SEI is seeking an Investment Operations Project Manager to lead cross‑functional initiatives that support Mutual Fund, Hedge Fund, and Private Equity operations, including Collective and Common Funds across the U.S., Canada, Ireland (UCITS), and the UK.
This role sits at the intersection of investment operations, regulatory requirements, and project delivery. You’ll manage initiatives focused on operational efficiency, fund lifecycle events, and regulatory readiness while partnering closely with Investment Management, Operations, Compliance, and Technology teams.
If you enjoy solving complex problems, coordinating diverse stakeholders, and driving initiatives from concept to completion, this role offers both variety and visibility.
What you will do:
Project Leadership & Delivery- Lead end‑to‑end project execution for fund‑related initiatives, including launches, manager transitions, restructures, and fund closures.
- Define project scope, timelines, deliverables, and success metrics.
- Develop and maintain detailed project plans, proactively managing dependencies, risks, and resource needs.
- Ensure projects are delivered on time, within scope, and aligned with regulatory and internal governance expectations.
- Partner with Investment Management, Operations, Compliance, Legal, Technology, and external service providers to ensure seamless execution.
- Act as a central point of coordination, ensuring teams remain aligned and informed throughout the project lifecycle.
- Build strong working relationships with internal stakeholders and external partners, including sub‑advisors and vendors.
- Identify operational, regulatory, and execution risks and develop thoughtful mitigation strategies.
- Escalate issues as appropriate and drive resolution to prevent delays or control breakdowns.
- Identify opportunities to enhance workflows, controls, and documentation to improve overall fund operations and client outcomes.
- Provide clear, concise updates on project status, milestones, risks, and key decisions.
- Tailor communication style for different audiences, including senior leadership.
- Support transparency, accountability, and confidence in project outcomes.
What we need from you:
- Bachelor’s degree in Finance, Business Administration, or a related field.
- A minimum of 3 years of experience in investment operations, asset management, or financial services project management.
- Strong understanding of fund structures (e.g., mutual funds, collective trusts, alternatives) and operational workflows.
- Demonstrated ability to manage multiple initiatives in a dynamic environment.
- Strong communication, organization, and problem‑solving skills.
Preferred skills-
- MBA, PMP, or other relevant certification.
- Experience with global fund structures (e.g., UCITS).
- Familiarity with project management tools such as MS Project, Jira, or similar platforms.
What we would like from you:
- Detail‑oriented mindset with a strong appreciation for controls, compliance, and risk.
- Ability to lead through influence, collaboration, and trust rather than authority.
- Comfort navigating ambiguity while keeping projects moving forward.
- Solutions‑oriented approach with strong critical thinking skills.
Why This Role:
- Exposure across multiple product types and geographies.
- Opportunities to partner with senior leaders and influence key initiatives.
- A collaborative environment that values thoughtful execution and continuous improvement.
- A role with both strategic visibility and hands‑on impact.
This team follows a hybrid schedule with 3 days in the office.
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 Finance, Business Administration, or related field
- Minimum 3 years of experience in investment operations or financial services project management
- Strong understanding of fund structures and operational workflows
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.
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