Product Owner (FinTech / Workflow & Document Management)

SEI; Oaks (PA); On-site; USD 110,000 - 145,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off

Tuition reimbursement

Parental leave

Job summary

SEI is seeking a Product Owner to own the ECM suite roadmap, balancing business priorities with development capacity. You will translate complex needs into clear user stories, manage Jira backlogs, and coordinate across Product, Development, QA, and Operations.

You will also drive workflow design and automation while leveraging AI tools for discovery and governance. The role requires 5+ years in Product/Business Analysis, strong Agile SRLC knowledge, Jira mastery, and experience in FinTech/Asset

Qualifications

• 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.

Responsibilities

• Own and execute the product roadmap for the ECM suite, including Workflow, Document Management, and WorkDesk.
• Partner with stakeholders and development teams to translate business needs into user stories and acceptance criteria.
• Manage and prioritize the product backlog in Jira and drive Agile ceremonies.
• Configure, optimize, and support Jira workflows and related project structures.
• Design and improve end-to-end business/workflow processes and automation solutions.
• Serve as product SME for ECM capabilities and govern discovery with AI tools.

Skills

Product owner experience

Agile delivery

SDLC knowledge

Jira expertise

Requirements writing

Stakeholder management

Communication skills

FinTech/financial services experience

Education

BA/BS in Computer Science or related

Tools

Jira

Power BI

Power Automate

Job description

SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets. Technology and operations: The heartbeat of our business.
We work with our clients to tackle the whole of business transformation. From the front to back office, our technology solutions create connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.
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
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
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
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.

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.
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.
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. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
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
AI Acceptable Use In The Application And Interview ProcessSEI 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.