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Jeffrey Benfield

Head of North American Intermediary Solutions
areas of expertise
Advisor technology/digital experience
Product management
Business strategy and transformation

Jeff Benfield 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™.

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