Sarah Theis

Sarah Theis is an accomplished project manager and leader with extensive experience in the financial services industry. Currently serving as a Private Banking Implementation Project Manager at SEI since July 2020, Sarah has successfully led the onboarding of banks and wealth management firms onto the SEI Wealth Platform, ensuring compliance with financial and regulatory requirements. Sarah's previous roles at SEI include Operations Reconciliation Manager and Operations Manager, where effective team management and process improvement were paramount. Prior experience at Vanguard involved roles focused on data governance, regulatory compliance, and client services, demonstrating a strong background in risk management and operational efficiency. Sarah holds a BA in Organizational Leadership from Eastern University and has had a progressive career marked by leadership and a commitment to excellence in service delivery.