Role and Responsibilities

In his new position, which he will report to Zach Womack, Chief Technology Officer, Benfield will spearhead SEI's enterprise product strategy and oversee the complete product lifecycle—from ideation to optimization. His responsibilities will ensure that SEI's products align with business objectives, growth opportunities, and compliance with regulatory requirements.

Previous Experience at SEI

Prior to this role, Benfield served as the Head of Platform Strategy and Operations within SEI's Asset Management division. He successfully led the strategic vision, roadmap, and execution of the investment and technology solutions for SEI's independent advisors, institutional clients, and private wealth management businesses.

Quotes on Benfield's Appointment

Womack commented on the significance of Benfield's expertise, stating, "Jeff's proven ability to drive product innovation and his deep understanding of the financial technology landscape will help us deliver solutions that not only meet but anticipate our clients' needs." He emphasized that Benfield's leadership is crucial for maintaining SEI's position at the forefront of industry transformation.

Benfield himself remarked, "Technology is fundamentally reshaping how firms operate and serve clients. We have a unique opportunity to lead this change by delivering innovative, scalable solutions that set new benchmarks for the industry." He expressed enthusiasm for collaborating with SEI's talented teams to enhance user experiences and drive product strategy, positioning SEI for sustained long-term growth.

Background and Expertise

Benfield joined SEI in 2014, initially taking on roles focused on strategy, transformation, and product management for the company's global Private Banking segment. With over 18 years of experience in the financial services industry, he has held various product management and program management positions at notable companies including Vanguard, BNY Mellon's Pershing/Albridge, and Axa Advisors.

His academic credentials include a bachelor's degree from Lehigh University, an MBA from Texas A&M University, a Certificate in Financial Planning from Wake Forest University, and the designation of Certified Financial Planner™.

About SEI

SEI (NASDAQ: SEIC) is a leading global provider of innovative financial technology, operations, and asset management services. The company facilitates clients in effectively deploying their capital—whether monetary, time, or talent—to improve client service and achieve growth goals. As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. For additional details, visit seic.com.