Joe McCabe

Head of Solution Development
SEI Wealth Platform, North America Private Banking

Areas of Expertise

  • Business strategy and operations
  • Solution planning, development and deployment

Joe McCabe’s team is responsible for establishing the strategic vision, development, and deployment of the SEI Wealth PlatformSM. This entails coordinating input from clients and prospects, identifying industry trends, and working closely with the platform development and processing organizations to define, design, build and deploy solutions that will provide a transformational, holistic wealth management platform to clients.

Joe’s time in the global financial services industry both inside and outside of SEI have taught him to look at business needs through the eyes of the client. His appreciation for clients’ needs allows him to drive solutions for the SEI Wealth Platform that respond directly to the most pressing issues facing each client and the industry as a whole.

Previously, Joe held various positions in our Private Banking unit, both as a relationship manager working directly with Private Banking clients, as well as a team leader with overall business line responsibility for maintaining and growing specific segments of the U.S. Private Banking market.

Before joining us, Joe worked as Head of Sales and Marketing for PMG Systems, a software and consulting company that specializes in providing complex probability measurement solutions to financial institutions. Prior to PMG, Joe was Senior Vice President and head of First Union Capital Markets’ International Corporate Banking Division; following a number of leadership positions in domestic and international corporate banking with both First Union and its predecessor, CoreStates Bank.

Joe graduated from the University of Delaware with a bachelor of science in finance.

Learn more about the SEI Wealth Platform

Enterprise Wealth Management Services for Private Banking Organizations