Program Manager II, Practice Management Consultant

Summary

SEI is a technology and asset management company delivering investment processing, investment management, and investment operations solutions. The company is seeking a Practice Management Consultant to provide growth consulting, coaching, education, and strategic support to independent advisory firms, while serving as the dedicated liaison for Stratos Wealth Partners. The role will coordinate SEI resources, develop growth strategies and content, build advisor relationships, and measure partnership impact.

Responsibilities

• Provide expert consultation, coaching, and education to independent advisory practices on growth-focused practice management topics, including business planning, organic growth strategy, ideal client persona development, value proposition and messaging, referral strategy, marketing, and brand building
• Serve as SEI's subject matter expert on organic growth for advisory firms, developing points of view, frameworks, and best practices that advisors can implement
• Conduct business audit reviews and growth assessments of advisory firms and provide actionable, customized recommendations that translate strategy into execution
• Leverage SEI’s growth-focused content including presentations, workshops, and training sessions on organic growth topics for advisors and their teams
• Work in close partnership with fellow Practice Management Consultants across the growth, scale, and transition pillars to deliver holistic, integrated advice to advisors
• Act as a thought leader by contributing articles, webinars, podcasts, and other educational content on organic growth for advisory firms, specifically focuses on Stratos clients but able to represent SEI’s practice management team beyond Stratos to independent BD and RIA advisors
• Serve as the dedicated Practice Management Liaison for Stratos Wealth Partners—the primary, day-to-day point of contact for Stratos advisors, Relationship Managers, and leadership on all practice management topics
• Be the face of SEI Practice Management at Stratos, building strong relationships with Stratos leadership and advisors and representing SEI's full suite of practice management capabilities
• Coordinate with SEI's Practice Management team to connect Stratos advisors with the right SEI consultants, tools, programs, and resources to support their ability to grow, scale, and evolve their businesses
• Own the strategy and execution of how SEI strategically supports Stratos as a partner over time—identifying opportunities, aligning resources, and measuring impact
• Serve as the internal voice of Stratos within SEI, ensuring Stratos advisor needs, feedback, and priorities are represented in how Practice Management builds and delivers its offering
• Partner with SEI Advisor Services, Sales, Relationship Management, and Marketing teams to coordinate a seamless, high-quality experience for Stratos advisors

Skills

• A minimum of 5 years of experience helping financial advisors grow their businesses through roles in consulting, coaching, practice management, marketing, business development, or leadership within advisory firms
• Deep expertise in organic growth strategies for advisory firms, including business planning, ideal client persona development, value proposition and messaging, referral strategy, and marketing
• Strong understanding of the independent advisor and RIA landscape and the drivers of sustainable, profitable growth
• Proven track record of driving successful growth outcomes for advisory firms and their staff
• Exceptional relationship-management skills, with the ability to build trust and credibility quickly with advisors, leadership teams, and internal partners
• Exceptional communication skills, both written and verbal, with an ability to present complex topics in a clear, 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
• Strategic thinker with the ability to translate high-level growth strategies into practical, actionable advice and plans
• Highly collaborative, entrepreneurial, and growth minded
• Ability to influence without authority across both SEI and Stratos organizations
• Willingness to travel up to 25% of the time to support Stratos advisors, advisor events, presentations, and relationship management efforts
• Prior experience serving as a dedicated relationship manager, liaison, or embedded consultant for a large advisory firm, RIA, or partner organization
• Experience within a hybrid/independent advisor platform, broker-dealer, or large RIA (Stratos experience is a plus)
• Marketing, brand, or business development background applied to financial services
• Experience designing educational content, playbooks, or decision frameworks to support advisor growth
• Proficiency in analyzing business data and metrics to inform growth strategy
• Professional certifications (i.e., CFP®, CIMA®, CEPA®) are advantageous but not mandatory

Qualifications

Must Haves

• A minimum of 5 years of experience helping financial advisors grow their businesses through roles in consulting, coaching, practice management, marketing, business development, or leadership within advisory firms
• Deep expertise in organic growth strategies for advisory firms, including business planning, ideal client persona development, value proposition and messaging, referral strategy, and marketing
• Strong understanding of the independent advisor and RIA landscape and the drivers of sustainable, profitable growth
• Proven track record of driving successful growth outcomes for advisory firms and their staff
• Exceptional relationship-management skills, with the ability to build trust and credibility quickly with advisors, leadership teams, and internal partners
• Exceptional communication skills, both written and verbal, with an ability to present complex topics in a clear, 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
• Strategic thinker with the ability to translate high-level growth strategies into practical, actionable advice and plans
• Highly collaborative, entrepreneurial, and growth minded
• Ability to influence without authority across both SEI and Stratos organizations
• Willingness to travel up to 25% of the time to support Stratos advisors, advisor events, presentations, and relationship management efforts
• Prior experience serving as a dedicated relationship manager, liaison, or embedded consultant for a large advisory firm, RIA, or partner organization
• Experience within a hybrid/independent advisor platform, broker-dealer, or large RIA (Stratos experience is a plus)
• Marketing, brand, or business development background applied to financial services
• Experience designing educational content, playbooks, or decision frameworks to support advisor growth
• Proficiency in analyzing business data and metrics to inform growth strategy

Nice to Haves

• Professional certifications (i.e., CFP®, CIMA®, CEPA®) are advantageous but not mandatory

Benefits

• Additional incentive compensation opportunities available.
• Remote work arrangement.
• Comprehensive care for physical and mental well-being.
• Strong retirement plan.
• Tuition reimbursement.
• Support for working parents.
• Flexible Paid Time Off (PTO).
• Healthcare, including medical, dental, vision, prescription, wellness, EAP, and FSA.
• Life and disability insurance, with premiums paid for base coverage.
• 401(k) match.
• Education assistance.
• Commuter benefits.
• Up to 11 paid holidays/year.
• 21 days PTO/year pro-rated for new hires, which increases over time.
• Paid parental leave.
• Back-up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.