Summary
Overview
Work History
Education
Skills
Timeline
Generic
CARLA HOBBS

CARLA HOBBS

Hot Springs Village

Summary

Dynamic leader with extensive experience at SEI Investments, excelling in strategic planning and process improvement. Proven track record in managing multi-million dollar projects and enhancing client communication. Adept at implementing operational strategies that drive efficiency and productivity, fostering strong relationships with stakeholders to achieve organizational goals.

Overview

43
43
years of professional experience

Work History

Led Corporate Strategic Initiatives

TASC Service Model Management
01.2021 - 02.2026
  • Directed corporate strategic initiatives aligning with executive management guidance to enhance process efficiency and reduce costs.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Owner

Process Solutions Group
01.2017 - 12.2020
  • consulted on strategic planning and EOS (Entrepreneurial Operating System) implementation for financial advisory firms, aligning operations with business objectives.
  • Developed operational strategies to enhance efficiency in service delivery.
  • Directed operations and strategic planning for diverse process improvement initiatives.
  • Oversaw project timelines and resource allocation for efficient workflow management.

Managing Director, Advisory Services

SEI Investments
Oaks
06.2008 - 12.2016
  • Managed rollout to over 500 financial advisory firms, ensuring seamless implementation.
  • Managed rollout to over 500 financial advisory firms, ensuring seamless implementation.
  • Defined requirements for $100 million custodial accounting system for U.S. advisory market, aligning project goals with client needs.
  • Developed operational processes in collaboration with SEI Trust Company.

Client Experience Officer

SEI Investments
Oaks
01.2000 - 05.2008
  • Collaborated with CEO to define client interface requirements for new global accounting system.
  • Co-directed firm-wide client experience training program, engaging 150+ champions across US and UK teams.

Technology Operating Officer

SEI Investments
Oaks
12.1997 - 12.1999
  • Reported to CTO and implemented internal systems for business units, supporting process improvement initiatives that enhanced productivity and optimized corporate cost allocation.

Vice-President, Defined Contribution Operations

SEI Investments
Dallas
01.1993 - 11.1997
  • Managed all aspects of Dallas-based Defined Contribution business, including a book of business conversion to KPMG and relocation of product development and client support to SEI corporate offices.
  • Directed cross-functional teams to drive operational efficiency and improve client satisfaction.
  • Directed cross-functional teams to drive operational efficiency and improve client satisfaction.

Divisional Controller, Defined Contribution Operations

SEI Investments
Dallas
05.1989 - 12.1992
  • Reported to Divisional President and managed all finance and accounting functions, including budgeting, forecasting, contract administration, sales compensation, and general accounting.

Assistant Controller

National FSI
Dallas
05.1983 - 04.1989
  • Responsible for all general accounting functions and staff, SEC reporting, internal reporting, annual audits, contract administration.
  • Implemented General Ledger, Fixed Asset and Financial Reporting Systems.

Education

BBA - Accounting

University of Texas At Arlington
Arlington, WA
05-1989

Skills

  • Strategic planning
  • Project management
  • Stakeholder engagement
  • Process improvement
  • Data analysis
  • Consulting strategies
  • Client communication

Timeline

Led Corporate Strategic Initiatives

TASC Service Model Management
01.2021 - 02.2026

Owner

Process Solutions Group
01.2017 - 12.2020

Managing Director, Advisory Services

SEI Investments
06.2008 - 12.2016

Client Experience Officer

SEI Investments
01.2000 - 05.2008

Technology Operating Officer

SEI Investments
12.1997 - 12.1999

Vice-President, Defined Contribution Operations

SEI Investments
01.1993 - 11.1997

Divisional Controller, Defined Contribution Operations

SEI Investments
05.1989 - 12.1992

Assistant Controller

National FSI
05.1983 - 04.1989

BBA - Accounting

University of Texas At Arlington
CARLA HOBBS