SEI Investments

Product Owner (FinTech / Workflow & Document Management)

SEI Investments$110K — $130K *
Oaks, PA 19456In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS in relevant field or applicable experience.
  • 5+ years in Product, Business Analysis, Development, or related field with evident Product Owner experience.
  • Strong grasp of Agile methodology and Software Development Life Cycle (SDLC).
  • Proficient in Jira for backlog management and workflow optimization.
  • Experience in analyzing and enhancing business processes through automation.
  • Skilled at translating complex business needs into functional requirements.
  • Effective communication and problem-solving abilities, able to engage diverse audiences.
  • Financial Services background, ideally in FinTech focusing on Asset or Wealth Management.

Responsibilities

  • Own and execute the product roadmap for the ECM suite, balancing priorities and resources.
  • Partner with stakeholders to translate business needs into user stories and acceptance criteria.
  • Manage and prioritize the product backlog in Jira, facilitating Agile ceremonies and stakeholder coordination.
  • Optimize Jira workflows, ensuring effective project structures and user-specific configurations.
  • Document and enhance workflows to streamline operational processes and content management solutions.
  • Act as the subject matter expert for ECM product capabilities.
  • Utilize AI tools for product discovery, requirement analysis, and streamlined communication.

Benefits

  • Comprehensive healthcare options including medical, dental, and vision coverage.
  • Life and disability insurance with premiums covered for basic plans.
  • 401(k) matching contributions to support retirement savings.
  • Education assistance for professional development.
  • Generous Paid Time Off policy, including 21 days per year with growth over time.
  • Paid parental leave and backup childcare support.
  • Paid volunteer days to encourage community involvement.
Full Job Description
As a Product Owner, you will primarily focus on executing on the product roadmap. To be successful you will be (or become) the subject matter expert for the products you support, and have an understanding of the overall platform in which those products operate. The Product Owner acts as the primary facilitator among the development teams, the other Product Team leaders, Development Teams, and the user community (clients and operations) in support of their products.

What you will do:
  • Own and execute the product roadmap for the Enterprise Content Management (ECM) suite, including Workflow (Jira), Document Management, and WorkDesk, balancing business priorities, risk, and development capacity.
  • Partner with business stakeholders, operations, and development teams to define solutions, translate business needs into clear user stories and acceptance criteria, and support delivery through the SDLC.
  • Manage and prioritize the product backlog in Jira, facilitate Agile ceremonies, and drive alignment across Product, Development, QA, Operations, Client Services, and other stakeholders.
  • Configure, optimize, and support Jira workflows and related project structures, including issue types, screens, permissions, workflow design, automation rules, dashboards, and client or team-specific use cases.
  • Design, document, and improve end-to-end business and system workflows, translating operational processes into scalable workflow automation and content management solutions.
  • Serve as the product SME for ECM capabilities.
  • Leverage AI tools to accelerate product discovery, requirements analysis, workflow analysis, testing strategy, documentation, and stakeholder communications while applying sound judgment and governance.


What we need from you:
  • BA/BS in Computer Science, MIS, Mathematics, Finance, Accounting, Business, or applicable experience.
  • 5+ years of experience in Product, Business Analysis, Development, or a related discipline, including demonstrated Product Owner experience.
  • Strong understanding of Agile delivery and the SDLC, including backlog management, requirements writing, sprint planning, release planning, testing, and production readiness.
  • Hands-on Jira expertise, including backlog management, workflow configuration, workflow administration, automation, reporting, and use of Jira as an SDLC and workflow management tool.
  • Experience analyzing, documenting, and improving business processes through workflow automation and system-driven solutions.
  • Ability to synthesize input from multiple stakeholders and translate complex business needs into clear, scalable functional requirements.
  • Strong communication, critical thinking, attention to detail, and problem-solving skills, with the ability to engage both business and technical audiences.
  • Financial Services experience, preferably FinTech experience in Asset Management, Wealth Management, or investment operations.


What we would like from you:
  • Advanced Jira administration experience, including workflows, permissions, automation rules, issue schemes, dashboards, and reporting.
  • Experience using Microsoft Power BI, Power Automate, or other automation, analytics, and workflow tooling.
  • Project management experience with the organization, ownership, and drive to manage multiple priorities without sacrificing quality.
  • Ability to collaborate with internal and external stakeholders, work effectively in complex integrated environments, and adapt as client needs change.
  • A positive, collegial approach that reflects SEI Values of courage, integrity, collaboration, inclusion, connection, and fun. Please see our website for more information. https://www.seic.com/


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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