Stephanie Reilly

Stephanie Reilly Email and Phone Number

Actually actionable practice management / Finding advisors growth from within / Thought leader / Modern content creator @ SEI
oaks, pennsylvania, united states
Stephanie Reilly's Location
Greater Philadelphia, United States
About Stephanie Reilly

“Do you know how much %#!@ time that will save me?!”This is the phrase I love the most! That aha moment when an advisor or staff member I’m working with throws their pen down on the table, and I can see them breathe a sigh of relief.For over 12 years, I've worked with hundreds of advisors and their staff, helping them use SEI and industry technology solutions to develop efficient processes. I get excited helping firms run their operations leaner and smoother, giving them back much needed time in their day, while also helping them to scale & amplify their client experience. I am passionate in my pursuit to help advisors and their staff solve problems and reach their goals. On SEI Practice Management, we help advisors in all stages of business with everything needed to first gain clarity & focus, and then take meaningful action in their business. Our culture is action. We never want to just tell you why without following up with exactly how. We use actionable toolkits, best ideas from the most successful firms, and consulting with experts in all areas of the advisory business including top line growth, bottom line profitability and adaptability, to help firms grow, whatever growth means to them.Connect with me!Sreilly1@seic.comseic.com\social

Stephanie Reilly's Current Company Details
SEI

Sei

View
Actually actionable practice management / Finding advisors growth from within / Thought leader / Modern content creator
oaks, pennsylvania, united states
Website:
seic.com
Employees:
3250
Stephanie Reilly Work Experience Details
  • Sei
    Senior Advisor Business Consultant
    Sei Dec 2021 - Present
    Develop and deliver content for SEI's Practice Management Solutions within Independent Advisor Solutions by SEI. I work with individual advisor firms as a consultant, advocating for their businesses and helping them grow.
  • Sei
    Advisor Success Manager
    Sei May 2018 - Jan 2022
    Oaks, Pa
    Train and assist strategic clients with utilizing current technologies and website capabilities. Traveling up to 50% of the time, I target and lead in-office efficiency trainings, as well as many large group presentations nationwide. Also responsible for gathering, recording, and communicating client feedback for website enhancement consideration. In office, I review statistics, conduct remote trainings, and work with solutions development teams to deliver feedback from both firms and sales force.
  • Sei
    Sei Wealth Platform℠ Transition Manager
    Sei Apr 2017 - May 2018
    Oaks, Pa
    Training, advising, and guiding financial advisors, administrative staff, and broker dealers within SEI's Private Trust Company, as they transitioned from our legacy platform to our new SEI Wealth Platform℠.
  • Sei
    Senior Analyst
    Sei Jan 2014 - May 2017
    Oaks, Pennsylvania
    Managed a growing team of 48. I would ensure all monetary processing was completed timely. I was the lead resource for complex issue resolution, and I handled all training on monetary transactions. Obtaining my C.I.S.P. certification enabled me to answer IRA questions on allowable transactions and tax consequences.
  • Sei
    Processing Analyst
    Sei Aug 2012 - Jan 2014
    Oaks, Pennsylvania
    Processed elevated transactions on all Trust Company accounts. Achieved top quality metrics across department. Applied excellent customer service skills to provide the best possible client experience. Was the primary resource for new employee training on all monetary transactions.

Stephanie Reilly Education Details

Frequently Asked Questions about Stephanie Reilly

What company does Stephanie Reilly work for?

Stephanie Reilly works for Sei

What is Stephanie Reilly's role at the current company?

Stephanie Reilly's current role is Actually actionable practice management / Finding advisors growth from within / Thought leader / Modern content creator.

What schools did Stephanie Reilly attend?

Stephanie Reilly attended West Chester University Of Pennsylvania.

Who are Stephanie Reilly's colleagues?

Stephanie Reilly's colleagues are 陈玉林, Rob Faille, Mehedi Hasan Noman, Duke Vanderlip, Dennis Gantley, Josip Kadic, Brandon Moore.

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