Manager, Global Retirement and Savings

021 SEI Investments Company; Oaks (PA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Education assistance

Commuter benefits

Up to 11 paid holidays/year

Paid time off (PTO)

Job summary

SEI is seeking a Manager, Global Retirement and Savings to own and govern our international retirement, savings and employee investment programs, including the U.S. 401(k), ESPP and EIP.

This lean, hands‑on role blends rigorous governance with data‑driven decision making across North America, Europe and Asia/Pacific. You will lead design evaluations, plan compliance, vendor management, and modernization efforts while partnering with HR, Finance, Legal and Payroll to deliver scalable programs and

Qualifications

• Bachelor’s degree in HR, Business, Finance, Accounting, Benefits, or related field required.
• Advanced degree or relevant certification preferred.
• Minimum of 7 years’ progressive retirement, savings, or Total Rewards experience with hands‑on plan administration.

Responsibilities

• Lead global retirement and savings strategy with focus on compliance, employee financial wellbeing, and affordability.
• Oversee U.S. 401(k) plan governance, compliance, and participant experience.
• Manage non‑U.S. pension and savings programs across North America, Europe, and Asia/Pacific.
• Administer ESPP and Employee Investment Plan with payroll integration and vendor coordination.
• Maintain governance, risk management, and documentation for all programs.
• Drive operational excellence, data analytics, and employee experience initiatives.
• Support broader Total Rewards priorities including health, wellness, and compensation.

Skills

Analytical thinking

Project management

Communication

Vendor management

Process improvement

Problem solving

Data-driven decision making

Digital fluency

Hands-on execution

Education

Bachelor’s degree in HR/Business/Finance/Accounting/Benefits

Advanced degree or relevant certification preferred

Tools

HRIS

Payroll systems

Benefits administration platforms

Vendor dashboards

Data feeds & reconciliations

Job description

The Manager, Global Retirement and Savings is the global program owner for the company’s retirement, savings, and employee investment programs, including the U.S. 401(k), non-U.S. mandatory and voluntary pension schemes, the global Employee Stock Purchase Plan (ESPP), and the Employee Investment Plan (EIP). As a lean, hands-on function, this role combines strong operational execution with a modern, data-informed approach to governance, vendor accountability, employee experience, process automation, and financial wellbeing across North America, Europe, and Asia/Pacific.

What you will do:

Global Retirement and Savings Strategy Lead

Global retirement and savings programs with a focus on compliance, employee financial wellbeing, market competitiveness, scalability, and long-term affordability. Evaluate plan design, participation, employee engagement, vendor performance, governance practices, regulatory changes, and market trends; translate insights into practical recommendations for senior leadership. Maintain a global framework and program inventory covering eligibility, contributions, vendors, renewals, compliance obligations, key risks, and opportunities for simplification or modernization.

U.S. 401(k) Plan Oversight

Oversee day-to-day administration, governance support, compliance, vendor coordination, and participant experience for the U.S. 401(k) program. Support retirement committee materials, fiduciary documentation, audits, testing, notices, Form 5500 filings, amendments, and related compliance activities. Use plan data, participant behavior, vendor reporting, and issue trends to improve education, savings engagement, operational controls, and service delivery.

Non-U.S. Pension and Savings Programs

Manage non-U.S. mandatory and voluntary pension and savings schemes, with emphasis on North America, Europe, and Asia/Pacific. Partner with local HR, Finance, Payroll, Legal, consultants, trustees, and vendors to ensure accurate administration, compliant operations, and locally relevant employee communications. Support new country launches, plan transitions, vendor changes, M&A activity, and other business changes by applying a consistent global framework while adapting to local requirements.

ESPP and Employee Investment Plan Administration

Manage ESPP eligibility, enrollment, purchase processes, communications, vendor coordination, payroll integration, issue resolution, reporting, and compliance support. Administer the EIP, including payroll deductions, participant support, vendor coordination, operational controls, reporting, and continuous process improvement. Coordinate with Legal, Finance, Tax, Payroll, Compliance, and external advisors on plan requirements, reporting, taxable events, country-specific considerations, and employee-facing changes.

Governance, Compliance, and Risk Management

Maintain modern governance practices, documentation, controls, calendars, dashboards, and escalation processes for retirement, savings, ESPP, and EIP programs. Monitor legislative, regulatory, tax, fiduciary, cybersecurity, data privacy, and market developments and coordinate required actions with internal and external partners. Identify operational, compliance, vendor, data, technology, and participant experience risks and recommend pragmatic solutions that strengthen controls and reduce friction.

Operational Excellence, Data, and Employee Experience

Improve processes, reporting, reconciliations, file feeds, communications, controls, and employee service delivery for retirement and savings programs. Use data, benchmarking, vendor analytics, issue trends, automation opportunities, and employee feedback to assess effectiveness and prioritize improvements. Advance financial wellbeing efforts tied to retirement readiness, savings behavior, employee education, digital tools, and clear decision support.

Broader Total Rewards Support

Support broader Global Total Rewards priorities as needed, including health and welfare, wellness, compensation, HR operations, vendor governance, employee communications, M&A integration, new country launches, and special projects. Provide agile, hands-on support during peak periods, audits, platform implementations, renewals, open enrollment, regulatory changes, or other high-impact initiatives.

What we need from you:

Bachelor’s degree in Human Resources, Business, Finance, Accounting, Benefits, or related field required; advanced degree or relevant certification preferred. A minimum of 7 years of progressive retirement, savings, benefits, or Total Rewards experience, including hands-on plan administration responsibility. Strong knowledge of U.S. 401(k) administration, ERISA governance, plan compliance, audits, testing, participant communications, and vendor management. Experience with non-U.S. retirement or pension programs strongly preferred, particularly across North America, Europe, and Asia/Pacific. Experience with ESPP, employee investment plans, equity-related programs, or financial wellbeing programs preferred. Strong analytical, project management, communication, vendor management, process improvement, and problem-solving skills. Comfort operating as a lean global function with the ability to combine strategic thinking, data-driven decision making, digital fluency, and hands-on execution.

Preferred Capabilities:

• Experience supporting retirement committees, fiduciary governance, recordkeeper transitions, plan amendments, RFPs, plan launches, M&A integration, and global program harmonization.
• Familiarity with payroll, HRIS, benefits administration platforms, data feeds, reconciliations, controls, reporting, vendor dashboards, and process automation.
• Ability to build trusted relationships across cultures, functions, vendors, and leadership levels while maintaining strong execution discipline and a continuous improvement mindset.

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:

• 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.

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.

We are global provider of technology, operations, and asset management services for the financial services industry. We tailor our solutions to help clients make effective use of their capital - whether that’s money, time, or talent - so they can grow and better serve their clients.

At SEI, we’re committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.