Attorney, Director – Mergers & Acquisitions and Strategic Transactions

SEI Investments Company is seeking an experienced attorney to join its Legal, Compliance, Corporate Development, and Risk Department in a Director, Mergers & Acquisitions and Strategic Transactions capacity. This role is designed for a mid-level legal professional with strong strategic transactional expertise who can deliver practical, business-oriented, effective and efficient legal services, while supporting SEI’s strategic growth initiatives. The position will work closely with the Corporate Development and Ventures teams and focus on mergers and acquisitions, joint ventures, minority investments, and other strategic transactions across SEI’s global organization. This attorney will report to the Managing Director – Corporate Governance, M&A and Strategic Transactions attorney.

• Support Managing Director – Corporate Governance, M&A and Strategic Transactions Attorney with respect to all aspects of domestic and international M&A, ventures, and other strategic transactions from inception to completion, including drafting and negotiating confidentiality agreements, letters of intent and term sheets, performing due diligence, drafting and negotiating definitive transaction agreements and ancillary agreements, and executing closings.
• Collaborate with cross-functional teams to execute M&A, ventures, and other strategic transactions, including teams in the Legal, Compliance, Corporate Development, Ventures and Risk Department, Corporate Development, Finance, Tax, Treasury, IT, and HR and Benefits, and coordinate with outside counsel.
• Demonstrate strong project management skills as this role will require that the attorney take on mixed legal and business responsibility for, and project management of, M&A, Ventures, and other strategic transactions.
• Assist with corporate governance matters for SEI’s suite of subsidiary businesses acquired through strategic transactions.
• The lawyer in this role will seek out challenging tasks and assignments, engage in frequent development discussions and is open to feedback.

• Juris Doctor and bar admission in any U.S. state
• 4–6+ years of corporate/M&A experience

• Strong judgment and strategic thinking
• Excellent interpersonal and communication skills
• Strong organizational skills and attention to detail
• Demonstrate critical decision-making capability and proficiency in making business-oriented and legally compliant recommendations to his or her internal clients.
• Possess the ability to manage multiple matters and effectively prioritize and multi-task to ensure that work is completed in a timely and efficient matter.
• Effectively work amid change and demonstrate willingness to shift priorities and focus.
• Ability to balance business partnership with the need to exercise independent judgment and to raise potentially sensitive or contentious issues in a timely and constructive manner.
• Ability to build relationships and trust with a variety of stakeholders.
• Knowledge of the financial services and technology industry is a plus, but not a requirement.

Each member of the SEI Legal, Compliance, Corporate Development and Risk Department is expected to consistently demonstrate the following fundamental characteristics in the performance of their work responsibilities:

Hardworking; Smart; Effective; Solution-oriented; Team player; High integrity/ethics; Good communicator/listener; Sound judgment; Dedicated to self-improvement; Self-aware; Open-minded; Thoughtful

While the above characteristics are prerequisites for all members of the SEI Legal, Compliance, Corporate Development and Risk Department, employees who consistently demonstrate the following behaviors are able to distinguish themselves and will be recognized and rewarded, including by receiving opportunities for professional growth and career progression:

Passionate; Innovative; Impactful; A team builder; Adaptive; Inspirational; A strategic thinker; Self-starting; A positive influence

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. 

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves.  Come build your brave future at SEI.  

SEI is an Equal Opportunity Employer and so much more…

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. 

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives.  If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.