Jon O'hara
About Jon O'hara
Jon O'Hara is the Global Wealth Management Services Technical Sales Manager at SEI in London, with extensive experience in financial services and project management.
Company: SEI
Jon O'hara is currently employed at SEI as the Global Wealth Management Services - Technical Sales Manager. His role involves a variety of sales-related tasks that are pivotal to the company's success in the London, England market. In this capacity, he supports IMS and SWP sales initiatives by maintaining demo platforms, and supporting cost models and proposal preparation.
Title: Global Wealth Management Services Technical Sales Manager
As the Technical Sales Manager for Global Wealth Management Services at SEI, Jon O'hara plays a critical role in driving sales efforts. His responsibilities include business discovery engagements with both prospects and existing clients, preparing persuasive documentation, conducting interviews, and delivering presentations. He also supports the fulfillment of RFPs through careful due diligence and timely research.
Education and Expertise: MBA from Villanova University
Jon O'hara attended Villanova University, where he earned his Master of Business Administration (M.B.A.) in Finance/International Business from 2015 to 2017. This educational background equips him with advanced knowledge in financial management and international business, strengthening his effectiveness in various financial and sales roles.
Background: Early Career at SEI and Stradley Ronon
Jon O'hara's professional journey began with an internship as an Intellectual Property Analyst at Stradley Ronon in 2011. Shortly after, he joined SEI, where he served in various capacities: Investor Services Analyst (2012-2015), Investor Services Supervisor (2015-2016), and Institutional Solutions Project Manager (2016-2020). His roles have spanned financial reporting, project management, team leadership, and more.
Skills and Technical Proficiency
Jon O'hara is well-versed in financial reporting, forecasts & analytics, investment content management, marketing, and project management. He is adept in using essential tools such as Microsoft Office Suite, CRM, SQL, Sunguard Investier & Investran, and Advent Portfolio Exchange (APX). His technical proficiency supports his effective performance in his sales and management roles at SEI.