H. Conor O'Brien

H. Conor O’Brien is the Director of Strategy for SEI's Private Banking and Wealth Management business. In this role, he is responsible for defining and executing the unit’s strategic growth plans in collaboration with leadership across the company. 

Conor is focused on strategic planning, global wealth management industry landscape assessment, go-to-market strategies, channel partnerships, product/ solution strategies, and M&A opportunities.

Previously, Conor served as the Head of Digital Engagement for SEI's Advisor business which provided a broad experience across most areas of our advisor business—new business development, relationship management, practice management, and advisor business planning. In this role, Conor was responsible for the distribution strategy across existing and new channels.

Conor earned a bachelor’s degree in applied economics and management from Cornell University. He holds a FINRA Series 65 license.