Sean Flanagan
About Sean Flanagan
Current Role at SEI
As the Managing Director of Business Development for Global Private Banking & Wealth Management in North America at SEI, Sean Flanagan is responsible for overseeing and growing the business relationships with a range of financial services firms. His role encompasses leading initiatives that contribute to the expansion and enhancement of wealth management platforms, digital experiences for staff and clients, and investment management services. His strategic leadership aims to deliver innovative solutions that align with clients' strategic and financial goals.
Previous Positions at SEI
Sean Flanagan's tenure at SEI includes past roles where he dedicated significant efforts over several years. From 2005 to 2015, he served as the Managing Director for Global Private Banking & Wealth Management, contributing to the global leadership team. Prior to that, from 1999 to 2005, he held the position of Account Director in the same division. These roles have provided him with a deep understanding of the global private banking sector and extensive experience in strengthening business development strategies.
Education and Training
Sean Flanagan holds an MBA in Finance from Saint Joseph's University and a degree in Accounting from the Fox School of Business at Temple University. Additionally, he has undergone specialized training in the Miller Heiman Conceptual and Strategic Selling and Large Account Management Programs, equipping him with advanced skills in sales and account management. This educational background and training contribute to his effectiveness in leading business development in the wealth management sector.
Expertise in Wealth Management
Sean Flanagan brings extensive expertise in developing relationships with global banks, investment advisors, trust companies, and non-traditional financial services firms in North America. His experience includes leading teams that focus on wealth advice and planning, investment management, custody services, and creating digital experiences for clients and staff. His strategic approach is grounded in delivering tailored solutions that help clients meet their financial and strategic objectives.
Leadership Strengths
According to the Gallup-Clifton Strengths assessment, Sean Flanagan has identified strengths in Ideation, Achiever, Relator, Strategic, and Learner. These strengths highlight his ability to generate innovative ideas, achieve goals, build strong relationships, create strategic plans, and continuously learn and adapt. These qualities support his effectiveness as a leader in business development within the wealth management industry.