Senior Managing Director – Asset Management, Growth & Wealth Solutions

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

📋 Description

• Identify key opportunities to drive growth by utilizing SEI’s scale, technology, investment capabilities, data, and client relationships.

• Transform enterprise priorities into implementable commercial strategies, business cases, operating models, and quantifiable growth initiatives.

• Enhance existing client relationships and forge new connections with wealth managers, broker-dealers, banks, RIAs, wealth platforms, and strategic partners.

• Integrate capabilities across SEI to develop comprehensive solutions that go beyond individual products or business lines.

• Assess market trends, competitive positioning, client requirements, and evolving advisor expectations.

• Collaborate with senior leaders to prioritize, initiate, and expand enterprise growth initiatives.

• Define the progression of SEI’s wealth solutions strategy.

• Oversee the development and commercialization of integrated solutions that encompass investment management, tax management, custom models, retirement income, portfolio construction, technology, and advisor workflows.

• Design solutions focused on advisor adoption, client outcomes, and commercial viability.

• Formulate commercialization strategies across distribution channels and strategic partnerships.

• Establish a 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 holistic household wealth solutions.

• Create scalable customized models and tax-aware portfolios.

• Identify target markets, distribution strategies, commercial models, and economic frameworks.

• Make adoption a core aspect of solution design and commercialization.

• Ensure capabilities are intuitive, seamlessly integrated into advisor workflows, and easy to communicate and utilize with clients.

• Showcase measurable client value through financial metrics, basis points, adoption metrics, and other outcomes.

• Establish recurring proof-of-value mechanisms.

• Leverage adoption data, client feedback, and commercial outcomes to guide product improvements, cross-selling opportunities, and deeper client relationships.

⛳️ Requirements

• Extensive leadership experience in wealth management, asset management, investment solutions, enterprise strategy, product commercialization, or a related financial services field.

• Proven success in identifying growth opportunities and translating them into commercial strategies, scalable solutions, and measurable business outcomes.

• In-depth knowledge of the wealth management ecosystem, encompassing broker-dealers, banks, RIAs, wealth platforms, advisors, and strategic distribution partners.

• Experience in developing or commercializing investment, wealth, technology, data, or platform-based solutions.

• Familiarity with tax-aware investing, separately managed accounts, custom models, direct indexing, portfolio construction, and advisor workflows.

• Experience leading complex, cross-functional initiatives involving product development, investments, technology, sales, marketing, operations, finance, legal, risk, and compliance.

• Strong skills in business-case development, including market evaluation, commercial economics, operating model design, and success metrics.

• Executive presence with the capability to foster alignment and influence decisions across organizational boundaries.

• Well-established external relationships and the ability to represent SEI credibly with senior clients and strategic partners.

• Bachelor’s degree or equivalent experience is required; an advanced degree or relevant industry credentials are 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 options (medical, dental, vision, prescription, wellness, EAP, FSA).

• Life and disability insurance (premiums covered for base coverage).

• 401(k) match.

• Education assistance.

• Commuter benefits.

• Up to 11 paid holidays per year.

• 21 days of 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 thriving employee networks.

• Flexible work arrangements.