Unit and Group Description
SEI’s Wealth Network brings an innovative and complete wealth management offering to wealthy families. The offering reflects a revolutionary approach to wealth management by ensuring that we deliver life-oriented advice, superior implementation and a unique client experience. The Legacy and Philanthropy Team is part of the Advice and Solutions Group of the Wealth Network, providing estate, charitable and asset protection planning advice and solutions to high and ultra high net worth families throughout the U.S. and U.K.

Position Description
The Legacy Specialist will be a key member of the Legacy and Philanthropy Team. The primary responsibility will be case analysis, case design and the provision of life-oriented advice to the clients for their legacy and philanthropy needs. Responsibilities will also include the development of discovery tools, training and education resources to relationship managers to aid them in their interactions with clients, and to the clients to enable them to understand the recommendations and to make informed decisions. This requires an individual who understands wealth preservation and wealth transfer via estate, charitable, asset protection and tax planning. This individual must also understand the mindset of wealthy individuals and families, and the interplay of family dynamics and wealth.

Broad objectives for this role are:

• To develop the advice necessary to meet the needs of clients and to ensure that the advice is “life-oriented” and is integrated with the client’s other needs that may impact self, family and community
• To train sales people and relationship managers on our legacy and philanthropy process and to encourage the use of our platform to solidify the client relationship and add revenue to the firm
• To develop tools to enable discovery, assessment and the delivery of advice and the implementation of solutions
• To develop, manage and maintain strategic relationships with third party providers of legacy and philanthropy services and advice (e.g., attorneys, philanthropic advisors, etc.).
• To coordinate with other members of the Advice and Solutions Group to deliver holistic and integrated advice.

Required Experience and Skills

• 5 – 7 years of related financial services and law firm experience
• In-depth knowledge of the mindset of wealthy families
• In-depth knowledge of estate, philanthropy and tax planning, and use of analytical tools.
• Superb analytical, project management and communications skills
• Demonstrated ability to collaborate and operate as a member of a team
• Experience working with relationship managers and clients
• JD preferred. LLM in tax desirable
• CFP, CLU and ChFC designations desirable
• Occasional travel and interaction at client meetings

For immediate consideration, please contact: Gene Connell by emailing her at Gconnell@seic.com or calling 610-676-1196.

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