Senior Project Manager, SMA & Technical Operations

181 SEI Global Services, Inc.; Oaks (PA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Education assistance

Commuter benefits

Paid time off

Job summary

SEI Global Services, Inc. is expanding its Investment Manager Services (IMS) division and seeking an experienced professional to manage technical processes across trading, client service, and portfolio administration.

The role emphasizes developing efficient solutions using Power Platform, Python, SQL, and VBA within a collaborative, fast-paced setting. The position requires a BS/BA in a related field and at least 8 years of experience designing practical tech solutions in an investment

Qualifications

• 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
• 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
• 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: identify a solution or help implement a more efficient process.
• 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.

Responsibilities

• 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.

Skills

Microsoft Power Platform (Automate,Dat

Education

BS/BA degree in computer science, accounting, finance, business

Tools

Alteryx

Jira

Confluence

Job description

The Investment Manager Services (IMS) Division at SEI is experiencing rapid growth and is expanding its Managed Accounts team. Our mission is to deliver the highest standards of service and account management to our clients within IMS.

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.

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. 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.