Vivian Han Estadt

Wildcard
DISC Type : sci

Director, Strategy and Business Operations - SEI Next at SEI

Greater Philadelphia, United States

Overview

Vivian Han Estadt is the Director of Strategy and Business Operations for SEI Next, the companys innovation and technology team. Her career at SEI began in 2007, and she now focuses on translating strategic vision into execution across incubation and ventures. She is a graduate of Northwestern University.

Outside of her corporate role, Vivian has a passion for baking, which she turned into a business. She was the Owner and Chief Baker for Bibis Bakes, LLC, a venture dedicated to creating custom treats for celebrations.

Unique fact: Vivian founded and operated her own home baking company, showcasing her entrepreneurial spirit alongside her financial services career.

Personality Overview

Friendly But Slow

Requires Proof

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Strategic Innovation
Leads strategic planning and operational alignment for SEI's innovation and emerging technology team, focusing on accelerating business transformation.
New Business Incubation
Previously served as Business Development Manager for New Business Incubation at SEI, driving the creation and go-to-market strategies for new business ideas.
Client Strategy
Her experience as a Client Service Director involved executing on clients’ strategic initiatives and coordinating services for institutional OCIO clients.

Media Appearances

Vivian has no verified media appearances

Work History

9-2025
Director, Strategy and Business Operations - SEI Next at SEI
7-2024
Business Development Manager, New Business Incubation at SEI
6-2015 - 6-2024
Client Service Director at SEI
6-2014
Owner and Chief Baker at Bibi's Bakes, LLC
9-2007 - 11-2007
Business Analyst at Han Trio, LLC

Education

2002 - 2006
Bachelor of Science from Northwestern University
1998 - 2002
Education details unavailable from Magnificat High School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Director, Strategy and Business Operations - SEI Next at SEI
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Insights For Selling To Vivian Han

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vivian Han is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Vivian Han

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Vivian Han move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Vivian Han take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Vivian Han

Personality Compatibility


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