Erin Hueber
About Erin Hueber
Erin Hueber is the Institutional Client Service Director at SEI in Oaks, PA, managing client activities and serving as the primary contact for numerous clients with significant assets.
Institutional Client Service Director at SEI
Erin Hueber currently holds the title of Institutional Client Service Director at SEI in Oaks, PA. In this role, she is the primary daily contact for 25 pension, healthcare, and foundation clients, with assets under management ranging from $25 million to $1 billion. She collaborates with SEI Private Trust Company to manage client activities, including rebalancing and manual trading. Additionally, Erin prepares custom presentations for quarterly client meetings, coordinates corporate, plan, and regulatory audits, and partners with the Senior Client Portfolio Manager to identify cross-sale opportunities.
Previous Roles at SEI
Before her current role, Erin Hueber worked at SEI from 2003 to 2009 as Manager, Defined Benefit Product and Sales Support, also in Oaks, PA. During her tenure, she played a significant role in managing and supporting defined benefit products and services. This position allowed her to develop core skills in client service and product management within the institutional finance sector.
Experience at Vanguard
Erin Hueber spent a significant part of her early career at Vanguard, holding several key positions between 1998 and 2003. She worked as an Actuarial Administrator, Defined Benefit Administrative Services, from 1998 to 1999 and then as Supervisor, Defined Benefit Administrative Services, from 1999 to 2001. From 2001 to 2003, she served as Implementation Manager, Defined Benefit Conversion Services. All roles were based in Malvern, PA, where she gained comprehensive experience in defined benefit plans and client service.
Education and Expertise
Erin Hueber earned her Bachelor's Degree in Mathematics from King's College, where she studied from 1993 to 1997. This educational background provided her with a strong foundation in analytical thinking and problem-solving skills, which she has applied throughout her career in finance and client services.