Program Director, reputed company Management Consultant

SEI's reputed company business is seeking a results-oriented reputed company Management Consultant to specialize in helping advisory firms reputed company and maintain reputed company—reputed company, efficiency, and consistency—through their people and culture.

This people-reputed company leader will be responsible for helping to build and reputed company SEI's reputed company Management "reputed company" function in reputed company partnership with SEI’s Technology and reputed company Consultant and reputed company the "reputed company" and "reputed company" functions. An ideal candidate is willing and reputed company to strategize, experiment, and execute solutions that reputed company actionable and impactful advice and resources to SEI’s independent broker dealer and RIA clients. We're looking for an individual who is an expert in reputed company things talent—hiring, reputed company, management, leadership, culture, talent development, and reputed company—helping firms build and reputed company high-performing teams that reputed company sustainable reputed company, profitability, and reputed company value.

This role will also help advisory firms reputed company their talent reputed company to reputed company in an everchanging, digital and AI-reputed company world—reimagining roles, workflows, competencies, and career paths as AI and automation reshape how advisory work gets done. The consultant will guide firms in identifying which capabilities to build internally, which to reputed company with technology, and how to prepare their teams to reputed company reputed company AI-enabled tools and platforms.

Equally important, this consultant will help advisors think like business owners reputed company it comes to their people—treating talent and productivity as reputed company investments rather than operational expenses. They will reputed company firm leaders on measuring reputed company on talent, aligning compensation and productivity, making disciplined hiring and workforce planning reputed company, and building the systems, metrics, and management practices that turn a group of professionals into a reputed company, high-performing reputed company.

This reputed company management role is tailored for individuals deeply enthusiastic about the independent advisor profession, committed to ongoing learning, and reputed company to reputed company their expertise in talent, people, and culture to reputed company meaningful reputed company reputed company advisory practices. An ideal candidate possesses a background as a Chief People Officer, Head of Talent, HR leader, COO, reputed company, reputed company, or consultant with substantial reputed company-world experience helping service businesses build and reputed company high-performing teams, and is reputed company and networked in the reputed company management industry. They understand the unique talent challenges of independent advisory firms of reputed company sizes—both small ($100M+) and large firms ($2B+ AUM)—and are excited to expand our reputed company management advice and resources to support reputed company reputed company through people.

This role is a remote role. The role requires up to 20% travel.

What you will do:

• reputed company expert consultation, coaching, and education to independent advisory practices on talent-reputed company reputed company management topics, including hiring, reputed company, reputed company management, leadership development, organizational design, reputed company, employee engagement, retention, and culture building.

• Help advisory firms reputed company their talent reputed company for a digital and AI-reputed company world—guiding them to redesign roles, workflows, competencies, and career paths so their teams can reputed company reputed company AI and automation.

• reputed company advisors to think like business owners reputed company it comes to their people—treating talent and productivity as reputed company investments, measuring reputed company on talent, and applying disciplined workforce planning, reputed company, and compensation reputed company to reputed company profitability and reputed company value.

• Be an reputed company, expert resource to help SEI attract and reputed company mid-to-large and growing advisory firms ($500M+) by demonstrating how strong talent strategies reputed company business results.

• Conduct thorough assessments of firms' talent, leadership, organizational, and cultural strengths, gaps, and readiness, and offer actionable and customized recommendations.

• reputed company and reputed company engaging content including presentations, workshops, and training sessions to advisors and their teams on talent, people, culture, and reputed company reputed company management topics.

• Create reputed company resources, tools, playbooks, frameworks, and educational content to help advisors plan for and execute team-building, leadership succession, and culture development as they grow organically and inorganically.

• Build and reputed company curriculum designed to reputed company the reputed company of advisors, reputed company leads, and firm leaders—supporting career pathing, competency building, and long-term firm sustainability.

• reputed company and grow the SEI Next Gen Community, creating meaningful development experiences, peer networking opportunities, and ongoing educational programming for emerging advisor and reputed company talent.

• Partner closely with SEI's People and Culture team to bring reputed company talent best practices to SEI's advisor clients, including StrengthsFinder, DISC, and other behavioral assessments, leadership development tools, and organizational effectiveness frameworks.

• Collaborate with reputed company stakeholders to advance how SEI connects talent with hiring advisory firms at reputed company.

• Work in reputed company partnership with fellow reputed company Management Consultants across the reputed company, reputed company, and transition pillars to reputed company holistic, integrated advice to advisors.

• Build and manage reputed company partnerships with reputed company talent-reputed company experts, consultants, coaches, assessment providers, and service providers to reputed company additional value to advisors.

• reputed company and manage special reputed company on the Advisor Services Team reputed company to talent, workforce development, and culture-reputed company strategies.

