Joshua Kurtz
About Joshua Kurtz
Joshua Kurtz is the Director of Relationship Intelligence for the Institutional Group at SEI in Oaks, PA, with over 18 years of experience at the company in various roles.
Current Role at SEI
Joshua Kurtz serves as the Director of Relationship Intelligence in the Institutional Group at SEI, based in Oaks, PA. In this capacity, he focuses on leveraging technology to enhance relationship management across the group's operations.
Career History at SEI
Joshua Kurtz has amassed over 18 years of experience at SEI, holding various positions within the Institutional Group. He began as an Investor Services Representative (2004-2005), then advanced to an iShares Regional Sales Associate (2005-2007). This was followed by his role as Senior Account Executive (2007-2012), where he honed his sales skills. He then transitioned to the position of Manager, Marketing and Global RFPs (2012-2020), before taking on his current role as Director, Relationship Intelligence.
Previous Experience Before SEI
Prior to joining SEI, Joshua Kurtz worked as an Insurance Agent at New York Life Insurance Company from 2002 to 2004 in Bala Cynwyd, PA. He briefly held a position as a Municipal Bond Broker at Hennion & Walsh for four months in 2002, located in Parsippany, NJ.
Educational Background
Joshua Kurtz attended Penn State University, where he completed a Bachelor of Arts degree. His education, obtained between 1997 and 2002, laid the foundation for his subsequent career in the financial services industry.
Transition from Marketing to Technology
Throughout his career at SEI, Joshua Kurtz has demonstrated versatility by transitioning from a marketing-centric role to one focused on relationship intelligence technology. This shift underscores his adaptability and ability to manage diverse aspects of institutional group operations.