Teams at SEI

Supervise investor onboarding and transaction reviews for hedge and private equity funds. Ensure AML compliance, monitor investor wire activity, approve payment templates, reconcile investor reporting, and oversee accurate distribution of capital statements. Manage client inquiries, support service quality, conduct employee coaching and performance reviews, and identify process improvements. The role requires strong attention to detail, financial services knowledge, Excel proficiency, and effective client communication.

Manage internal and client projects across investment management services. Define scope, track milestones and resources, coordinate with Operations, Solutions, and Management teams, lead workstreams, communicate with clients, resolve issues, manage expectations, and ensure projects are delivered on time and within budget.

Leads fund accounting and administration services for hedge and private equity clients. Oversees client relationships, financial statement and regulatory filing reviews, operational controls, vendor performance, audits, staffing, training, process improvements, and departmental policies. Provides technical guidance on investment accounting regulations, supports sales proposals, manages teams, and ensures efficient, high-quality client service.