Managing Director and Head of New Services and Strategic Partnerships, SEI Advisor Network
Areas of expertise
- Identifying new services and markets for the SEI Advisor Network
- Defining new product offerings for advisors
Raef Lee serves as the Managing Director and Head of New Services and Strategic Partnerships for the SEI Advisor Network. In this role, he is responsible for the identification of new services and markets for the SEI Advisor Network. He defines new product offerings for advisors either by partnering with best-of-breed companies or shepherding the requirements into SEI’s development teams. In addition, Raef identifies ways for the Advisor Network’s innovative business model to be leveraged in new markets.
Raef joined SEI in 2002 as part of the SEI Wealth PlatformSM (the Platform), SEI’s new asset management processing platform. He developed the roadmap for the Platform, as well as facilitated its releases and coordinated the requirements gathering. In 2010, he moved to the SEI Advisor Network and was responsible for packaging and validating the new services the Platform made possible with advisors.
Prior to joining SEI, Raef held multiple senior-level roles at Destiny Software, a venture-backed start-up company that provides websites, consulting, and technical services to large financial organizations, including Head of Product, Head of Account Management, and board member.
Raef graduated from Durham University with a Bachelor of Science and a Master of Engineering degree.