Jeff Benfield

Jeff Benfield currently serves as Executive Managing Director and Head of Advisor Solutions & Technology at SEI, where responsibilities include overseeing the wealth management platform for the independent advisor solutions business unit, managing investment solutions, and leading a team of over 30 product professionals. Previous roles at SEI included Managing Director and Director of Solutions, where strategic product vision and management were key focuses. At Vanguard, Jeff held positions as Sr. Program Manager and Senior Product Manager, defining product strategies for Ultra-High Net Worth clients and enhancing advisor technology. Early career experiences include senior product management at Albridge and a financial consultant role at AXA Advisors. Educational credentials encompass a BS in Marketing from Lehigh University, an MBA in Finance from Texas A&M University, and a Certificate in Financial Planning from Wake Forest University.