Staci Werbin-Tanner

Director, National Accounts Canada @SEI

Toronto, ON, CA

Responsible for AMD\'s national accounts strategy, as well as expanding and supporting their existing relationships within SEI\'s largest strategic wealth management partners and distributors. Identifying and pursuing new relationships and distribution opportunities for SEI\'s investment products.• Expand and support existing relationships with head offices and partners, as well as identify and pursue new relationships and opportunities;• Build awareness of brand and product platform through maintaining active communication and relationship with head offices;• Work with sales team to provide key support from head office perspective in helping them build and manage their business;• Develop territory through face to face, phone and electronic contact;• Manage and respond to all head office inquiries such as RFIs, RFPs and general questions.• Take initiative in developing new product and distribution partnerships with leading national 3rd party distribution and manufacturing organizations;• Develop and implement strategic accounts plan to expand SEI’s penetration within Canada’s largest wealth management organizations;• Represent SEI at client events, give presentations at industry events and support clients at investor seminars;• To help sales teams achieve their goals, collaborate with the compliance team to make sure that events and programs adhere to the current regulatory framework;• Work in collaboration with the practice management team in the US to help bring the best of programs to Canada.

McGill University

Bachelor of Arts (BA)

Vanier College

DEC