Sophie Anne Cowper
About Sophie Anne Cowper
Sophie Anne Cowper is a Technical Sales professional at SEI in London, with a background in business analysis and private banking.
Current Role at SEI
Sophie Anne Cowper is currently employed as Technical Sales at SEI, based in London, England. She began this role on March 1, 2022. In her position, she is deeply involved in producing Request for Proposals (RFPs) and showcasing the capabilities of the SEI Wealth Platform to potential clients. Additionally, she conducts client discovery and playback sessions to ensure clients fully understand and can maximize the benefits of the SEI Wealth Platform in alignment with their Business Operating Models.
Previous Experience at SEI
Before her current role, Sophie worked for SEI in different capacities. She served as a Business Analyst from 2020 to 2022, where she contributed significantly to various projects over two years. Prior to that, she was a Private Banking Associate at SEI from 2018 to 2020. During her tenure, she gained valuable insights and experience in the field of private banking.
Early Career Positions
Sophie's early career includes various roles that equipped her with a broad range of skills. She worked as a Trainee at Ohpen for two months in 2018, gaining exposure to financial software solutions. Prior to that, she was an Analyst at BROOKS WEALTH MANAGEMENT LLP in Bristol for almost a year, from 2017 to 2018. Additionally, she worked as Client Support at Hargreaves Lansdown in Bristol for five months in 2013 and 2014, where she developed her customer service and support skills.
Educational Background
Sophie Anne Cowper holds a Bachelor's Degree in Economics and Philosophy from the University of Nottingham, where she studied from 2014 to 2017. Her educational journey began at The Red Maids' School, where she studied from 2007 to 2013. Her academic background has laid a solid foundation for her roles in the finance and technical sales sectors.
Key Responsibilities in Technical Sales
In her role as Technical Sales, Sophie plays an integral part in supporting the SEI Wealth Platform Sales teams. She works collaboratively to support the entire firm and customer lifecycle with embedded workflows. Her responsibilities also include running client discoveries and playback sessions to ensure clients fully understand and leverage the SEI Wealth Platform according to their Business Operating Models. This comprehensive role allows Sophie to influence client satisfaction and retention significantly.