Carolyn Beahan

Carolyn Beahan serves as Director of our OCIO Consultant Relations & Strategic Partnerships, where she is responsible for building and managing key external relationships that drive growth across SEI’s U.S. Institutional and Advisor businesses. 

In this role, she partners closely with investment consultants, referral sources, and strategic intermediaries, while also maintaining direct involvement in traditional business development efforts with prospective and existing clients.

This role represents a natural progression from her prior position as Director of Business Development, where she led business development efforts in various institutional markets across the U.S. Earlier in her career, Carolyn served as a Senior Internal Account Executive, supporting Regional Directors as a primary point of contact for institutional clients and prospective clients across the U.S. and Canada.

Before moving into business development and relationship management roles, Carolyn worked as Business Manager for SEI’s Institutional Group, overseeing expense and revenue management as well as global client invoicing. She began her tenure at SEI as a Financial Accounting and Reporting Analyst within the firm’s Corporate Accounting Group, giving her a strong operational and financial foundation that informs her client‑facing work today.

Carolyn earned her bachelor’s degree from Penn State University. She is a registered representative holding various FINRA Series registrations. She has been in the industry since 2012.

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.