Specialist I, Paralegal

The Specialist I, Paralegal is a member of SEI’s Legal & Compliance Department and provides legal services in support of SEI’s market units and corporate entities. The role supports legal matters related to the provision of accounting, administration, and distribution services to registered investment products, including mutual funds, exchange‑traded funds, closed‑end funds, and collective investment trusts as well as support for SEI’s corporate governance activities.

This position operates under the direction of senior legal professionals and is responsible for managing defined legal workstreams, coordinating with internal stakeholders, and producing high-quality, reliable work product within a highly regulated environment.

What you will do:

• Manage the preparation, coordination and administration of board of directors and committee meetings, including agendas, meeting materials, minutes, resolutions, and related communications

• Ensure compliance with applicable regulatory, legal and corporate governance requirements

• Maintain official corporate and fund records in accordance with legal and regulatory requirements, including organizational documents, board and committee materials, financial reports, and written consents

• Draft, review, and coordinate disclosure documents, organizational documents and related legal materials

• Assist with regulatory examinations and respond to information requests

• Prepare, review, and coordinate regulatory filings and reports

• Coordinate the drafting and filing of registration statements and supplements

• Review and negotiate agreements related to the distribution and servicing of funds offered by SEI clients on intermediary platforms

• Support day‑to‑day legal matters related to SEI investment solutions and regulated subsidiaries, as needed

• Collaborate with Legal & Compliance colleagues, business partners, and external service providers to ensure timely, accurate and effective delivery of legal services

Job Scope & Decision‑Making

• Independently manages routine and moderately complex matters in accordance with established procedures

• Identifies and escalates complex, high‑risk, or novel issues to senior legal staff as appropriate

• Applies sound judgment within defined policies, regulatory frameworks and supervisory guidance

• Does not hold final decision‑making authority with respect to legal positions or interpretations

What we need from you:

• Bachelor’s degree from an accredited college or university, or equivalent work experience

• Experience in legal services, compliance, or business management

• Strong organizational, communication, and writing skills

• Ability to manage multiple priorities and deliver accurate work product in a regulated environment

What we would like from you:

• Experience in investment management, financial services, and/or corporate governance

• Experience supporting registered investment products or regulated financial entities

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.