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Director of Portfolio Advisory Services

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
October 25, 2022

Independent Advisor Solutions by SEI (IAS) is a strategic business of SEI's that delivers technology and investment solutions that provide a unified, digital wealth management experience for independent financial advisors and their clients. The integration of technology, investment flexibility, custody services and practice management tools connects advisors to their clients and empowers confident decision-making for their financial futures. We have been serving the independent financial advisor market for nearly 30 years, and work with over 7,500 advisors, supporting approximately $95.7 billion in advisors' total platform assets, which includes $82.0 billion in assets under management (as of September 30, 2021).

IAS is seeking an experienced professional as its new Director of Portfolio Advisory Services. You will lead a team of dedicated professionals that provide:

1) Consultative end-client case analysis & support for accounts with $1M or more in investable assets;

2) Investment, tax, and wealth planning support for Advisors and colleagues on our Sales & Engagement teams;

3) Advisor and end-client engagement through virtual/in-person meetings, and at conferences.

The Director of Portfolio Advisory Services leads a critical team that supports Financial Advisors with portfolio analysis and consulting services. These services typically are provided to our largest clients and will include analyzing models and client portfolio holdings, portfolio design, and the recommendation of appropriate solution sets. The Director of Portfolio Advisory Services oversees processes and services with significant business impact, sometimes involving cross-functional teams.

What you'll do:

- Manage the team's day-to-day activities and provide reporting on activity and impact

- Lead the design and ultimate deployment of tools to help drive more efficient team operations

- Serve as a subject matter expert and stay current on all aspects of IAS Investment Solutions

- Serve as an IAS liaison to SEI's Investment Management division, fully leveraging internal asset management capabilities to meet the varied needs of Advisors and their end-clients

- Actively engage with financial advisors to support business development initiatives and client prospecting efforts

- Contribute to unit-wide initiatives that require your team's input (creation of marketing collateral, evaluation of effectiveness of existing resources, etc.)

- Maintain a working knowledge of the SEI Market View, our outlook for returns (CMAs), Investment Philosophy and approaches to asset allocation and portfolio construction

What you bring to the table:

You have:

- 10+ years of investment experience, including elements of both investment research/analysis & client interaction

- Management experience and the ability to lead without leaning on hierarchy/title (strongly preferred)

- Strong investment acumen, particularly related to asset allocation and portfolio construction

- Excellent communication and proven presentation skills, both in one-on-one interactions and group presentations, effectively communicating the value IAS provides clients from an investment solution and service perspective

- A CFP, CFA or advanced degree in a relevant field (preferred)

- A Series 65

You are:

- Collaborative in your approach to leadership, work and problem-solving

- Experienced with investment software/platforms FactSet, Morningstar, and Bloomberg

- Familiar with a wide range of asset classes and investment strategies in both public and private markets

- Credible and able to lead a team of senior professionals in serving as the primary investment resources for clients

- Able to communicate complicated concepts clearly and comfortable presenting to clients and larger audiences

- Able to identify client concerns and objectives and to work collaboratively to address them

- Highly organized with strong attention to detail

- Willing to work in an open-office environment

SEI is an Equal Opportunity Employer and so much more...

After 50years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.