Jobs at SEI

Organize, integrate, reconcile, and validate hedge fund and fund-of-funds portfolio data on the Novus platform. Troubleshoot large datasets and databases, resolve data quality issues with clients and vendors, support reporting and analysis, and communicate complex data issues clearly. The role also involves improving processes, managing competing client requests, and supporting internal projects and ad hoc analytics needs.

Manage accounting operations for private equity and hedge fund clients, including fund setup, client communication, reconciliations, month-end valuations, audit support, regulatory due diligence, AML compliance, and wire authorization. Lead staffing, performance management, training, and team development while resolving operational issues with internal teams, vendors, transfer agents, and investment managers. Support client onboarding, new business development, presentations, and process improvement initiatives.

Lead client solution onboarding for alternative investment services, including estimation, solution design, system configuration, reporting, data conversion, automation, testing, and process improvements. Translate business requirements into technical specifications and manage custom reporting and file extract projects. Analyze client requests, develop end-to-end test cases, and collaborate with developers, QA, fund accountants, investor services, relationship managers, and external stakeholders to deliver and maintain solutions.

Coordinate liquidity risk management programs for mutual funds and ETFs under Rule 22e-4. Review policies, procedures, controls, liquidity classifications, regulatory reporting, and audit readiness. Prepare reports for trustee boards, research market conditions affecting liquidity and valuations, advise clients and prospects, monitor regulatory developments, and collaborate with legal, risk, audit, operations, and senior stakeholders to strengthen governance and compliance processes.

Drive new-business sales for SEI’s Wealth Platform across the UK wealth management market. Build executive relationships, generate leads, conduct consultative sales, manage procurement and decision-making processes, and close high-value outsourcing arrangements involving wealth technology, operations, or asset management. Provide market intelligence, coordinate with internal teams, and transition completed clients to relationship and service teams while managing relevant risks and regulatory responsibilities.

Operationalize enterprise FinOps across cloud, data, developer productivity, AI, and SaaS platforms. Build cost estimation, forecasting, budgeting, reporting, tagging, allocation, dashboards, alerts, anomaly detection, optimization, and governance processes. Aggregate billing data across providers, analyze commitments and usage trends, support Finance and Procurement decisions, and coordinate cost remediation with workload teams. Translate complex billing and consumption data into actionable recommendations while enabling engineering teams to own and manage spend.

Prepares and reviews annual and interim financial statements for investment funds and companies across multiple jurisdictions. Coordinates audits, regulatory and stock exchange filings, financial statement distribution, and compliance deliverables. Serves as a daily client contact, responds to auditor and client requests, and supervises, trains, and mentors junior staff. Maintains reporting records, supports employee development, adheres to service-level agreements, and completes additional projects.

Supports fund accounting payment operations by preparing and entering cash payments, validating transactions, meeting deadlines, maintaining payment logs, resolving queries, coordinating with banking providers, and providing payment confirmations and KPI reporting. The role follows strict procedures and controls, supports process improvements, and collaborates with fund accounting teams, relationship managers, and internal business units. It requires strong attention to detail, organization, numeracy, communication, and the ability to manage multiple priorities.

Owns the product backlog, roadmap execution, feature prioritization, sequencing, and release planning within Agile and SAFe teams. Serves as the customer proxy, defines stories, coordinates dependencies, supports design and testing, manages data setup, validates feature delivery, and provides final sign-off. Partners with Product Managers, Scrum Masters, architects, development teams, and stakeholders to support planning, demos, user acceptance testing, and alignment between strategy and execution.

Manage daily rebalancing and trade generation for client accounts, implement account openings/closings and cash flows, perform tax harvesting and wash-sale policing, monitor tracking error and mandate alignment, generate/export trades for execution, support tax transition analyses and client proposals, liaise with middle/back office and participate in process improvement projects.

Provides accounting and administration services for hedge and private equity funds. Responsibilities include pricing holdings, maintaining records, reconciling net asset values, preparing accounting reports and packages, supporting year-end audits under GAAP, conducting compliance due diligence, and communicating with investment managers and clients about fees, cash positions, transactions, and reconciliations.

Draft, negotiate, and manage commercial contracts including software licenses, SaaS agreements, master services agreements, and outsourcing arrangements. Advise internal stakeholders on legal, risk, regulatory, and business issues; apply regulatory changes; support corporate governance and third-party risk management; and maintain contract repositories. The role requires collaboration with business, product, operations, vendor, executive, and client teams while representing the company in dealings with third parties.

Drafts, negotiates, and manages commercial contracts, including SaaS, software licensing, professional services, outsourcing, and development agreements. Advises business stakeholders on legal, regulatory, risk, and operational issues; manages routine negotiations independently; maintains contract repositories; supports governance and third-party risk activities; and helps develop templates, playbooks, and legal resources.

The job description provides limited information about the Attorney III, Corporate Services role. It indicates the position is within SEI, a technology and asset management company, but does not specify detailed responsibilities, qualifications, technologies, compensation, travel, or clearance requirements.

Draft, review, edit, and administer high-volume client and vendor contracts, including statements of work, nondisclosure agreements, amendments, and routine redlines. Coordinate approvals, negotiations, signatures, and contract lifecycle workflows while collaborating with attorneys, procurement, sales, IT security, and business stakeholders. Track deadlines, communicate obligations, maintain approved legal positions, and improve templates, playbooks, and contracting processes.

Lead investment product sales growth across RIA, independent broker-dealer, and asset management channels. Commercialize ETFs, alternative investments, model portfolios, and future solutions; generate new assets and revenue; develop advisor and institutional relationships; manage a disciplined pipeline; execute go-to-market strategies and product launches; and collaborate across sales, product, investment management, and marketing teams. Extensive travel within the assigned territory is required.

Lead enterprise AI strategy and delivery across Generative AI, Agentic AI, machine learning, intelligent automation, RAG, copilots, chatbots, and predictive analytics. Architect scalable AI systems, evaluate models and platforms, establish governance and LLMOps practices, and guide production deployment. Partner with business, product, security, legal, and risk teams to identify opportunities and ensure responsible implementation. Mentor multidisciplinary technical teams and communicate AI strategy, architectures, and business value to executives.

Leads investment product sales through the bank channel, driving asset growth, revenue, new institutional relationships, and expanded adoption of SEI’s ETFs, alternatives, mutual funds, model portfolios, SMAs, and cash solutions. Develops territory strategies, manages pipelines, engages senior bank and investment stakeholders, presents to committees, coordinates internal teams, and represents SEI at industry events. Requires extensive travel and strong expertise in institutional investment distribution.

Drive sales and territory growth among independent financial advisors by managing client relationships, acquiring and onboarding new firms, increasing share of wallet, and supporting retention. Partner with senior business development professionals to plan territory strategy, conduct virtual presentations and outreach, educate clients on SEI solutions, and influence adoption across custody, technology, asset management, and business services.

Develop and execute marketing strategies for investment products, analyze market trends, and collaborate with sales and investment teams to promote offerings to financial advisors.