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Jeffrey Benfield

Jeff leads the strategic vision, roadmap, and execution of the financial advisor technology suite of solutions for SEI’s independent advisor business, focusing on the tools used by client-facing professionals in financial advisory firms.

Jeff has served in a range of product management and program management roles over his career—including Vanguard, BNY Mellon’s Pershing/Albridge, and Axa Advisors—with a focus on advisor technology and the advisor experience. He first joined SEI in 2014 in a business strategy, transformation, and product management role for the global private banking team.

Jeff earned a bachelor’s degree from Lehigh University, an MBA degree from Texas A&M University, and holds a Certificate in Financial Planning from Wake Forest University. Jeff is a Certified Financial Planner™.