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One Month AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
Draft, review, edit, and administer high-volume client and vendor contracts, including statements of work, nondisclosure agreements, amendments, and routine redlines. Coordinate approvals, negotiations, signatures, and contract lifecycle workflows while collaborating with attorneys, procurement, sales, IT security, and business stakeholders. Track deadlines, communicate obligations, maintain approved legal positions, and improve templates, playbooks, and contracting processes.
Top Skills: Collaboration SoftwareContract Management SoftwareDocument Management SystemsE-Signature PlatformsMicrosoft CopilotMS OfficeMicrosoft Word
One Month AgoSaved
Remote
USA
175K-250K Annually
Senior level
175K-250K Annually
Senior level
Financial Services
Lead investment product sales growth across RIA, independent broker-dealer, and asset management channels. Commercialize ETFs, alternative investments, model portfolios, and future solutions; generate new assets and revenue; develop advisor and institutional relationships; manage a disciplined pipeline; execute go-to-market strategies and product launches; and collaborate across sales, product, investment management, and marketing teams. Extensive travel within the assigned territory is required.
One Month AgoSaved
In-Office
Oaks, PA, USA
Expert/Leader
Expert/Leader
Financial Services
Lead enterprise AI strategy and delivery across Generative AI, Agentic AI, machine learning, intelligent automation, RAG, copilots, chatbots, and predictive analytics. Architect scalable AI systems, evaluate models and platforms, establish governance and LLMOps practices, and guide production deployment. Partner with business, product, security, legal, and risk teams to identify opportunities and ensure responsible implementation. Mentor multidisciplinary technical teams and communicate AI strategy, architectures, and business value to executives.
Top Skills: Agentic AiAnthropicAPIsAutogenAWSAzureAzure AiCrewaiGCPGenerative AiLangchainLarge Language ModelsLlmopsMcpOpenaiPythonRetrieval-Augmented GenerationSemantic KernelSemantic SearchVector Databases
One Month AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
Leads investment product sales through the bank channel, driving asset growth, revenue, new institutional relationships, and expanded adoption of SEI’s ETFs, alternatives, mutual funds, model portfolios, SMAs, and cash solutions. Develops territory strategies, manages pipelines, engages senior bank and investment stakeholders, presents to committees, coordinates internal teams, and represents SEI at industry events. Requires extensive travel and strong expertise in institutional investment distribution.
One Month AgoSaved
In-Office
Oaks, PA, USA
Junior
Junior
Financial Services
Drive sales and territory growth among independent financial advisors by managing client relationships, acquiring and onboarding new firms, increasing share of wallet, and supporting retention. Partner with senior business development professionals to plan territory strategy, conduct virtual presentations and outreach, educate clients on SEI solutions, and influence adoption across custody, technology, asset management, and business services.
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Reposted One Month AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
Develop and execute marketing strategies for investment products, analyze market trends, and collaborate with sales and investment teams to promote offerings to financial advisors.
Reposted One Month AgoSaved
In-Office
Oaks, PA, USA
Internship
Internship
Financial Services
As an Operations Analyst in the Reconciliation team, you will ensure accurate reconciliation of accounts, liaising with internal teams, managing pricing details, and maintaining documentation. You are expected to develop solutions and support clients through effective communication while delivering high-quality service.
Top Skills: Excel
Reposted One Month AgoSaved
Hybrid
New York, NY, USA
105K-160K Annually
Senior level
105K-160K Annually
Senior level
Financial Services
Manage Private Equity Fund Accounting operations, ensuring compliance, client engagement, audit coordination, team leadership, and financial reporting accuracy.
Top Skills: Excel
Expert/Leader
Financial Services
Lead new business development and revenue generation for OCIO and institutional investment solutions; originate and close large mandates, manage complex sales processes and RFPs, build C-suite and board relationships, mentor and coach a sales team, set sales strategy and collaborate cross-functionally to position SEI's capabilities and represent the firm externally.
One Month AgoSaved
In-Office
Oaks, PA, USA
Junior
Junior
Financial Services
Supports operations integrity and quality control across investment services business units. Responsibilities include maintaining control inventories, conducting risk assessments and audits, identifying process and technology improvements, supporting SOC 1 readiness and regulatory reporting, documenting projects, and coordinating training. The role requires collaboration with operations teams and management, strong analytical and communication skills, and the ability to manage multiple time-sensitive deliverables.
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