Jobs at SEI

Leads financial management for multiple business units, including P&L oversight, planning, forecasting, strategic analysis, pricing, contracts, billing, compensation, audits, and compliance controls. Partners with business leaders and corporate teams to support profitability, sales reporting, budgeting, and growth. Manages financial close activities, develops plans and forecasts, oversees expenses, and provides executive-level financial guidance.

Manages financial operations for multiple business units, including P&L oversight, budgeting, forecasting, financial analysis, monthly close, expense planning, billing, contract management, audit support, SOX controls, and compensation processes. Partners with business leaders, accounting, compliance, and internal audit to improve profitability and support strategic decisions. The role also develops financial plans, manages forecasts, communicates with clients and vendors, and provides executive-level business insights.

Provide operational and analytical support for portfolio aggregation services. Responsibilities include processing exceptions and transactions, reconciling accounts, monitoring custodian files and tickets, researching outages, entering client data, coordinating with clients and internal partners, configuring custodians, supporting implementations, and maintaining accurate procedures and records. The role also responds to client inquiries, supports platform corrections, and may train or mentor team members.

Develop and execute investment product marketing strategies, sales enablement content, product launches, advisor education, and go-to-market initiatives. Create clear marketing materials that translate complex investment concepts for financial advisors and investors. Collaborate with Product, Sales, Investment Management, Legal, and Compliance teams while coordinating accurate, compliant messaging across channels.

Support and administer enterprise endpoint platforms, including Intune and MECM/SCCM. Manage device provisioning, software deployment, patching, compliance, security configurations, and Windows Autopilot enrollment. Package and deploy applications, troubleshoot Level 2/3 endpoint issues, support Windows 11 modernization, and contribute to automation and engineering initiatives. Collaborate with Service Desk, Infrastructure, Security, and Engineering teams, including participation in an after-hours support rotation.

Processes corrections and reversals for client transactions on the SEI Wealth Platform. Reviews and enters client and transaction information, maintains securities and accounts, responds to inquiries, researches root causes, implements solutions, and coordinates with operational teams. The role requires accurate, timely transaction processing, policy and regulatory interpretation, confidentiality, process improvement, and effective management of multiple time-sensitive assignments.

Supports independent broker/dealer advisors and firms as an internal client contact. Handles inbound requests, follows up on sales activities, guides clients on investment, custody, and wealth technology solutions, and helps drive platform engagement and new business. Collaborates with Relationship Managers while independently managing priorities and developing expertise in financial services, advisory needs, and SEI capabilities.

Performs treasury and banking operations, including wire transfers, settlements, account maintenance, reconciliations, cash and disbursement activities, transaction processing, and exception resolution. Responds to client inquiries, researches account discrepancies, maintains accurate financial records, supports audits, and coordinates with internal operational teams while meeting time-sensitive service-level deadlines.

Manages strategic investment management client relationships, focusing on revenue growth, profitability, retention, account planning, executive engagement, cross-selling, and client satisfaction. Develops business plans, conducts account reviews, forecasts existing business, identifies market opportunities, and consults with clients on industry trends and solutions. Requires collaboration across internal teams, strong communication, project management, investment management experience, and up to 10% travel.

Supervise Investment Operations team handling daily reconciliations for syndicated and private debt loans in Alternative Funds. Reconcile bank debt transactions using Geneva and Markit, investigate breaks, maintain security master data, produce reconciliation reports, coordinate with investment managers, agent banks and accounting teams, support solution development and projects, ensure controls, and mentor staff.

Partners with business unit leaders to develop and execute workforce, talent, succession, and organizational strategies. Coaches managers, supports performance and employee relations, facilitates organizational change, analyzes HR metrics, communicates corporate initiatives, and ensures compliance with employment regulations. Advises senior leaders on complex people issues, mitigates legal risk, and builds trust across the organization.

Supports alternative investment fund services through data analysis, workflow documentation, data pipeline and data model understanding, data governance, quality scorecards, dashboards, and reporting. The role queries and analyzes data, helps deploy governance tools, supports internal and external clients, and collaborates with stakeholders to maintain accurate, complete client data and timely deliverables.

The AML Specialist role is with SEI Lux, a Luxembourg-regulated financial services subsidiary providing investment fund administration and transfer agency services. The posting provides limited role-specific responsibilities or qualifications, but the position likely supports anti-money laundering compliance within the financial services environment.

Leads software development for cloud-based financial services applications. Designs technical solutions, develops high-quality Java web applications and microservices, resolves testing and production issues, provides technical guidance to developers, and collaborates with architects, project managers, database engineers, and operations teams. The role also drives process improvements, supports application operations, and ensures delivery aligns with engineering standards.

Collects, validates, researches, and maintains retirement industry contact data for Salesforce and client-serving initiatives. Builds segmented campaign lists, researches firms and advisor intelligence, supports marketing, onboarding, relationship management, and distribution teams, and serves as a client liaison. The role also involves data quality management, product catalogue maintenance, client communication, and identifying process improvements while developing financial services expertise.

Support day-to-day service delivery for defined contribution Master Trust clients by coordinating internal teams and suppliers, managing actions and risks, supporting communications and engagement sessions, contributing to client meetings and new business, and assisting with implementations. Build trusted relationships with clients and advisers while developing knowledge of pensions, investments, governance, administration, and relevant legislation.

Leads client-specific solution design for alternative investment services, including systems configuration, reporting, fee calculation and waterfall automation, and financial modeling. Conducts gap analyses, defines solutions, supports technical sales, develops packaging and competitive positioning, and collaborates with product, technology, development, sales, and operations teams. The role requires deep expertise in alternative investments, fund and partnership accounting, private markets operations, and platforms such as Anaplan and Investran.

Prepare, review, and approve financial statements, regulatory filings, and audit deliverables for Luxembourg investment funds and companies. Monitor delegated operational work, ensure controls and procedures are followed, respond to client and auditor requests, resolve issues, and maintain reporting documentation. The role also involves coordinating audits, supervising and mentoring junior staff, supporting regulatory compliance, improving service processes, and managing relationships with internal and external stakeholders.

Manages an Investor Services team supporting alternative fund transfer agency operations. Responsibilities include investor account opening, reporting, payments, fund document reviews, operational quality, conversions, onboarding, workflow improvements, client relationships, staff supervision, coaching, performance management, and collaboration with AML Operations, Fund Accounting, and Relationship Management. Requires extensive transfer agency experience, alternative investment structure expertise, AML knowledge, and familiarity with Investran or NTAS.

Supports international B2B marketing for SEI’s Technology and Operations businesses, developing marketing plans, campaigns, events, content, PR, and account-based engagement initiatives. The role contributes to prospect awareness, lead generation, KPI tracking, CRM maintenance, marketing analytics, and collateral development. It collaborates with regional, US, global marketing, communications, events, and sales teams, requiring strong project management, financial-services knowledge, and the ability to communicate technical products effectively.