Project Manager III, Strategy & Operations

021 SEI Investments Company; Oaks (PA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid time off

Job summary

SEI is seeking a Project Manager III, Strategy & Operations – Value Realization and Portfolio Operations Lead in Oaks, PA. You will own the portfolio management and value realization framework, drive dashboards for executive visibility, and coordinate cross-functional programs aligned to strategic priorities.

You will translate strategy into actionable plans, manage dependencies, and ensure measurable outcomes.

Qualifications

• Bachelor’s degree in Business, Operations, Strategy, or related field.
• Advanced degree a plus.
• 8+ years of experience in strategy, operations, program/portfolio management.
• Experience developing KPI frameworks, executive reporting, dashboards, and performance measurement.
• Proven ability to translate strategy into execution and link initiatives to results.
• Experience leading complex, cross-functional initiatives and influencing without authority.
• Strong operational and analytical skills; ability to create structure in ambiguity.
• Strong communication skills; ability to synthesize complex information for senior leaders.
• Ability to operate independently and take ownership from intake through delivery.

Responsibilities

• Value Realization Design and own the team performance management framework, including KPIs and reporting cadences.
• Connect strategic investments, initiative execution, and measurable business outcomes.
• Develop executive dashboards that show priorities, progress, risks, and value delivered.
• Establish and manage portfolio management processes with prioritization and tracking.
• Manage execution of select SEI Next programs; ensure defined objectives are met with success metrics.
• Coordinate cross-functional stakeholders, dependencies, and communications.
• Provide oversight of enterprise engagement efforts; align activities to priorities and outcomes.
• Lead strategic initiatives from intake through delivery; translate ideas into plans.
• Manage dependencies, remove obstacles, and set operating structure for cross-functional work.

Skills

KPI frameworks

Executive reporting

Performance measurement

Strategic translation

Cross-functional leadership

Influence without authority

Analytical skills

Communication skills

Independent ownership

Education

Bachelor’s degree in Business/Operations/Strategy/related field

Advanced degree preferred

Job description

At SEI, we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI Next is SEI’s enterprise catalyst for growth and transformation. We help the firm identify what’s next, prove what works, and scale what creates value through strategy, innovation, emerging technologies, partnerships, and business transformation. Our team thrives on curiosity, collaboration, execution, and the ability to turn ideas into measurable business outcomes.

The Project Manager III, Strategy & Operations – Value Realization and Portfolio Operations Lead owns the portfolio management, performance reporting, and value realization processes that provide visibility into SEI Next’s priorities, initiatives, and business impact. This role also leads select strategic initiatives and internal engagement programs. The ideal candidate creates structure in ambiguity, drives execution, and turns activity into measurable outcomes.

What you will do:

• Value Realization Design and own the SEI Next team performance management framework, including KPIs, reporting cadences, and value realization methods
• Connect strategic investments, initiative execution, and measurable business outcomes
• Develop executive dashboards that provide clear visibility into priorities, progress, risks, dependencies, resource allocation, and value delivered
• Establish and manage portfolio management processes that ensure initiatives are prioritized, tracked, reported, and maintained through a consistent operating framework
• Internal Programs Management Own execution of select strategic SEI Next programs, ensuring they deliver against defined objectives and success metrics
• Coordinate cross-functional stakeholders, dependencies, and communications to ensure programs remain aligned to strategic priorities, and deliver measurable outcomes
• Provide oversight of SEIsmic and other enterprise engagement efforts, ensuring activities remain aligned to SEI Next and enterprise priorities and outcomes are measured and communicated
• Strategic Initiatives Execution Lead strategic and operational initiatives from intake through delivery
• Translate ideas and requests into clear plans, stakeholder alignment, and measurable outcomes
• Manage dependencies, resolve obstacles, and establish operational structure for cross-functional work

What we need from you:

• Bachelor’s degree in Business, Operations, Strategy, or a related field
• Advanced degree a plus
• 8+ years of experience in strategy, operations, program management, portfolio management, or a related operating role
• Experience developing KPI frameworks, executive reporting, dashboards, and performance measurement approaches that connect work to business outcomes
• Proven ability to translate strategy into execution and establish clear links between initiatives, investments, and measurable results
• Experience leading complex, cross-functional initiatives and influencing stakeholders without direct authority
• Strong operational and analytical skills, with the ability to create structure, prioritize effectively, and drive work forward in ambiguous environments
• Strong communication skills, including the ability to synthesize complex information into clear, actionable insights for senior leaders
• Ability to operate independently, exercise sound judgment, and take ownership from intake through delivery

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.

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.

• 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:

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.