Manage private equity and hedge fund accounting operations, client relationships, fund onboarding, financial reporting, valuations, reconciliations, audits, regulatory compliance, AML reviews, and wire authorization. Lead and develop accounting teams through hiring, performance management, training, and career planning. Coordinate with investment managers, transfer agents, vendors, and internal technology teams to resolve issues and support client presentations and new business initiatives.

Leads business development and territory management across Ohio and Kentucky for SEI’s Independent Broker/Dealer channel. Acquires, onboards, and activates advisor-client firms; develops territory strategies; generates and converts leads; manages relationships; and presents SEI’s custody, technology, asset management, and business solutions. The role requires consultative sales, market analysis, senior-level influence, relationship management, and up to 80% travel.

Lead investment product sales growth across RIA, independent broker-dealer, and asset management channels. Commercialize ETFs, alternative investments, model portfolios, and future solutions; generate new assets and revenue; develop advisor and institutional relationships; manage a disciplined pipeline; execute go-to-market strategies and product launches; and collaborate across sales, product, investment management, and marketing teams. Extensive travel within the assigned territory is required.