← SEI
SEI role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Technology and investment solutions that help wealth managers and advisors run their practices and manage client money.
Who you'd be calling
Independent financial advisors, RIA owners and practice managers at small to mid-sized advisory firms.
Your opener
“Hi, this is [Name] from SEI. I know I'm catching you cold. We help independent advisors spend less time on back-office work so they have more time with clients. Is that something you'd even want to look at?”
Problems you solve for them
- Too much time lost to admin, reporting and juggling many systems
- Hard to grow the practice while meeting compliance requirements
- Clients expect modern digital experiences and tailored portfolios
Discovery questions to ask
- How much of your week goes to admin and reporting versus talking to clients?
- How many different systems does your team log into to manage a client account?
- If you could fix one thing about how your practice runs, what would it be?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I'll let you go. Would a quick 10-minute call early next week work better, morning or afternoon?
“Not interested.”
→ Fair enough. Can I ask just one thing: are you happy with how much time your team spends on back-office tasks?
“We already use something.”
→ That makes sense, most firms have some setup in place. What's working well, and what's still a bit clunky?
“Just send me an email.”
→ Sure thing. To keep it short and relevant, what's your biggest operational headache right now? And can I check in on Thursday after you've had a look?
Competitors worth knowing
Envestnet, Orion
Interview tips for this company
- Learn the basics of an RIA (a registered investment advisor firm) and what advisors do all day. That shows you understand the buyer.
- Stay away from investment advice. You're selling tools and time saved, not returns.
Written from public information about SEI to help you practice. Ask an insider what their role play looked like; it's the best prep there is.