The person in this role will support the development, deployment, and ongoing oversight of enterprise initiatives while helping operationalize SEI’s project management framework across the firm. The role combines hands-on enterprise project delivery, team engagement and adoption support, platform administration, solution ideation, testing, and vendor coordination. Working closely with and under the guidance of the Director of EPMO, this individual will partner with business unit PMO leads and project teams to scale standardized practices, improve visibility, and support consistent execution. This is an opportunity to play a key part in the evolution of SEI’s enterprise project management discipline and to grow within a high-impact, firm-wide function — the work will be challenging but rewarding.
What you will do:
Enterprise Project Delivery & Build Support (30%)
Support and help drive execution of enterprise and cross-functional initiatives, including large-scale efforts such as enterprise PM workflows, capital allocation builds, and business unit rollouts
Help translate business needs into clear project structures, build concepts, milestones, owners, and dependencies
Track progress, surface risks and issues, and support timely resolution
Prepare clear, executive-ready updates for leadership review
Team Engagement, Training & Adoption (30%)
Deliver user training, demos, and hands-on support to project teams and business units
Provide individual one-off engagements to help teams apply monday.com and enterprise PMO standards to their specific needs
Create and maintain demo boards, reference materials, job aids, and other adoption resources
Support onboarding of new teams to monday.com and enterprise PMO practices
Contribute to a champion network to drive adoption, consistency, and shared learning across teams
Platform Support & Administration (15%)
Operate and maintain monday.com boards, templates, workflows, and user structures that support the enterprise project management framework
Triage platform issues, manage user support needs, and resolve day-to-day platform-related challenges
Ensure consistent use of templates, data structures, and reporting standards across business units
Partner with corporate platform stakeholders on governance, access, support processes, and broader platform alignment
Ideation, Testing & Continuous Improvement (15%)
Test team use cases, draft builds, and potential workflow enhancements before broader deployment
Evaluate new monday.com features, AI capabilities, and platform functionality to determine practical enterprise use cases
Help identify inconsistencies, gaps, and opportunities to improve project delivery, reporting, and adoption
Partner with the Director of EPMO on enhancements to tooling, workflows, and scalable PMO practices
monday.com Vendor Engagement (10%)
Support monday.com vendor engagement, including contract coordination, issue tracking, and system support follow-up
Participate in vendor discussions to raise platform bugs, support needs, and functionality questions
Track open vendor items and escalate feature, support, or functionality needs as appropriate
How success is measured
Increased adoption and consistent use of monday.com across the enterprise
Improved data quality and accuracy of project reporting
Reduction in manual reporting and consolidation effort
Timely execution of enterprise initiatives
Achievement of monday.com certification and demonstrated platform expertise
What we need from you
Bachelor’s degree in Business Administration, Operations Management, or a related field
A minimum of 2–3 years of project management or related work experience
Project management tool experience (monday.com preferred; certification a plus)
Ability to manage several projects simultaneously, with strong organizational and time management skills
Able to apply knowledge to handle day-to-day problems independently and more complex problems with guidance from a team leader or supervisor
Ability to understand how tasks and milestones relate across projects
Strong communication and presentation skills, including communicating with senior leaders
Combines attention to detail with the ability to see the big picture
Key behaviors we value
Self-starter who proactively identifies issues, gaps, and opportunities
Eager to learn and grow within an enterprise-wide function
Balances execution detail with a view toward process and scalability
Acts as a dependable partner to the team and to leadership
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.
Skills Required
- Bachelor's degree in Business Administration, Operations Management, or a related field
- 2-3 years of project management or related work experience
- Project management tool experience
- Experience with monday.com
- monday.com certification
- Ability to manage several projects simultaneously
- Strong organizational and time management skills
- Able to apply knowledge to handle day-to-day problems independently and more complex problems with guidance
- Ability to understand how tasks and milestones relate across projects
- Strong communication and presentation skills, including communicating with senior leaders
- Attention to detail while maintaining a big-picture perspective
SEI Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SEI and has not been reviewed or approved by SEI.
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Healthcare Strength — Comprehensive medical coverage, FSAs, disability and life insurance, and wellness incentives are part of the package. Recognition for workplace mental health and on‑site wellness options further bolster perceived healthcare depth.
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Leave & Time Off Breadth — PTO is characterized as generous, with indications of ample time away and flexibility. Specific accruals and usage vary by team, so confirming details in offers is encouraged.
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Retirement Support — A 401(k) plan, an employee stock purchase plan, and an employee investment program are available, with plan features including early eligibility and automatic enrollment. Recent plan terms have included a safe‑harbor employer match with immediate vesting.
SEI Insights
What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.








