Joel Vivian
About Joel Vivian
Joel Vivian is the Head of Institutional U.S. Operations at SEI, with a background in various leadership roles within the company and a Bachelor's degree from Drexel University.
Current Role at SEI
Joel Vivian is currently serving as the Head of Institutional U.S. Operations at SEI. In this role, he oversees the strategic direction and operational efficiency of institutional services in the U.S. He is responsible for streamlining processes, enhancing team performance, and ensuring high levels of client satisfaction.
Previous Positions at SEI
Joel Vivian has held several key positions at SEI over the years. He served as the Institutional Solutions Director from 2011 to 2019, Senior Operations Design Architect from 2009 to 2011, and Global Institutional Project Manager from 2007 to 2009. Before these roles, he worked as Global Operations Manager at SEI Investments (Europe) Limited from 2006 to 2007, and as Service Director and Trust Officer from 2004 to 2006.
Educational Background
Joel Vivian studied at Drexel University, where he pursued General Studies and Finance, earning a Bachelor's degree. His education laid a strong foundation for his subsequent roles in institutional operations and strategic leadership.
Key Contributions and Initiatives
Joel Vivian has made several significant contributions to SEI. He implemented a comprehensive employee training program, which improved team performance and client satisfaction. He played a key role in the digital transformation of institutional operations, leading to more efficient processes and reduced operational costs. Additionally, he developed a mentorship program to support the professional growth of junior employees and has been recognized for his leadership in promoting diversity and inclusion within the organization.
Industry Engagement
Joel Vivian actively participates in industry panels and conferences, where he shares his insights on institutional operations and strategic leadership. His involvement in these forums helps disseminate best practices and fosters collaboration within the industry.