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Jeff Benfield Email & Phone Number

Executive Managing Director, Head of Advisor Solutions and Technology at SEI
Location: Philadelphia, Pennsylvania, United States 10 work roles 3 schools
1 work email found @seic.com 3 phones found area 609 and 877 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@seic.com
Direct phone (609) ***-****
LinkedIn Profile matched
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Current company
SEI
Role
Executive Managing Director, Head of Advisor Solutions and Technology
Location
Philadelphia, Pennsylvania, United States
Company size
4230 employees

Who is Jeff Benfield? Overview

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Quick answer

Jeff Benfield is listed as Executive Managing Director, Head of Advisor Solutions and Technology at SEI, a with 4230 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at seic.com, phone signal with area code 609, 877, and a matched LinkedIn profile for Jeff Benfield.

Jeff Benfield previously worked as Executive Managing Director, Head of Advisor Solutions & Technology at Sei and Managing Director at Sei. Jeff Benfield holds Bs, Marketing from Lehigh University.

Company email context

Email format at SEI

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{first_initial}{last}@seic.com
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AeroLeads found 1 current-domain work email signal for Jeff Benfield. Compare company email patterns before reaching out.

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Profile bio

About Jeff Benfield

With over 15 years of experience, my passion is building technology products that solve real problems and delight users. Spending my time exclusively in financial services has allowed me to focus on understanding the ever-changing wealth landscape and rapid evolution of how advisors engage with and leverage technology. My goal is to lead a highly talented group of product professionals that research, design, build, and launch great products and services, which will lead the market forward.To learn more, visit www.seic.com/advisorsFor important information please visit: www.seic.com/social

Listed skills include Financial Services, Series 7, Product Management, Wealth Management, and 19 others.

Current workplace

Jeff Benfield's current company

Company context helps verify the profile and gives searchers a useful next step.

SEI
Sei
Executive Managing Director, Head of Advisor Solutions and Technology
Philadelphia, PA, US
Website
seic.com
Employees
4230
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Company profile
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10 roles · 21 years

Jeff Benfield work experience

A career timeline built from the work history available for this profile.

Executive Managing Director, Head Of Advisor Solutions And Technology

Sei

Philadelphia, Pa, Us

Executive Managing Director, Head Of Advisor Solutions & Technology

Current
Sei

Oaks, Pa, Us

Own the vision and delivery of the wealth management platform for SEI's independent advisor solutions business unit. This includes running investment solutions, digital product strategy, and execution while leading a team of 30+ product professionals.

Dec 2023 - Present

Managing Director

Sei

Oaks, Pa, Us

Leading a team of product professionals, I am responsible for defining and executing the strategic product vision for a suite of technology solutions that support our advisor needs. This includes strategic prioritization, budgeting, problem definition, build, and launch.

Feb 2022 - Dec 2023

Sr. Program Management, Uhnw Pas & Self-Directed

Vanguard

Valley Forge, Pa, Us

Defined the product strategy to enable the business strategy for the retail Ultra-High Net Worth client. This included creating the digital vision of the advisor & end investor experiences, lead the business planning process and support the intake and execution of U/HNW program initiatives. Working across both advice (personal advisor services - PAS) and self-directed retail clients, the role helped to lead a singular strategic initiative to propel Vanguard's growing retail UHNW segment.

Aug 2021 - Feb 2022

Senior Product Manager, Advisor Technology

Vanguard

Valley Forge, Pa, Us

The role defined the future vision, tools, and placement of a digital portfolio of products, partnering with financial advisors. This work helped to position Vanguard as a premier technology provider to those users. Additionally, support the creation of the business cases, oversee execution of deliverables, manage the portfolio of roadmaps, and communicate to key stakeholders on all aspects of the advice products and services.

Oct 2019 - Aug 2021

Director Of Solutions

Sei

Oaks, Pa, Us

As the lead for the front office tools within the Private Banking market unit, the role was responsible for strategy & product management. This included full oversight of the advisor, portfolio manager, and end client capabilities. Overseeing a team of product managers supported the creation of roadmaps, coordination with technology, and execution of the product vision to meet business objectives. The capabilities included:Proposal Generation, Investment Policy Statement, Portfolio Construction & Management, UMA/UMH, Tax Optimization, Goals-Based Advice, CRM, Financial Planning, Model Management, Trading, Order Execution, End Client Experience (web, mobile, statements, reporting), Performance, Compliance (Pre-Trade, & Post-Trade), AI/Innovation, & Data Analytics.

