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Harley Nager

title
Managing Director, South Region
areas of expertise
Strategic business consulting and planning for independent advisors
Business and technology solutions for advisors
Coaching and mentoring SEI’s Sales and Experience professionals

Harley Nager leads the South Region National Sales Team for SEI’s independent advisor business. He manages a team of business development professionals that help develop and grow strategic relationships with independent financial planners and wealth advisors throughout the country.  

 

Harley has been with SEI since 2005, and has had a long career engaging and consulting with independent financial advisors and their clients. He also previously served as a Managing Director for the Independent Advisor Solutions (IAS) Distribution and Engagement Team. In this role, Harley directed digital strategy within IAS to increase advisor and investor engagement and act as a catalyst for collaboration and learning across the business unit (IAS).

Insights for independent financial advisors