SEI Investments

Chief Information Officer

SEI Investments$210K — $250K *
Oaks, PA 19456In-Person
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in technology leadership roles, including senior executive experience.
  • Experience in financial services, fintech, or other regulated industries.
  • Proven success in enterprise technology modernization and cloud migration.
  • In-depth knowledge of cybersecurity and regulatory compliance requirements.
  • Experience managing significant technology budgets and vendor relationships.
  • Excellent executive communication skills with the ability to distill complex topics into business implications.
  • Bachelor's degree in IT, computer science, or a related field.

Responsibilities

  • Define and execute a multi-year technology strategy aligned with corporate goals.
  • Lead the modernization of technology platforms and infrastructure.
  • Collaborate on cybersecurity, risk management, and compliance governance.
  • Ensure resilient and secure technology services for clients and operations.
  • Oversee practices that meet financial services regulatory requirements.
  • Advance data strategy and promote ethical AI use within the organization.
  • Manage technology budgets and execution of transformation initiatives.

Benefits

  • Comprehensive healthcare coverage including medical, dental, and vision.
  • 401(k) matching contributions for retirement plans.
  • Tuition reimbursement for continuing education.
  • Flexible Paid Time Off (PTO) options for work-life balance.
  • Paid parental leave and backup childcare support.
  • Opportunities for employee volunteering and community service.
  • Access to employee networks and wellness programs.
Full Job Description
The Chief Information Officer will serve as the senior executive responsible for enterprise technology strategy, digital transformation, information security governance, technology operations, and the modernization of platforms that support business growth, operational resilience, client experience, and regulatory trust. In a financial services environment, this leader must balance innovation with disciplined risk management, ensuring that technology investments strengthen competitiveness while meeting the highest standards for security, compliance, availability, and data integrity.

Key Responsibilities
  • Enterprise Technology Strategy: Define and execute a multi-year technology roadmap aligned to corporate strategy, growth priorities, client needs, operational efficiency, and regulatory expectations.
  • Digital Transformation: Lead modernization of core platforms, applications, infrastructure, cloud capabilities, data architecture, automation, and AI-enabled business processes.
  • Cybersecurity and Risk Governance: Partner with security, risk, compliance, legal, and audit leaders to maintain a strong control environment across cybersecurity, data protection, access management, incident response, business continuity, disaster recovery, and third-party technology risk.
  • Operational Resilience: Ensure reliable, scalable, and secure technology services across enterprise systems, client-facing platforms, networks, infrastructure, service management, and end-user support.
  • Regulatory Compliance: Oversee technology practices that support financial services regulatory obligations, including data privacy, recordkeeping, vendor oversight, operational risk, audit readiness, and governance documentation.
  • Data and AI Enablement: Advance enterprise data strategy, analytics, responsible AI adoption, data governance, and decision-support capabilities while ensuring appropriate controls and ethical use of technology.
  • Investment and Portfolio Management: Manage capital and operating budgets, prioritize the technology portfolio, evaluate return on investment, and ensure disciplined execution of large-scale programs.
  • Vendor and Partner Management: Lead strategic technology sourcing, vendor negotiations, outsourcing relationships, cloud providers, fintech partnerships, and service-level accountability.
  • Leadership and Talent Development: Build, develop, and retain a high-performing technology organization with strong succession planning, modern engineering practices, accountability, and collaboration across business lines.
  • Executive and Board Communication: Present technology strategy, risk posture, transformation progress, operating metrics, and investment recommendations to executive leadership and the Board.


Required Qualifications
  • A minimum of 15 years of progressive technology leadership experience, including senior executive responsibility for enterprise IT, digital transformation, infrastructure, applications, data, or cybersecurity.
  • Significant experience in financial services, fintech, banking, asset management, wealth management, insurance, payments, or another highly regulated environment.
  • Proven success leading enterprise-scale technology modernization, cloud migration, platform rationalization, system integration, or digital product enablement.
  • Strong understanding of cybersecurity, operational resilience, business continuity, disaster recovery, technology risk, third-party risk, and regulatory compliance expectations in financial services.
  • Demonstrated experience managing large technology budgets, complex vendor ecosystems, and multi-year transformation portfolios.
  • Executive-level communication skills with the ability to translate complex technology, risk, and investment topics into clear business implications.
  • Bachelor's degree in information technology, computer science, engineering, business, or a related field.


Preferred Qualifications
  • Master's degree, MBA, or advanced technical degree.
  • Relevant certifications such as CISSP, CISM, CRISC, PMP, ITIL, or cloud architecture credentials.
  • Experience presenting to Boards, regulators, auditors, or governance committees.
  • Experience with AI governance, modern data platforms, automation, digital client experience, and emerging financial technology ecosystems.
  • Track record of leading cultural change within technology organizations, including agile delivery, product operating models, engineering excellence, and measurable business outcomes.


Leadership Competencies
  • Strategic Business Partner: Connects technology decisions directly to enterprise strategy, financial performance, client outcomes, and competitive differentiation.
  • Risk-Minded Innovator: Drives modernization and experimentation while maintaining rigorous security, compliance, privacy, and operational resiliency standards.
  • Enterprise Influencer: Builds credibility across executive leadership, business units, technology teams, vendors, regulators, and governance stakeholders.
  • Transformation Leader: Leads complex change with clarity, accountability, transparency, and measurable execution discipline.
  • Talent Builder: Develops leaders, strengthens technical capability, improves team performance, and creates an inclusive culture of ownership and continuous improvement.


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, 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.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

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