Project Manager III, Strategy & Operations

SEI; Oaks (PA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Tuition reimbursement

Paid holidays

Paid parental leave

Job summary

SEI is seeking a seasoned Value Realization and Portfolio Operations Lead to design and govern the operating system that tracks priorities, initiatives, outcomes, and business impact across the SEI Next program.

You will own KPI development, executive reporting, portfolio governance, and value realization, translating strategic investments into measurable results while guiding cross-functional programs and senior leadership communications.

Qualifications

• Bachelor's degree in Business, Operations, Strategy, or related field with 8+ years of experience in strategy, operations, program management, or portfolio management.
• Demonstrated ability to develop KPI frameworks, executive reporting, dashboards, and performance measurement that ties work to business outcomes.
• Proven track record translating strategy into execution and linking initiatives with investments to measurable results.
• Experience leading complex, cross-functional initiatives and influencing stakeholders without direct authority.

Responsibilities

• Design and own the Value Realization Operating System, KPI architecture, reporting cadences, and value realization methodologies.
• Establish portfolio governance processes to create transparency and track progress, milestones, and outcomes.
• Own and govern portfolio management tools and data to keep information current and decision-ready.
• Lead internal engagement programs and coordinate cross-functional dependencies to deliver measurable outcomes.
• Execute strategic initiatives, translate ideas into plans, manage dependencies, and drive execution from intake to delivery.

Skills

Strategy development

KPI architecture

Executive reporting

Portfolio governance

Cross-functional leadership

Operational rigor

Analytics

Independent thinking

Education

Bachelor's degree in Business, Operations, Strategy, or related field

Advanced degree a plus

Tools

Portfolio management tools

Data dashboards

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.

The Value Realization and Portfolio Operations Lead is responsible for creating and maintaining the operating system that provides visibility into SEI Next's priorities, initiatives, outcomes, and business impact. This role owns KPI development, performance reporting, portfolio governance, and value realization, ensuring leadership has clear visibility into what the team is doing, the value it is creating, and where strategic attention is needed. The role also leads select strategic initiatives and oversees key internal engagement programs. The ideal candidate is a hands-on operator who thrives in ambiguity, can create structure, and consistently connects activity to measurable outcomes.

What You Will Do

Value Realization Operating System

• Design and own the SEI Next team performance management framework, including KPI architecture, reporting cadences, and value realization methodologies
• Establish a clear connection between strategic investments, initiative execution, and measurable business outcomes, providing visibility into both portfolio performance and enterprise impact
• Develop and maintain executive-level dashboards that translate complex portfolio activity into actionable insights, providing a real-time view of initiatives, dependencies, resource allocation, risks, and value delivered
• Establish portfolio governance processes that create transparency across initiatives, ensuring progress, decisions, milestones, and outcomes are consistently tracked, measured, and communicated
• Own and govern the team's portfolio management tools and processes, ensuring initiative data remains current, visible, and decision-ready

Internal Orchestration

• Own the execution and continuous improvement of key internal engagement 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 operational oversight of SEIsmic and other enterprise engagement efforts, ensuring activities remain aligned to SEI Next and enterprise priorities and that participation and outcomes are measured and communicated

Strategic Initiatives Execution

• Lead strategic and operational initiatives, translating ideas and requests into executable plans stakeholder alignment, and measurable outcomes
• Drive progress across stakeholders, manage dependencies, resolve obstacles, and ensure initiatives are delivered successfully
• Bring structure, accountability, and operational rigor to initiatives that sit within Strategy & Operations, ensuring successful execution from intake through delivery

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.
• Demonstrated 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.
• Experience with portfolio management, reporting, and operating systems
• Strong communication skills, including the ability to synthesize complex information into clear, actionable insights for senior leaders.
• Demonstrated ability to operate independently, exercise sound judgment, and take ownership form intake through delivery.

What We Would Like From You

• Strong Belief in Mission- Deeply invested in the purpose and impact of SEI Next and what it means for SEI's future.
• Open, Adaptable, Vulnerable- Leads with intellectual honesty, adjusts when new information arrives, and creates psychological safety.
• Curious and Introspective- A lifelong learner who asks better questions, challenges assumptions, and brings outside perspective.
• Collaborative, Grounded Leader- Earns trust and influence through relationships; doesn’t rely on authority to move work forward.
• Operator with a Bias to Action- Brings structure and decisiveness; moves ideas to execution without waiting for perfect conditions.
• Catalyst-Change Maker and Connector- Spots connections others miss; accelerates alignment across people, teams, and priorities.
• Relentlessly Commercial, Invested in SEI's Growth- Ties strategy to outcomes and understands how the work creates enterprise value.

Why join us?

• Join a team at the forefront of SEI's most forward-looking strategic initiatives.
• Work at the intersection of strategy, innovation, and enterprise impact.
• Contribute to initiatives that shape the future of SEI Next.
• A culture that values clarity, bold thinking, and disciplined execution.
• A commitment to your professional growth and continuous learning.

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

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.