Areas of Expertise
- Identifying new services and markets for Independent Advisor Solutions
Raef Lee serves as the Managing Director and head of New Services and Strategic Partnerships for Independent Advisor Solutions by SEI. In this role, he is responsible for the identification of new services and markets for Independent Advisor Solutions. He defines new product offerings for advisors, either by partnering with companies or shepherding the requirements into our development teams. In addition, Raef identifies ways for our innovative business model to be leveraged in new markets. Raef also serves as the technology contributor for our Practically Speaking blog.
Raef joined SEI in 2002 as part of the SEI Wealth PlatformSM. He developed the roadmap for the platform, as well as facilitated its releases and coordinated the requirements gathering. In 2010, he moved to Independent Advisor Solution and was responsible for packaging and validating the new services the platform made possible with advisors.
Prior to joining SEI, Raef held multiple senior-level roles at Destiny Software, a venture-backed start-up company that provides websites, consulting, and technical services to large financial organizations, including Head of Product, Head of Account Management, and board member.
Raef graduated from Durham University with a Bachelor of Science and a Master of Engineering degree.
Recent Articles from Raef Lee
What’s the Right Business Model for Your Advisory Firm? Are you in the right firm model for your future?
5 Ways Advisors Can Optimize Their Technology Use Is technology a rabbit hole you wander down, at the expense of interacting with clients and prospects?
How Advisors Can Make the Most of Technology Studies If you have a technology plan (and you should!), there’s research available to find out what’s wowing other advisors and what’s coming up short
Fintech: Stay Relevant With Every Client Touch 6 things you can do now to thrive in today's digital age
Finding your inner techno-advisor Learn how to use digital tools like online scheduling and video conferencing to build stronger relationships with your clients