Sean Dodds

Experience

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  ADE (Costa Rica)

  Sept 2011 - Jan 2012

  Sustainable Business Intern
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  Church of the Saviour

  Jan 2012 - Aug 2012

  Children’s ministry assistant

  - Coordinated the planning of weekly church activities and events- Administered the daily responsibilities during the current ministry directors absence- Synchronized and streamlined multiple ongoing projects within the ministry- Collaborated with team members to achieve weekly and monthly goals

• 

  TD

  Aug 2013 - Aug 2014

  CSR 1

  - Created and implemented numerous sales strategies - Analyzed and advanced opportunities for the mainline market- Capitalized on setting up both consumer and commercial accounts creating sustainable relationships - Sold lines of credit, mortgages, as well as other personal and commercial loan products - Conducted a welcoming environment for customers at all times

• 

  SEI

  Aug 2014 - Nov 2018

  - Direct operational contact for advisory firms transitioning to SEI.- Help to create and implement a streamlined process for advisers during the transition period.- Oversee trading from Non-SEI holding into our SEI models - Lead a team of peers who create, package, and mail all client applications. - Meet quarterly sales objectives for conversion activity. -Worked directly with the Mid-west sales team on the operational conversion of advisory firms to SEI Investments-Utilized Microsoft CRM to detail each client interaction and workflow task-Trained Advisory firms on the SEI platforms and processes in order to create sustainable and effective relationships-Conducted three to five educational calls per week with key advisory staff-Operated under quarterly objectives in conjunction with Sales growth goals - Operated as the direct point of contact for fifteen financial firms both on the East and West Coast- Conducted two to three advisor portal training calls per week for both new business firms as well as current select advisors- Helped with various processing projects throughout multiple quarters- Fielded in-bound calls from all select advisers throughout the U.S - Cultivated and maintained close client relationships through proactive measures and customer service- Partnered with Advisory Firms to more effectively use Middle Office products and services to meet their business needs- Identified Advisor-related processing issues through exercising clear communication to ensure accurate completion of the submitted request

  • Internal Account Executive- Transition team

    Apr 2018 - Nov 2018

  • Advisor Middle Office New Business Consultant

    Feb 2016 - Apr 2018

  • Advisor Middle Office Select Consultant

    Jun 2015 - Feb 2016

  • Middle office regional consultant

    Aug 2014 - Jun 2015
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  EMoney Advisor

  Oct 2018 - Jul 2019

  Client Success Coach

  - Continually made proactive calls to successfully on-board new clients- Work with each Advisor to sculpt a fully custom on-boarding schedule - Execute on the agreed-upon on-boarding training, monitoring progress and Advisor satisfaction throughout and adjusting the training schedule and topics as needed- Provides best practices webcasts and coaching calls to Advisors on a weekly basis- Provides personalized coaching on marketing and general business strategies as they relate to eMoney applications- Acted as a liaison between internal business units to provide clients appropriate business solutions and strategies- Continually provided all follow-up communication to assigned clients Show less

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  Asset-Map

  Jul 2019 - now

  • Manager, Customer Onboarding

    Jan 2024 - now

  • Senior Onboarding Advisor

    Dec 2021 - Jan 2024

  • Customer Onboarding Advisor

    Jun 2020 - Dec 2021

  • Client Success Specialist

    Jul 2019 - Jun 2020