H. Conor O'Brien

H. Conor O'Brien Email and Phone Number

Director of Strategy, SEI Private Banking and Wealth Management @ SEI
Oaks, PA, US
H. Conor O'Brien's Location
Oaks, Pennsylvania, United States, United States
H. Conor O'Brien's Contact Details

H. Conor O'Brien work email

H. Conor O'Brien personal email

n/a
About H. Conor O'Brien

A strategic, future focused professional with a proven design, implementation, and leadership track record. Effective in identifying opportunities for differentiation and maximizing impact through consultative problem solving and an ability to influence positive behavior, adoption and systemic change. Passionate about change management with a willingness to challenge the status quo and recognized ability to inspire action. On a daily basis, embodying Al West’s mentality – if it’s not broken, break it.SEI delivers technology and investment solutions that connect the financial services industry. And we believe in the value of professional financial advice empowering individuals and families to create brave financial futures and live better lives. Independent Advisor Solutions by SEI helps make this possible by strengthening advisors through the transformative combination of intuitive technology, turnkey custody, investment flexibility and actionable practice management services.With a history of innovation, financial strength and corporate stability, we have been serving independent financial advisors and the clients who depend on them for nearly 30 years. To learn more, visit www.seic.com/advisorsDisclosure: https://seic.com/social

H. Conor O'Brien's Current Company Details
SEI

Sei

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Director of Strategy, SEI Private Banking and Wealth Management
Oaks, PA, US
Website:
seic.com
Employees:
4230
H. Conor O'Brien Work Experience Details
  • Sei
    Director Of Strategy, Sei Private Banking And Wealth Management
    Sei
    Oaks, Pa, Us
    View
  • Horn Entrepreneurship Official
    Diamond Challenge - Judge
    Horn Entrepreneurship Official Jan 2024 - Present
    As a judge for the Diamond Challenge, hosted by the University of Delaware's Horn Entrepreneurship program, I have the privilege of evaluating innovative projects from high school students worldwide. Providing constructive feedback, guiding students through the nuances of transforming their ideas into viable business ventures, and assisting in determining the teams that will progress to the next stage of the competition.
    View
  • Sei
    Director Of Strategy, Sei Private Banking And Wealth Management
    Sei Jun 2023 - Present
    Oaks, Pa, Us
    Orchestrating a multidisciplinary team, steering the strategy and execution of SEI’s Global Private Banking business, and driving growth initiatives across diverse markets.Fueling growth by seamlessly integrating SEI's robust solutions through a customer-centric approach. Catalyzing innovation, nurturing cross-functional communication, and enabling a digital-first transformation.
    View
  • Sei
    Head Of Digital Engagement, Sei Independent Advisor Solutions
    Sei Feb 2022 - Jun 2023
    Oaks, Pa, Us
    Directed the team, strategy and tactical execution of multi-disciplinary aspects of SEI’s Advisor business distribution, including Marketing, Demand Generation, RIA and IBD distribution, and our Digital-First Distribution transformation.The goal of the Digital Engagement organization is to ignite growth by connecting SEI’s solutions through a buyer centric go-to-market strategy, while serving as a catalyst for communication and evolution through both intra-team and cross-functional collaboration.
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  • Sei
    Managing Director, Engagement Strategy And Technology, Sei Independent Advisor Solutions
    Sei Jan 2021 - Feb 2022
    Oaks, Pa, Us
    Designed and implemented strategic initiatives focused on delivering a frictionless engagement experience across all distribution teams and channels.
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  • Sei
    Head Of Business Consultants, Sei Independent Advisor Solutions
    Sei Apr 2016 - Jan 2021
    Oaks, Pa, Us
    Directed all Business Consultants, Account Executives, Business Development, Associates, and Interns. Implemented strategic workforce strategies, education programs, and empowering teams working with new and existing advisor relationships to drive engagement and meet asset growth goals.
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  • Sei
    Senior Business Consultant, Sei Independent Advisor Solutions
    Sei Mar 2014 - Mar 2016
    Oaks, Pa, Us
    Performed all Business Consultant responsibilities relating to client and territory ownership, plus designed and delivered recruiting, training, onboarding, and mentoring of new Business Consultants. Coached Business Consultants on understanding an ideal business model and client experience mapping - ultimately helping advisors and business owners increase efficiency, profitability and enterprise value, and enabling advisors to enhance their value to clients.
    View
  • Sei
    Business Consultant, Sei Independent Advisor Solutions
    Sei Oct 2012 - Mar 2014
    Oaks, Pa, Us
    Orchestrated a territory in conjunction with Regional Director and Relationship Manager to cultivate new and strengthen existing client relationships by assisting in all parts of the client value chain; from the individual investor, to advisor intermediary, to final implementation of SEI's technology and asset management solutions.
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  • Iberiabank
    Wealth Management Intern
    Iberiabank Jan 2012 - Feb 2012
    Lafayette, La, Us
    Wealth management intern• Assisted in portfolio research, analysis, rebalancing, and working with team members in developing proper asset allocation for each client’s individual goals and investment objectives. • Conducted numerous reviews and analyses of client portfolios through various market conditions. • Developed base understanding of a trust company and trust administration.
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  • Greenville Financial Group
    Wealth Management & Financial Planning Intern
    Greenville Financial Group Jun 2011 - Aug 2011
    Wealth management & financial planning intern• Executed performance reports for managers, funds, and client portfolios.• Developed marketing plans and a referral generation guide for firm associates.• Participated in meetings with fund wholesalers, technology vendors, and market analysts, , as well as, investor and prospect meetings.

H. Conor O'Brien Education Details

  • Cornell University
    Cornell University
    Applied Economics And Business Management
  • University Of Delaware
    University Of Delaware
  • Tower Hill School
    Tower Hill School
  • Germantown Friends School
    Germantown Friends School

Frequently Asked Questions about H. Conor O'Brien

What company does H. Conor O'Brien work for?

H. Conor O'Brien works for Sei

What is H. Conor O'Brien's role at the current company?

H. Conor O'Brien's current role is Director of Strategy, SEI Private Banking and Wealth Management.

What is H. Conor O'Brien's email address?

H. Conor O'Brien's email address is co****@****eic.com

What schools did H. Conor O'Brien attend?

H. Conor O'Brien attended Cornell University, University Of Delaware, Tower Hill School, Germantown Friends School.

Who are H. Conor O'Brien's colleagues?

H. Conor O'Brien's colleagues are Firu Gabi, Megan Allen, Faryal Mirza, Ssm /cspo, Elizabeth (Buonomo) Leese, Andrew Weinlein, Eric Swearingen, Francesco Gallo.

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