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SEI INVESTMENTS COMPANY Executive Vice President - Asset Management in Oaks, Pennsylvania

Reference #: SEI1GLOBALR0028453EXTERNALENGLOBAL Company Overview:

Founded in 1968, SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing and operations, technology, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets-for growth today and in the future. As of Sept. 30, 2023, SEI manages, advises, or administers approximately $1.3 trillion in assets.

SEI believes outcomes are more than investment returns, and our clients' goals are a critical benchmark on which we measure success.SEI's goals-based advice, customized wealth management solutions, and outsourced investment management programs connect clients to financial well-being, purpose, and confident decision-making.

Our Asset Management solutions include;

SEI's Independent Advisor business delivers technology and investment solutions that provide a personalized wealth management experience for financial intermediaries 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. Serving financial intermediaries for more than 30 years, SEI's Advisor business provides customized strategic partnerships that champion advice and enable business efficiency.

SEI Private Wealth Management unit helps individuals and families make better wealth decisions. SEI's proprietary discovery process helps clients identify, articulate, and prioritize their wealth goals to get to the heart of what matters most. The company then connects progress to quantitative data-like cash flow, assets, and liabilities-to build organization, clarity, and confidence in decision-making.

SEI's Investment Management unit utilizes a manager-of-managers approach, this unit serves each SEI business unit to manage our clients' assets.

SEI's Institutional business provides clients with a variety of solutions aligned with their investment implementation preferences. As one of the first and largest providers of outsourced investment management services, SEI's Outsourced CIO (OCIO) platform supports institutional investors who delegate investment management decisions through a flexible implementation model. SEI unbundles its OCIO services to support internal investment teams, providing access to SEI's technology, alternative investment products, advice, automated investment processing, and powerful portfolio intelligence.

The Position

Position Title: Executive Vice President - Asset Management

Reports to:

Ryan Hicke, Chief Executive Officer

Location:

Oaks, PA

Position Summary:

Within our three pillars of Technology, Asset Management, and Investment Operations, SEI has a goal of driving significant revenue and margin growth over the next 3-5 years. A key contributor in achieving this objective is the continued growth of its Asset Management business. SEI is looking for an Executive Vice President of Asset Management who will collaborate with the CEO in setting, and driving, the organizational vision for our asset management strategy, and working in partnership across the organization with other leaders. We are looking for an individual who can expand our current footprint, attack new segments, and manage a large existing business. Overseeing a team of approximately 1,000 employees, the individual will act as a transformational leader, dedicated to strategic change and will be responsible for translating this strategy into actionable steps for growth, implementing organization-wide goal setting and measuring for success in all operational areas. Key success measures include profitability, growth, and organizational performance as well as retention and satisfaction measures for both clien s and associates.

Key Responsibilities: Acting member of SEI's Executive Committee Lead the strategy, revenue growth and profitability across the Asset Management Groups including: US and Canada, Institutional and Wealth Solutions and Independent Advisor Solutions units. The Chief Investment Officer and Chief Investment Product Officer also report to this individual Head of SEI's Distribution Company Lead continued innovation of services, team structure and leverage technology to serve a diverse set of clients as the marketplace continues to evolve amid changing customer demands Drive strategy and solution adoption across the breadth of clients and increase sales penetration in new, emerging segments Oversee expense management and ensure core client commitments are delivered Create a scalable and repeatable process inside SEI to cultivate asset management innovation and new business ideas that drive top line growth, productivity or increased profitability Serve as a credible leader to the industry and internally - understanding the core drivers of SEI's Asset Management business and indicators of success

The Person:

Qualifications and Experience: BSc/BA in Finance or a related field; MBA or other relevant graduate degree is a plus. Asset Management/Investment Experience: prior experience in an executive leadership position in the asset management or wealth management industry Scale and complexity: the ideal candidate will have served in a leadership capacity in a complex, multi-faceted and dynamic firm. Demonstrated experience partnering with an executive leadership team to evolve as we encounter new opportunities and industry change.

Leadership Capabilities Integrity and Ethics: must operate with the highest of integrity and ethics in all areas of business practice and personal life, leading by example. High Energy and Inspirational Leader: capable of leading through a corporate-wide transformation, leading an organization's asset management division through people, process and systems upgrades. Demonstrated ability to implement a high performance culture across an organization. Establishes a Clear Vision and Strategy: seeks to create sustainable long-term value for our company. Develops a clear vision for the future and communicates that vision in a way that creates clarity and inspires action. Hands-on Leadership Style: leads by "doing". Proven talent developer and talent attractor. Demonstrated ability to lead a global function and implement programs which attract and develop talent and organizational capabilities. Team oriented and Collaborative Business Partner: proven track record of successfully working as a business partner with a top management team; builds trusting and effective relationships with leaders across the enterprise. Strong Communicator: a confident business person who is professionally assertive, but a listener first. A credible communicator that gains the confidence of key stakeholders (internal and external). Strong collaboration skills: which lead to the ability to identify meaningful new opportunities and to demonstrate joint accountability for organizational success with peers. Transforms Strategy into Action: translates strategies into tactics and effectively mobilizes resources to achieve intended results.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexi

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