SEI Investments

Senior Project Manager, SMA & Technical Operations

SEI Investments$110K — $130K *
Oaks, PA 19456In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BS/BA degree in computer science, accounting, finance, business, or related field, or equivalent experience
  • Minimum of 8 years in building efficient solutions, preferably in investment
  • Proficiency in Microsoft Power Platform, SharePoint, Python, SQL, and VBA
  • Detail-oriented with strong organizational skills
  • Excellent interpersonal and communication skills
  • Ability to work effectively under pressure and adapt to change
  • Strong problem-solving skills and initiative

Responsibilities

  • Act as primary contact for all technical processes to ensure issue resolution
  • Represent SEI professionally with external clients and vendors
  • Monitor and verify the effectiveness of established processes
  • Collaborate with SMA operations teams and maintain precise communication
  • Support documentation and development of technical processes and controls
  • Participate in corporate professional development to enhance skills
  • Identify and implement solutions to improve efficiency

Benefits

  • Comprehensive healthcare coverage (medical, dental, vision)
  • Life and disability insurance premiums covered
  • 401(k) matching
  • Education assistance and tuition reimbursement
  • Flexible Paid Time Off (PTO) and paid parental leave
  • Backup childcare arrangements and paid volunteer days
  • Access to thriving employee networks and a strong retirement plan
Full Job Description
This role will collaborate across managed accounts teams, including trading, client service, account administration, portfolio administration, reconciliation, and security master.

Key responsibilities include managing and developing processes leveraging Microsoft Power, Python, SQL, and VBA. The role involves close interaction across operational teams, requiring a deep understanding of each group's processes, their interconnections, and the ability to troubleshoot and resolve issues. Additionally, this role focuses on identifying, designing, and implementing new procedures and solutions to enhance efficiency.

What you'll do:
  • Act as the primary point of contact for all technical processes, ensuring seamless communication and issue resolution
  • Represent SEI professionally while confidently demonstrating command and knowledge when interacting with external clients and vendors
  • Monitor and verify that all established processes function effectively, addressing issues promptly
  • Collaborate closely with SMA operations teams, maintaining professional and precise communication via email and in person
  • Support the development and documentation of technical processes and controls, contributing to process improvements and enhancements.
  • Your success is our priority! By participating in IMS and corporate professional development sessions, you'll gain the skills to identify and optimize processes across the division and organization. We view this role as a critical partnership to our business and value your contributions.

What we need from you:
  • BS/BA degree in computer science, accounting, finance, business or related field, or the equivalent in education and work experience
  • Minimum of 8 years of experience identifying and building efficient solutions, preferably in an investment environment
  • Proficiency with Microsoft Power Platform (Automate, Dataverse), SharePoint, Python, SQL, VBA
  • Detail oriented
  • Team Player
  • Flexible and adaptable to various product deliverables
  • Ability to work effectively under pressure
  • Takes initiative and ownership of assigned responsibilities
  • Skilled in identifying and resolving or escalating problems
  • Excellent interpersonal and customer service skills
  • Strong oral and written communication skills
  • Strong organizational skills
  • Able to quickly analyze issues and take appropriate action under tight time constraints
  • Comfortable working in an open floor environment

What we would like from you:
  • Proficiency with Alteryx, Jira and Confluence
  • A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
  • Must have entrepreneurial spirit and willingness to take on additional responsibility.
  • Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
  • Positivity and genuine interest in assisting both colleagues and clients.
  • Curiosity and critical thinking: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
  • Regular and reliable attendance in accordance with position, business and/or client needs.
  • Someone who will embody our 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.

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.

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

Similar Jobs

More Jobs at SEI Investments

More Finance & Insurance Jobs

Find similar Senior Project Manager, SMA & Technical Operations jobs: