Kristin Josephs
About Kristin Josephs
Kristin Josephs is the Director of Partners and Investment Programs at SEI in Oaks, Pennsylvania, with over 11 years of experience in the financial industry.
Current Role at SEI
Kristin Josephs currently holds the position of Director of Partners and Investment Programs at SEI in Oaks, Pennsylvania. In her role, she manages partnerships and legal frameworks for SEI's solutions. She also serves as the Partnerships and Programs Manager, a role in which she oversees relationship-building and program development.
Previous Experience at SEI
Before her current roles, Kristin Josephs worked as a Product Manager at SEI from 2017 to 2021. During her tenure, she focused on developing and expanding SEI's product offerings specifically targeted at Independent Advisors. Her efforts contributed significantly to SEI's portfolio and service enhancements.
Work History at Fidelity Investments
Kristin Josephs spent four years at Fidelity Investments in Bridgewater, New Jersey. She was a Relationship Manager from 2012 to 2014, and before that, she worked as a Financial Representative from 2010 to 2012. At Fidelity, she earned Series 7, 63, and 65 licenses and worked to improve client relationships and investment knowledge.
Educational Background in Marketing
Kristin Josephs studied Marketing at the University of Scranton, where she earned her Bachelor of Science degree. Her education spanned from 2005 to 2009, offering a solid foundation for her subsequent career in the financial industry.
Early Career and Roles
In the early stages of her career, Kristin Josephs worked as a Crew Leader at the US Census Bureau in 2010. This role provided her with initial managerial experience and paved the way for her future positions in finance and investment management.