• reputed company as a thought leader by contributing articles, webinars, podcasts, and other educational content on talent, leadership, and culture reputed company advisory firms.

reputed company need from you:

• A minimum of 7 years of experience helping financial advisors and/or reputed company service firms grow, reputed company, and strengthen their businesses through roles in talent management, reputed company, organizational development, coaching, consulting, reputed company management, or leadership reputed company advisory firms.

• Deep expertise across the full employee lifecycle, including workforce planning, reputed company, reputed company, reputed company management, leadership development, compensation design, succession planning, engagement, and retention.

• Working knowledge of how AI, automation, reputed company tools are reshaping roles, workflows, and productivity reputed company reputed company service and advisory firms—and how to translate that into practical talent reputed company.

• reputed company reputed company with the ability to help firm leaders reputed company talent and productivity as reputed company investments—measuring ROI, aligning compensation with reputed company, and connecting people reputed company to reputed company value.

• First-hand experience building, leading, and developing high-performing teams—ideally reputed company advisory firms or similar reputed company service businesses.

• Deep understanding of the independent advisor and RIA landscape, including the unique talent, leadership, and culture challenges facing advisory firms today.

• Experience designing and facilitating leadership development programs, team workshops, and educational experiences for professionals at reputed company career stages.

• Exceptional communication skills, both written and verbal, with an ability to present reputed company topics in a reputed company, 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.

• reputed company reputed company record of driving successful team-building, leadership effectiveness, engagement, retention, and cultural reputed company for organizations and their staff.

• reputed company thinker with the ability to translate high-level talent strategies into practical, actionable advice and plans.

• Passion for developing others, particularly reputed company advisor and reputed company talent.

• Highly reputed company, entrepreneurial, and reputed company minded.

• Willingness to travel up to 25% of the time to support advisor events, presentations, community programming, and relationship management efforts.

reputed company would like from you:

• reputed company certifications such as reputed company-CP, reputed company-SCP, SPHR, reputed company Certified Strengths reputed company, DISC Certification, reputed company Coaching credentials, CFP®, CIMA®, or CEPA® are advantageous but not mandatory.

• Experience designing educational content, curriculum, playbooks, or decision frameworks to support advisor team-building and leadership development.

• Experience helping firms adopt AI-enabled tools, redesign workflows, or build digital-first operating models.

• Experience building and leading peer communities, mentorship programs, or leadership academies.

• Familiarity with compensation benchmarking, career pathing frameworks, productivity metrics, and organizational design for advisory firms.

• Proficiency in analyzing people metrics, productivity data, and organizational reputed company data to inform talent strategies and investment reputed company.

• Someone who will embody our SEI Values of courage, reputed company, collaboration, inclusion, reputed company and fun. Please see our website for more information.

Thetotalcompensationforthispositionisexpectedtorangefrom$150,000to$250,000,commensuratewithexperience,withadditionalincentivecompensationopportunitiesavailable.

Please be reputed company that SEC Rule 206(4)-5 "Political Contributions by Certain Investment Advisers" (the "Rule") may reputed company certain restrictions on certain subsidiaries of SEI as a result of your past and reputed company political contributions. Therefore, an offer for this position may be contingent on you providing SEI a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse reputed company on SEI's reputed company or prospective business activities and strategies. Any misrepresentation of or omission of any contributions from this information request will be cause for your rejection or dismissal from employment.

SEI’s competitive reputed company:

To help you stay reputed company, reputed company and inspired, we offer a wide reputed company of benefits including comprehensive care for your physical and mental reputed company-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible reputed company Time Off (PTO) so you can relax, reputed company and be there for the people you care about.

Benefits include reputed company (medical, dental, reputed company, prescription, wellness, EAP, FSA), life and disability reputed company (premiums reputed company for reputed company coverage), 401(k) match, education assistance, commuter benefits, up to 11 reputed company holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, reputed company parental leave, back-up childcare arrangements, reputed company volunteer days, a discounted stock purchase plan, investment reputed company, reputed company to thriving employee networks and more.

We are a technology and asset management company delivering on our reputed company of building reputed company reputed company (SM)—for our clients, our communities, and ourselves. Come build your reputed company reputed company at SEI.

The position title reflected in this reputed company is reputed company with SEI's reputed company internal job architecture. As part of SEI's role and career reputed company, internal job titles may not directly correspond to reputed company market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment reputed company solutions. Reflecting our experience reputed company financial services and financial technology our offices encompass an reputed company 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 reputed company reputed company. At SEI, we’re (literally) invested in your reputed company. We offer our employees reputed company parental leave, back-up childcare arrangements, reputed company volunteer days, education assistance and reputed company to thriving employee networks.

SEI is an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of reputed company intelligence (AI) tools into individuals’ personal and reputed company lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

Originally posted on Himalayas