Teams at SEI

Sell SEI Access Platform to RIAs, Broker-Dealers and Private Banks by prospecting, qualifying opportunities, delivering demos and proposals, negotiating contracts, documenting in Salesforce, partnering with product and operations, and supporting onboarding to drive signings, revenue, adoption and retention.

Design, build, and operate reliable cloud infrastructure and networking (multi-account AWS, VPC, IAM). Implement IaC, CI/CD pipelines, observability (logging/metrics/alerting), automation, and reliability guardrails. Provide production support and incident response, perform root cause analysis, and collaborate with application teams to co-own system design and continuous improvement, using AI-assisted tools where appropriate.

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.