SEI has appointed Ted Wozniak as Head of Asset Management Distribution (AMD) in the US. Wozniak will be responsible for developing and maintaining strategic relationships with large distribution partners, driving sales and revenue growth, and managing AMD’s national sales plan.
Wozniak will report to Kevin Barr, Executive Vice President of SEI and Head of SEI’s Investment Management Unit.
“Ted’s expertise in driving sales and building management structures, as well as his commitment to helping clients, makes him the ideal individual to further position SEI’s growth strategy in the US,” says Barr. “As we continue to expand our strategic partnerships with large financial intermediaries, we recognise that knowledge, relationships and experience are critical to delivering lasting success for our clients. Under Ted’s leadership, we are confident that we will deliver enhanced solutions to our partners and their clients, helping them achieve greater results.”
With over 20 years of financial services experience, Wozniak most recently served as the Senior Manager of National Accounts for an asset management firm, where he oversaw intermediary-driven sales and client initiatives serving private banks, regional broker-dealer advisory platforms and registered investment advisors (RIA). He previously served as the National Investment Director for the RIA & Bank Trust Divisions of RS Investments, also known as Guardian Life.
“I am excited to join SEI, which continues to be a leader in helping wealth management organisations overcome industry challenges,” says Wozniak. “I look forward to working closely with our clients and strategic partners to deliver investment management solutions that are aligned with clients’ financial goals.”
