Program Director, Practice Management Consultant

About this role

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

This people-centric leader will be responsible for helping to build and evolve SEI's Practice Management "scale" function in close partnership with SEI’s Technology and Operations Consultant and alongside the "growth" and "evolve" functions. An ideal candidate is willing and able to strategize, experiment, and execute solutions that deliver 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 all things talent—hiring, onboarding, management, leadership, culture, talent development, and compensation planning—helping firms build and develop high-performing teams that drive sustainable growth, profitability, and enterprise value.

This role will also help advisory firms evolve their talent strategy to evolve in an everchanging, digital and AI-native 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 augment with technology, and how to prepare their teams to thrive alongside AI-enabled tools and platforms.

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

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

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

What you will do: • Provide expert consultation, coaching, and education to independent advisory practices on talent-focused practice management topics, including hiring, onboarding, performance management, leadership development, organizational design, compensation planning, employee engagement, retention, and culture building.

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

• Coach advisors to think like business owners when it comes to their people—treating talent and productivity as strategic investments, measuring return on talent, and applying disciplined workforce planning, capacity, and compensation decisions to drive profitability and enterprise value.

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

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

• Develop and deliver engaging content including presentations, workshops, and training sessions to advisors and their teams on talent, people, culture, and related practice management topics.

• Create scalable 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 deliver curriculum designed to develop the next generation of advisors, operations leads, and firm leaders—supporting career pathing, competency building, and long-term firm sustainability.

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

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

• Collaborate with internal and external stakeholders to advance how SEI connects talent with hiring advisory firms at scale.

• Work in close partnership with fellow Practice Management Consultants across the growth, scale, and transition pillars to deliver holistic, integrated advice to advisors.

• Build and manage strategic partnerships with external talent-focused experts, consultants, coaches, assessment providers, and service providers to deliver additional value to advisors.

• Direct and manage special projects on the Advisor Services Team related to talent, workforce development, and culture-focused strategies.

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

What we need from you: • A minimum of 7 years of experience helping financial advisors and/or professional servic

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