SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

Core Viewpoint - SEI has appointed Paul Lehman as Head of Bank Asset Management Distribution to enhance its investment solutions for wealth management, focusing on building relationships with banks and affiliated wealth organizations [1][2][3] Group 1: Appointment and Responsibilities - Paul Lehman will lead SEI's bank asset management distribution strategy, overseeing investment sales and partnership development across various banking sectors [1] - Lehman is tasked with deepening relationships with existing bank clients and expanding asset management capabilities to new clients [2] - He will collaborate with investment product development leaders to deliver coordinated investment solutions that align with banks' evolving business models and regulatory structures [2] Group 2: Strategic Importance - SEI aims to help banks differentiate their wealth and trust platforms by providing integrated investment strategies that meet the needs of the market [3] - The company emphasizes the importance of streamlined, comprehensive investment solutions that can be integrated within its technology platform [3] Group 3: Lehman's Background - Paul Lehman brings over 30 years of experience in leading and advising bank trust and wealth organizations, previously serving as Head of the Bank Trust Group at Dimensional Fund Advisors [4] - His past roles include Chief Investment Officer and Head of Capital Management at First Citizens Bank, where he advised high-net-worth clients [4] - Lehman is a Chartered Financial Analyst and holds degrees in business psychology and finance [5] Group 4: Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.8 trillion in assets as of September 30, 2025 [6]