marketing, branding, or business development applied to financial services.

• Experience in designing educational content, playbooks, or decision frameworks.

• Skilled in analyzing business data and metrics.

• Professional certifications such as CFP®, CIMA®, or CEPA® are beneficial but not required.

• 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 options including medical, dental, vision, prescription, wellness, EAP, and FSA.

• Life and disability insurance, with premiums covered for base coverage.

• 401(k) matching.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays annually.

• 21 days of PTO each 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.