Senior Tech Operations Lead – SMA & Investments

SEI; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Tuition reimbursement

Paid time off

Parental leave

Back-up childcare

Volunteer days

Job summary

SEI in the Investment Manager Services (IMS) Division is expanding its Managed Accounts team to deliver exceptional service and account management. This role collaborates across trading, client service, account administration, portfolio administration, reconciliation, and security master.

The position focuses on identifying, designing, and implementing new procedures to enhance efficiency. You’ll work with multiple operational teams, troubleshoot issues, and develop robust technical processes

Qualifications

• BS/BA degree or equivalent in education/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.

Responsibilities

• Act as the primary point of contact for all technical processes and ensure issue resolution.
• Represent SEI professionally while interacting with external clients and vendors.
• Monitor and verify that established processes function effectively and address issues promptly.
• Collaborate with SMA operations teams and maintain precise communication via email and in person.
• Support development and documentation of technical processes and controls and contribute to improvements.

Skills

Power Platform

Python

SQL

VBA

SharePoint

Attention to detail

Team player

Communication skills

Education

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

Tools

Alteryx

Jira

Confluence

Power Platform Automate

Dataverse

Job description

SEI in the Investment Manager Services (IMS) Division is expanding its Managed Accounts team to deliver exceptional service and account management. This role collaborates across trading, client service, account administration, portfolio administration, reconciliation, and security master.

The position focuses on identifying, designing, and implementing new procedures to enhance efficiency. You’ll work with multiple operational teams, troubleshoot issues, and develop robust technical processes