Brian Wubbe
External Relationship Manager-Business Development Consultant at SEI | Greater Philadelphia
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Brian Wubbe serves as an External Relationship Manager and Business Development Consultant at SEI, where he leverages his 26 years of experience in the financial services industry to drive growth and foster sustainable client relationships. Managing a substantial $1.4 billion territory across eight states in the Rocky Mountains and Pacific Northwest, Brian is adept at navigating the complexities of the financial markets. His consultative sales expertise allows him to deeply understand the unique challenges faced by his clients, enabling him to develop tailored solutions that not only address immediate needs but also align with long-term business objectives.
In his current role, Brian proactively engages with a network of 264 financial advisors, providing strategic insights and guidance on critical areas such as succession planning and investment strategies. He organizes and leads both online and in-person meetings, as well as client events, to drive sales agendas and cultivate strong partnerships. His ability to implement complex growth strategies has proven instrumental in increasing market share and growing assets under management.
Brian’s proficiency in investments, separately managed accounts, retirement planning, and variable annuities, combined with his certifications—including Series 63, Series 6, and Series 65—positions him as a trusted advisor in the financial services landscape. His commitment to understanding client needs and delivering exceptional service has made him a key player in SEI's mission to empower financial advisors and enhance their business growth.
External Relationship Manager-Business Development Consultant at SEI in March 2023 to Present
Regional Sales Consultant at Brinker Capital-Orion Wealth Management in January 2019 to September 2022
Senior Internal Marketing Consultant at Toews in September 2013 to November 2018
Vice President, Multi-Discipline Sales Officer at Institutional Advisors/National Penn Investment Trust Company in June 2011 to September 2013
Internal Marketing Consultant/Managed Account Specialist at Delaware Investments, a member of the Macquarie Group in December 2006 to October 2010
Research Analyst at Janney Montgomery Scott LLC in August 2005 to November 2005
Regional Sales Director at PFPC Managed Account Services in May 2002 to June 2005
Business Development/Institutional Sales Representative at FundQuest, Inc in March 1999 to April 2002
Financial Advisor at Signator Investors, Inc in September 1998 to March 1999
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Penn State University, Bachelor of Arts (BA), September 1993 to September 1998
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Mutual Funds
Asset Allocation
Investments
Leadership
Separately Managed Accounts
Retirement Planning
Financial Services
Series 63
Insurance
Series 6
Financial Advisory
Series 7
Series 65
Alternative Investments
ETFs
401k
Securities
FINRA
Variable Annuities
Uniform Combined State Law
Fixed Annuities
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Discover more about SEIWhat is Brian Wubbe email address?
Email Brian Wubbe at [email protected] and [email protected]. This email is the most updated Brian Wubbe's email found in 2026.
How to contact Brian Wubbe?
To contact Brian Wubbe send an email to [email protected] or [email protected]. (updated on August 27, 2024)
What company does Brian Wubbe work for?
Brian Wubbe works for SEI
What is Brian Wubbe's role at SEI?
Brian Wubbe is External Relationship Manager-Business Development Consultant
What is Brian Wubbe's Phone Number?
Brian Wubbe's phone (**) *** *** 123
What industry does Brian Wubbe work in?
Brian Wubbe works in the Financial Services industry.
Brian Wubbe Email Addresses
Brian Wubbe Phone Numbers
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