Oct 2018 - Oct 2019

Strategic Solutions Manager

Sei

Oaks, Pa, Us

Mar 2014 - Oct 2018

Vice President, Senior Product Manager

Albridge, An Affiliate Of Pershing

Worked in a senior product management capacity supporting 150 financial institutions and over 130,000 financial advisors. The role helped to define the strategic product direction across a series of various products. Primary responsibility included the ownership of Albridge Wealth Reporting, the leading data aggregation and performance reporting solution servicing the independent broker dealer and RIA market. Additionally led Albridge integration services including AppLink (3rd party integration), Performance File Delivery, and Replicated Data. Through acquisition, helped navigate the conversion of PMAS, PNC MI and Lockwood quarterly performance reporting into Albridge Quarterly Performance Rreporting (QPR) and evolve the managed account experience at Pershing.

2009 - 2014 ~5 yrs

Financial Consultant

Axa Advisors

New York, Ny, Us

Acted in a consultative manner with individuals, households and small organizations to meet and discuss the full spectrum of their financial needs. Working under the Karr Barth Associates brand, I built a book of business around wealth management services, insurance sales, and annuity product distribution.

2007 - 2009 ~2 yrs

Investment Associate

Ubs

Zurich, Ch

2006 - 2006
Team & coworkers

Colleagues at SEI

Other employees you can reach at seic.com. View company contacts for 4230 employees →

GK George Koder George Koder Colleague at SeiGreater Philadelphia, United States View → FH Frankliu Hq Hq Frankliu Hq Hq Colleague at SeiChina View → VA Vaishnavi Arvindh Vaishnavi Arvindh Colleague at SeiPottstown, Pennsylvania, United States View → BG Beatriz Gonzalez Beatriz Gonzalez Colleague at SeiReading, Pennsylvania, United States View → MT Mary Titanga Mary Titanga Colleague at SeiNew York City Metropolitan Area, United States View → MF Maria Freitas Maria Freitas Colleague at SeiPará, Brazil View → BW Brian Woomer Brian Woomer Colleague at SeiPhiladelphia, Pennsylvania, United States View → SH Steven Hensley Steven Hensley Colleague at SeiGlenside, Pennsylvania, United States View → DI Devina Iyer Devina Iyer Colleague at SeiCollegeville, Pennsylvania, United States View → JH James Hitchens James Hitchens Colleague at SeiGreater Philadelphia, United States View →
3 education records

Jeff Benfield education

Bs, Marketing

Lehigh University

Mba, Finance

Texas A&M University

Certificate In Financial Planning, Financial Planning And Services

Wake Forest University
FAQ

Frequently asked questions about Jeff Benfield

Quick answers generated from the profile data available on this page.

What company does Jeff Benfield work for?

Jeff Benfield works for SEI.

What is Jeff Benfield's role at SEI?

Jeff Benfield is listed as Executive Managing Director, Head of Advisor Solutions and Technology at SEI.

What is Jeff Benfield's email address?

AeroLeads has found 1 work email signal at @seic.com for Jeff Benfield at SEI.

What is Jeff Benfield's phone number?

AeroLeads has found 3 phone signal(s) with area code 609, 877 for Jeff Benfield at SEI.

Where is Jeff Benfield based?

Jeff Benfield is based in Philadelphia, Pennsylvania, United States while working with SEI.

What companies has Jeff Benfield worked for?

Jeff Benfield has worked for Sei, Vanguard, Albridge, An Affiliate Of Pershing, Axa Advisors, and Ubs.

Who are Jeff Benfield's colleagues at SEI?

Jeff Benfield's colleagues at SEI include George Koder, Frankliu Hq Hq, Vaishnavi Arvindh, Beatriz Gonzalez, and Mary Titanga.

How can I contact Jeff Benfield?

You can use AeroLeads to view verified contact signals for Jeff Benfield at SEI, including work email, phone, and LinkedIn data when available.

What schools did Jeff Benfield attend?

Jeff Benfield holds Bs, Marketing from Lehigh University.

What skills is Jeff Benfield known for?

Jeff Benfield is listed with skills including Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, and Portfolio Management.

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