Tracy Jankus
Tracy Jankus is a Senior Consultant at F2 Strategy. She has more than 20 years of experience spanning wealth management technology, platform implementations, change management, training, and strategic partnerships and brings deep expertise in the SEI Wealth Platform (SWP), having supported its development, go-to-market initiatives, and client implementations throughout her career.
Prior to joining F2 Strategy, Tracy spent more than 25 years at SEI, where she held leadership roles across strategic partnerships, product management, implementations, business development, and learning programs. During that time, she helped support the evolution and global expansion of the SEI Wealth Platform, leading partner ecosystem initiatives, managing complex client implementations, and overseeing training and operational readiness programs. Tracy draws on her experience across product development, business development, client service, operations, and partner ecosystems to help clients navigate transformation and achieve successful outcomes.
- SEI
What has changed the most since you started out in the industry?
The workplace. From how one performs their job in wealth management to the location that we perform our jobs from, technology has transformed the workplace. My first job in a bank trust department, decades ago, was to enter into the trust system the information on paper tickets the trust administrators would fill out to, for example, request a check distribution for one of their clients. Mind you, this was after the ticket had to be passed to the department lead for approval. Then, every word was handwritten, and every workflow step was manual. Today, it’s all straight-through processing.
At that time, 100% of the trust department personnel worked in the office. There was no concept of working remotely. The technology available at the time didn’t support it. Fast forward to 2019, just prior to the pandemic. Estimates are that only about 10% of people working in the financial services industry did so from a location other than the office. Today, estimates are that 60% to 70% of people work either hybrid or fully remote.
What are three words that describe how you do your job?
Empathy. Integrity. Committed.
What does the phrase, “Do Good with Tech” mean to you?
To me, it means breaking down barriers. For example, technology has enabled expanded access to financial advice. Historically, professional wealth management was only available to high-net-worth individuals, but with technology solutions such as digital wealth platforms and robo-advisors, millions more people have had the opportunity to build a more prosperous future for themselves and their families. I am both inspired by and excited to be a part of the emerging ways in which technology is lifting people up.
Tracy Jankus
Tracy Jankus is a Senior Consultant at F2 Strategy. She has more than 20 years of experience spanning wealth management technology, platform implementations, change management, training, and strategic partnerships and brings deep expertise in the SEI Wealth Platform (SWP), having supported its development, go-to-market initiatives, and client implementations throughout her career.
Prior to joining F2 Strategy, Tracy spent more than 25 years at SEI, where she held leadership roles across strategic partnerships, product management, implementations, business development, and learning programs. During that time, she helped support the evolution and global expansion of the SEI Wealth Platform, leading partner ecosystem initiatives, managing complex client implementations, and overseeing training and operational readiness programs. Tracy draws on her experience across product development, business development, client service, operations, and partner ecosystems to help clients navigate transformation and achieve successful outcomes.
- SEI
What has changed the most since you started out in the industry?
The workplace. From how one performs their job in wealth management to the location that we perform our jobs from, technology has transformed the workplace. My first job in a bank trust department, decades ago, was to enter into the trust system the information on paper tickets the trust administrators would fill out to, for example, request a check distribution for one of their clients. Mind you, this was after the ticket had to be passed to the department lead for approval. Then, every word was handwritten, and every workflow step was manual. Today, it’s all straight-through processing.
At that time, 100% of the trust department personnel worked in the office. There was no concept of working remotely. The technology available at the time didn’t support it. Fast forward to 2019, just prior to the pandemic. Estimates are that only about 10% of people working in the financial services industry did so from a location other than the office. Today, estimates are that 60% to 70% of people work either hybrid or fully remote.
What are three words that describe how you do your job?
Empathy. Integrity. Committed.
What does the phrase, “Do Good with Tech” mean to you?
To me, it means breaking down barriers. For example, technology has enabled expanded access to financial advice. Historically, professional wealth management was only available to high-net-worth individuals, but with technology solutions such as digital wealth platforms and robo-advisors, millions more people have had the opportunity to build a more prosperous future for themselves and their families. I am both inspired by and excited to be a part of the emerging ways in which technology is lifting people up.
