Deborah Shmalcs

Deborah Shmalcs

Director, Client Service Global Institutional @ Sei

About Deborah Shmalcs

Deborah Shmalcs is the Director of Client Service - Global Institutional at SEI, with over 14 years of experience at the company and extensive expertise in retirement benefit plans.

Current Role at SEI

Deborah Shmalcs holds the position of Director, Client Service - Global Institutional at SEI. In this role, she manages comprehensive solutions for retirement benefit plans. These solutions encompass plan design, investments, recordkeeping, and participant education. Deborah has been with SEI since July 2009, marking over 14 years of dedication to the company. She brings a wealth of experience and expertise to her position, particularly in handling mid-to-large market Defined Benefit, Defined Contribution, and Non-Qualified retirement plans.

Previous Experience at Russell Investment Group

Before joining SEI, Deborah Shmalcs worked at Russell Investment Group for a total of five years in various roles. From 2003 to 2008, she was a Senior Client Service Associate in Chicago, IL. In 2003, she served as a Senior Business Analyst for five months in Tacoma, WA. Additionally, from 1999 to 2003, she was a Client Services Specialist, also based in Tacoma, WA. These roles helped Deborah gain valuable insights and skills in client service and business analysis.

Experience at Northern Trust Retirement Consulting

Deborah Shmalcs worked at Northern Trust Retirement Consulting from 1997 to 1999. She served as a Retirement Services Specialist II in Bothell, WA. This role allowed her to develop her expertise in retirement services, preparing her for future positions in the industry. Her responsibilities likely included handling various aspects of retirement benefit management and participant communication.

Educational Background

Deborah Shmalcs completed her Bachelor of Arts in English from Iowa State University, where she studied from 1988 to 1992. Her educational background has provided her with the foundational skills necessary to excel in her career, including excellent communication and analytical abilities.

Skills and Expertise

Deborah Shmalcs possesses extensive skills and expertise in various areas related to retirement benefit management. She specializes in legal and regulatory compliance, fund performance and accounting, and vendor management. Additionally, she is proficient in conveying complex retirement plan concepts in understandable terms to all stakeholders, making her an invaluable asset in her field.

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