Senior SMA & Technical Operations Lead (Process & Automation)

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

Benefits offered by this job

Healthcare benefits

401(k) match

Paid time off (PTO)

Job summary

SEI's Investment Manager Services (IMS) division is expanding its Managed Accounts team in Oaks, PA. The role focuses on developing efficient technical processes using Power Platform, Python, SQL, and VBA, while coordinating with trading, client service, and other operations to resolve issues and improve workflows.

You will engage across operational teams, document controls, and drive enhancements, leveraging analytical and communication skills to support business objectives.

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
• 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

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
• Participate in IMS and corporate professional development sessions to identify and optimize processes across the division and organization

Skills

Detail oriented

Team Player

Flexible

Work under pressure

Initiative

Problem solving

Interpersonal skills

Oral & written communication

Organizational skills

Analytical thinking

Education

BS/BA degree in computer science, accounting, finance, business or related field

Tools

Power Platform

SharePoint

Python

SQL

VBA

Alteryx

Jira

Confluence

Job description

SEI's Investment Manager Services (IMS) division is expanding its Managed Accounts team in Oaks, PA. The role focuses on developing efficient technical processes using Power Platform, Python, SQL, and VBA, while coordinating with trading, client service, and other operations to resolve issues and improve workflows.

You will engage across operational teams, document controls, and drive enhancements, leveraging analytical and communication skills to support business objectives.