Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy

SEI announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI’s Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while working closely with leaders across advisor product, technology, asset management, and sales teams.

In this newly created role, Wrzesniewski will advance Stratos’ technology strategy, with a focus on advisor technology oversight, platform alignment, and long-term capability development. He will also oversee SEI’s advisor-facing technologies to help ensure the platforms are scalable, resilient, and deliver a consistent, high-quality advisor experience. Operating at the intersection of technology, product, and business strategy, he will help ensure Stratos technology investments align with advisor needs and SEI’s enterprise objectives.

Wrzesniewski joined SEI in 1992 and has served in a variety of leadership roles across its Advisor and Private Banking businesses as well as its Investment Management Unit. Most recently, he led the Global Solutions team for SEI’s Private Banking and Wealth Management business, overseeing the strategic vision, development, and implementation of SEI’s global banking solutions.

Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted

Commenting on Wrzesniewski’s appointment, Benfield said:

“Rob has a deep understanding of how technology, product strategy, and advisor needs come together to drive real outcomes. In this role, he will help ensure Stratos technology investments are aligned to SEI’s enterprise priorities and the advisor experience, while also partnering with our Asset Management business to unlock technology-enabled insights, tools, and capabilities that support growth.”

Jeff Concepcion, Founder and CEO of Stratos, added:

“Stratos was built to help advisors run stronger practices and deliver a more connected client experience. Rob’s leadership will bring even tighter alignment between Stratos’ platform strategy and SEI’s broader technology ecosystem. This will help us accelerate how we deliver new capabilities, strengthen our advisor technology foundation, and stay ahead of what advisors need next.”

Wrzesniewski said:

“I’m excited to step into this role at a time when advisors and investors expect more connected, insight-driven experiences. Stratos plays an important role in helping advisory practices grow and navigate transition planning, and that makes it essential to deliver technology that can scale with demand and keep pace with evolving workflows and regulatory requirements. I look forward to partnering across SEI and Stratos to deliver the next wave of insights and tools that strengthen portfolio management and client engagement, while focusing our investments where they will deliver the greatest value across the enterprise.”

In December 2025, SEI announced the completion of the first stage of its strategic investment in Stratos Wealth Holdings. Stratos’ client service model, custodial relationships, and current offerings are strengthened by SEI’s capabilities across technology, custody, operations, and asset management. Together, the companies share a long-standing commitment to advisor independence, choice, and flexibility.

The post Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms appeared first on GlobalFinTechSeries.