SEI makes back-to-back leadership moves across AI and wealth management

SEI makes back-to-back leadership moves across AI and wealth management
From left: Sneha Shah, chief AI strategist; Michael Tryinszewski, head of AI orchestration; and William Coffey, chief data officer at SEI.
SEI expanded its AI leadership with three senior appointments, highlighting the growing role of artificial intelligence in the wealth industry.
JUN 10, 2026

SEI is expanding its leadership team on multiple fronts, beginning with a trio of appointments focused on artificial intelligence and data strategy before naming a new executive to oversee part of its international private banking and wealth management business.

The larger of the two moves came Tuesday, when the financial technology, asset management, and investment processing firm named Sneha Shah chief AI strategist and announced two additional leadership appointments aimed at advancing its AI efforts.

Shah, who will continue to lead SEI Next, the firm’s innovation division, will oversee SEI’s AI strategy. Her responsibilities include evaluating where the company should build, acquire or partner for AI capabilities. She will also serve as a public-facing advocate for the firm’s AI initiatives.

Joining Shah on the expanded leadership team are Michael Tryinszewski, who was named head of AI orchestration and William Coffey, who was appointed chief data officer. Tryniszewski will focus on deploying AI initiatives across operations and risk management functions. Coffey will oversee SEI’s data strategy, governance framework and data monetization efforts.

“AI is no longer optional,” CEO Ryan Hicke said in a statement announcing the appointments, describing the technology as a strategic driver of growth and innovation across financial services.

The appointments come as wealth management firms, asset managers and financial technology providers increasingly move beyond experimenting with AI and begin establishing dedicated leadership structures around the technology. Rather than concentrating responsibility in a single role, SEI’s new framework separates AI strategy, implementation and data management into distinct functions.

The AI announcement was followed Wednesday by the appointment of Barry Frame as head of international private banking and wealth management services. In the newly created role, Frame will oversee business development and client relationship management for SEI’s international private banking and wealth management segment.

Before joining SEI, Frame held senior leadership positions at firms including Avaloq and Temenos, both of which provide technology platforms to banks and wealth management institutions.

While the private banking appointment appears primarily focused on SEI’s international business, it complements the firm’s broader efforts to strengthen leadership across key growth areas.

The announcements suggest SEI is investing simultaneously in the technology infrastructure expected to shape the future of wealth management and the executives responsible for expanding its institutional client base.

The moves suggest SEI is investing not only in the leaders who will drive growth today, but also in the technology and infrastructure expected to shape wealth management in the years ahead.

Latest News

Ex-JPMorgan banker refiles harassment claims in federal court
Ex-JPMorgan banker refiles harassment claims in federal court

Chirayu Rana has added two executives as defendants after dropping his state case against JPMorgan Chase last week.

Betterment lawsuit just scratches the surface on cash sweep conflicts, says Max CEO
Betterment lawsuit just scratches the surface on cash sweep conflicts, says Max CEO

A class action over the digital brokerage's cash sweep program only hints at an industry-wide reckoning over how client cash is handled, says Gary Zimmerman.

Pontera launches bulk rebalancing to ease advisors' 401(k) workload
Pontera launches bulk rebalancing to ease advisors' 401(k) workload

New tool lets advisory teams manage shared retirement-plan accounts en masse as Vanguard retirement plan data show rising exposures to equities across demographics.

Survey finds many Americans don’t know their own net worth
Survey finds many Americans don’t know their own net worth

Three in four Americans can’t estimate their net worth without checking an app or account, according to a new Western & Southern survey.

Ameriprise boasts $1B AI spend as rivals race for tech leadership
Ameriprise boasts $1B AI spend as rivals race for tech leadership

Ameriprise's tech spending declaration lands amid a wider broker-dealer arms race, with Edward Jones, Raymond James and LPL all expanding AI tools for advisors

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income